Gregory Corrie
Meridian,ID
Summary
Proven financial planner at RIVERRANCH ADVISORS, adept in asset allocation strategies and client relationship building, enhanced portfolios through customized wealth management plans. Achieved significant client satisfaction by leveraging strong analytical skills and relationship-building expertise, ensuring compliance and portfolio performance improvement. Continuously advanced financial knowledge, contributing to business growth and client retention.
Overview
32
32
years of professional experience
Work History
Registered Representative- Financial Planner
Insurance Benefits- RIVERRANCH ADVISORS
05.1992 - Current
- Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.
- Continuously monitored market trends to stay up-to-date on relevant news affecting clients'' portfolios, enabling proactive adjustments when necessary.
- Collaborated with internal departments such as compliance and operations to address any concerns or issues impacting client accounts, ensuring a seamless customer experience.
- Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.
Education
BS Criminal Justice- Labor Relations - Criminal Justice- Business
Metropolitan State College of Denver
Denver, CO05.1982
Skills
- Customer service and support
- Customer Engagement
- Relationship Building
- Goal-oriented mindset
- Financial product knowledge
- Strong analytical skills
- Negotiation Techniques
- Relationships and rapport
- Regulatory Compliance Knowledge
- Sales Development
- Marketing campaigns
- Portfolio Management
- Sales acumen
- Technological proficiency
- Risk Assessment and Management
- Asset Allocation Strategies
- Insurance Solutions Understanding
- Retirement Planning Expertise
- Estate planning knowledge
- Client Relationship Building
- Customer Support
- Customer Relations
- Telephone reception
- Client Services
- Client Service
- Staff Training
- Paperwork Processing
- Sales Reporting
- Business growth and retention
- Records Management
- Performance Improvement
Timeline
Registered Representative- Financial Planner
Insurance Benefits- RIVERRANCH ADVISORS
05.1992 - Current
BS Criminal Justice- Labor Relations - Criminal Justice- Business
Metropolitan State College of Denver
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