Gavin Foran
Edgewater,MD
Summary
Seasoned Financial Representative with background in financial planning, portfolio management, and client relationship building. Skilled in analyzing complex financial data, identifying investment opportunities and providing sound financial advice to clients. Leveraged strengths in strategic planning to impact overall business profitability in previous work. Possess strong communication skills with ability to build rapport quickly, fostering long-term relationships.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
Annapolis, Maryland
09.2025 - Current
- Build and manage a portfolio of clients delivering personalized financial plans aligned with long-term goals across insurance, investments, and retirement
- Conduct comprehensive financial needs analyses and develop tailored strategies for wealth accumulation, risk management, and estate planning
- Generate new business through networking, referrals, and outreach, consistently meeting or exceeding sales targets and growing client relationships
- Leverage CRM tools and financial data analysis to track pipelines, optimize client outcomes, and drive retention and long-term revenue growth
Operations Intern
Chesapeake Baysox
Bowie, MD
05.2025 - 09.2025
- Manage comprehensive game day operations, including ticket scanning and security oversight.
- Maintain cleanliness of facilities to enhance attendee experience.
- Provide support to patrons for smooth engagement in game day events.
Clerk
Foran & Foran P.A.
Greenbelt, MD
04.2018 - 07.2024
- Managed data entry tasks using Microsoft Excel
- Organized and closed files, ensuring accurate record-keeping
- Created exhibits for trials and hearings, supporting legal proceedings
Education
Bachelor of Science - Hospitality Management, focus in Event Management
Auburn University
Auburn, AL08.2025
High School -
DeMatha Catholic High School
06.2021
Skills
- CRM software
- Investment strategies
- Portfolio management
- Tax planning
- Insurance planning
- Financial planning
- Client relations
- Relationship building
Certification
- Securities Industry Essentials
- Series 6
- Life and Health
Timeline
Financial Representative
Northwestern Mutual
09.2025 - Current
Operations Intern
Chesapeake Baysox
05.2025 - 09.2025
Clerk
Foran & Foran P.A.
04.2018 - 07.2024
Bachelor of Science - Hospitality Management, focus in Event Management
Auburn University
High School -
DeMatha Catholic High School