Glen Crabtree
CANTON
Summary
Financial Advisor with a strong focus on developing comprehensive financial plans. Skilled in client relations and strategic communication, driving client confidence and satisfaction.
Overview
4
4
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
Canton
08.2022 - Current
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Conducted regular meetings to review financial progress and adjust plans.
- Explained the advantages and disadvantages of available financial products to clients and prospective clients to maximize confidence.
- Network effectively to build book and professional resources
Graduate Assistant Coach
University Of Northwestern Ohio
Lima
07.2021 - 07.2022
- Assisted in developing practice plans and game strategies for the team.
- Coordinated player training sessions to enhance skills and performance.
- Created scouting reports on opposing teams prior to games.
- Recruited and signed high school and college players for our program
Education
MBA - Business Administration
University of Northwestern Ohio
Lima, OH09-2022
Bachelor of Science - Business Administration
Lourdes University
Sylvania, OH05-2020
Skills
- Financial planning
- Network building
- Problem solving
- Time management
- Ethical judgment
- Insurance decisions
- Investment strategy development
Accomplishments
Dean's List 2019-2022
Timeline
Financial Advisor
Northwestern Mutual
08.2022 - Current
Graduate Assistant Coach
University Of Northwestern Ohio
07.2021 - 07.2022
MBA - Business Administration
University of Northwestern Ohio
Bachelor of Science - Business Administration
Lourdes University