Summary
Overview
Work History
Education
Timeline
Generic
Douglas Paul Johnson

Douglas Paul Johnson

Phoenix,AZ

Summary

Graduate with a Bachelor's of Business Administration from UW Whitewater with excellent sales skills. Over 10 years of finance and sales experience. Background also includes operations, and management skills. I aim to surpass the monthly goals I am given.

Overview

14
14
years of professional experience

Work History

Financial Solutions Advisor

Bank of America Merrill Lynch
Tempe, AZ
12.2019 - Current

Conducted financial reviews with clients to identify needs and objectives, developed financial strategies tailored to individual circumstances.

Maintained accurate records of all client interactions including notes of meetings held, documents provided and reviewed or decisions taken.

Financial Service Specialist

Deer Valley Credit Union
Phoenix, AZ
04.2019 - 11.2019

Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions. Advised customers on bank products, services and financial planning options. Modified, opened and closed customer accounts. NMLS ID 1624883.

Relationship Banker

BMO HARRIS BANK
Evansville, WI
03.2017 - 08.2018

Customer focused financial service and sales. Positioned banking products such as credit cards, checking accounts, and mortgages to clients based on their needs. Weekly sales goals to cold call perspective clients to come in, and meet with myself to go over their finances. I left the job to be a stay at home dad for my daughter while we sold the home, and prepared to move to Phoenix, AZ.

88M Transportation Specialist

Army National Guard
Whitewater, WI
03.2011 - 03.2017

Responsible for maintaining and operating military vehicles. Was in charge of supervising and mentoring soldiers underneath me.

Retail Sales Consultant

AT&T
Madison, WI
02.2016 - 12.2016

Work in a competitive commission driven environment.  Come up with complete solutions for each customer that focus on mobile devices, accessories, and home services.  Work intensively with sales software and work databases.  Count the total revenue each day and prepare the deposits. Left for a management postion.

Education

Bachelor of Business Administration -

UW Whitewater
2016

Associates of Arts and Science -

UW Rock County
2010

Timeline

Financial Solutions Advisor

Bank of America Merrill Lynch
12.2019 - Current

Financial Service Specialist

Deer Valley Credit Union
04.2019 - 11.2019

Relationship Banker

BMO HARRIS BANK
03.2017 - 08.2018

Retail Sales Consultant

AT&T
02.2016 - 12.2016

88M Transportation Specialist

Army National Guard
03.2011 - 03.2017

Bachelor of Business Administration -

UW Whitewater

Associates of Arts and Science -

UW Rock County
Douglas Paul Johnson