Hannah Fulps
Broken Arrow,OK
Summary
Enthusiastic Financial Advisor committed to helping clients meet financial goals. Known for strong analytical skills, effective communication, and collaborative approach tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial aspirations.
Overview
4
4
years of professional experience
Work History
Financial Advisor
Edward Jones
Tulsa, OK
05.2024 - Current
- Developed personalized financial plans aligning with client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Educated clients on financial products, enhancing understanding and decision-making.
- Monitored portfolio performance, adjusting strategies to optimize returns and mitigate risks.
- Conducted comprehensive financial reviews, ensuring compliance with regulatory standards.
Associate
Edward Jones
Tulsa, OK
01.2024 - 05.2024
Marketing & Recruitment Lead
Oklahoma Chiller
02.2023 - Current
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Researched industry and marketplace trends to develop marketing solutions and enhance business operations.
- Developed opportunities for operational improvements across recruiting programs and implemented changes.
- Recommended recruiting systems and tools to maximize workflow productivity and enhance candidate and employee experience.
Brand Marketing Specialist
TGI Greek
Tulsa, OK
02.2022 - 02.2023
- Created, curated and managed published content for feed and stories across social media channels, increasing our Instagram following +3,000.
- Boosted brand awareness with target customer demographics with social, print and email campaigns.
- Managed internal and external events planning, event booking and event promotions.
- Managed and mentored 50-60 brand ambassadors to assist in overarching social media strategies.
- Supervised interns in social media post development and online copywriting.
Education
Bachelor of Science - Business Administration
Northeastern State University
Broken Arrow08.2021
Associate of Arts - Liberal Arts And General Studies
Tulsa Community College
Tulsa, OK08.2019
Associate of Science - Biology
Tulsa Community College
Tulsa, OK08.2019
Skills
- Relationship building and management
- Analytical thinking
- Client relations
- Cross-functional teamwork
- Documentation management
- Collaborative mindset
- Process improvement
Timeline
Financial Advisor
Edward Jones
05.2024 - Current
Associate
Edward Jones
01.2024 - 05.2024
Marketing & Recruitment Lead
Oklahoma Chiller
02.2023 - Current
Brand Marketing Specialist
TGI Greek
02.2022 - 02.2023
Associate of Arts - Liberal Arts And General Studies
Tulsa Community College
Associate of Science - Biology
Tulsa Community College
Bachelor of Science - Business Administration
Northeastern State University