Gregory Heninger
Sr. Finacial Consultant
Fort Lauderdale,FL
Summary
Accomplished Financial Consultant with 18 year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
27
27
years of professional experience
11
11
years of post-secondary education
Work History
Sr. Financial Consultant
E*TRADE
Fort Lauderdale, FL
08.2019 - Current
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created retirement goal planning and identified target customers by interacting on phone and in person.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Sr Financial Consultant
TD Ameritrade
Fort Lauderdale, FL
03.2017 - 08.2019
- Built and maintained a strong client relationship and ongoing pipeline through phone and in-person appointments to active and prospective clients.
- Provided and demonstrated comprehensive investment knowledge and industry guidance.
- Explained appropriate investment products through phone and in-person presentations tailored to each client's needs and long-term investing strategies influencing client’s decision to maintain and deposit new assets.
- Identified and followed up on existing and lead generated opportunities in establishing customer relationships in efforts to enhance and improve client’s situations.
Lead Event Director
TD Ameritrade
Salt Lake City, UT
08.2004 - 10.2016
- Presented and sold investor education to TD Ameritrade clients in live weekly workshops focusing on trading stocks, options, futures, technical analysis, and income investing.
- Excelled at selling solutions for clients, teaching associates sales strategies, and managing sales associates through guidance and coaching..
- Successfully integrated the TD Ameritrade Branch Network & Investment Consultants into workshops. Instructed them on value propositions, sales, and asset gathering strategies producing immediate results. These efforts generated over $2 Billion in new assets from existing and new clients
- Organized, led and developed a team of 65 investor education sales associates producing workshops and investor conferences Nationwide.
- Recipient of; Circle of Champions for sales two consecutive years, Presidents Club 10 quarters for sales. Change Management for leading, training, motivating sales team through corporate reorganization and implementation of new sales and workshop processes.
Sr Officer
Provo City Police Dept
Provo, UT
12.1994 - 12.2004
- Sr. Officer; lead 10 Jr. Police officers in all aspects of Police work, training, report writing, tactics, and community relations.
- S.W.A.T. Sniper 6 years. Proficient with the sniper rifle in the urban tactical environment, tasked with intelligence investigation gathering and reporting before an S.W.A.T. entry is executed, protected the team upon approach, and hostage negotiations.
- Field Training Officer; trained new recruits out of the Police Academy for all aspects of Patrol duties, evaluated their progress, directed re-training issues, wrote recommendations for their permanent files.
- Police Academy Instructor training new recruits, practical’s day in life scenarios, traffic stops, high-risk takedowns, arrest control tactics, domestic disputes, active shooter, intro to S.W.A.T. tactics and operations.
- Recipient of the Life Saving Medal, Officer of the year, and Rookie of the year.
Education
Bachelor of Science - Criminal Justice
Utah Valley Univestity
Orem, UT 01.1994 - 08.2004
Skills
Client Relationships
Financial Advising
Financial planning
Investment advice
Sales expertise
Accomplishments
- Passionate volunteer for Leukemia and Lymphoma Society
- Volunteer at Huntsman Cancer Hospital Infusion lab
- Habitat for Humanity
- Boy Scouts of America
- Fraternal Order of Police
Timeline
Sr. Financial Consultant
E*TRADE
08.2019 - Current
Sr Financial Consultant
TD Ameritrade
03.2017 - 08.2019
Lead Event Director
TD Ameritrade
08.2004 - 10.2016
Sr Officer
Provo City Police Dept
12.1994 - 12.2004
Bachelor of Science - Criminal Justice
Utah Valley Univestity
01.1994 - 08.2004