Summary
Overview
Work History
Education
Skills
Licensing
Community
Timeline
Generic

Don Quill

Orlando,FL

Summary

Experienced Financial Advisor with over 24 years of experience in financial services. Excellent reputation for resolving problems and improving customer satisfaction.

Overview

35
35
years of professional experience

Work History

Divisional Vice President

Equitable Advisors
Orlando, FL
05.2009 - 02.2021
  • Interviewed, hired, trained, supervised and motivated 18 financial advisors to consistently open 1,000 new accounts per year and accumulate over 125 million in AUM over 10 years.
  • Aligned organizational objectives with company mission, increasing revenue, profit and business growth. My team consistently ranked in the top 10 in the company in new accounts & rollover assets.
  • Developed innovative sales and marketing strategies to facilitate business expansion to become the #1 provider of 403b & 457 plans in the public education market across Central Florida.
  • Awarded MDA (Management Development Award) my first 3 years as Vice President.
  • Earned MLA (Management Leadership Award) each subsequent year with the company.

Financial Advisor

Equitable Advisors
05.2009 - 02.2021
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Expert on the Florida Retirement System Pension (Defined Benefit) and Investment Plan (Defined Contribution) as well as the Florida DROP program.

Financial Advisor

AIG Valic
07.1997 - 05.2009
  • Identified target customers by doing large scale public speaking events, interacting on phone and in person, handling basic inquiries and providing excellent customer service.
  • Responsible for growing territory from zero accounts to over 1,000 clients accounts and $40 million in AUM in 8 years.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Multiple time President's Club award winner.

Education

Bachelor of Science - Finance

University of Central Florida
Orlando, FL
05.1997

Skills

  • Executive Leadership
  • Sales Growth
  • Effective Communicator and Public Speaker
  • Results Oriented
  • Client Service and Retention
  • Business Development and Planning

Licensing

Series 6 & 7

Series 24

Series 63 & 65

Florida 215

Community

President of Orlando Babe Ruth

2017 - Present

Timeline

Divisional Vice President

Equitable Advisors
05.2009 - 02.2021

Financial Advisor

Equitable Advisors
05.2009 - 02.2021

Financial Advisor

AIG Valic
07.1997 - 05.2009

Bachelor of Science - Finance

University of Central Florida

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Don Quill