Geoffrey Holder
Queens,NY
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
28
28
years of professional experience
Work History
Financial Advisor/Licensed Insurance Agent
Fortis Lux Financial/ Mass Mutual
New York, NY
02.2017 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
Financial Advisor/Licensed Insurance Agent
First Investors/ Foresters Financial
New York, New York
07.1996 - 02.2017
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Education
Bachelor of Science - Finance
Lincoln University
Lincoln University, PA05-1988
Skills
- Planning for retirement
- Client Relations
- Mutual funds understanding
- Tax law expertise
- Investment advice
- Ethical standards
- Developing financial plans
- Managing wealth
Timeline
Financial Advisor/Licensed Insurance Agent
Fortis Lux Financial/ Mass Mutual
02.2017 - Current
Financial Advisor/Licensed Insurance Agent
First Investors/ Foresters Financial
07.1996 - 02.2017
Bachelor of Science - Finance
Lincoln University
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