Hayden Gresham
Indian Trail,NC
Summary
Accomplished Financial Advisor at Steward Partners and seasoned Head Coach with a proven track record in wealth management and team development. Excelled in client relations and athlete performance optimization, leveraging effective communication and risk assessment skills. Demonstrated success in fostering client loyalty and enhancing team proficiency, significantly impacting client and team outcomes.
Overview
4
4
years of professional experience
Work History
Financial Advisor
Steward Partners
07.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
Head Coach
Showcase Baseball Academy
05.2024 - 08.2024
- Conferred with assistant coaches to determine weaknesses in current team roster and develop recruitment plans.
- Championed athlete development both on and off the field by fostering personal growth through character-building exercises.
- Promoted good sportsmanship with competing teams on- and off-field.
- Promoted proper stretching, warmups and conditioning exercises to prevent sports injuries.
- Researched latest industry trends and developments to keep abreast of best practices.
Head Coach
5 Star Baseball
05.2020 - 10.2020
- Developed athletes'' skills through personalized coaching, resulting in higher individual achievements.
- Evaluated individual knowledge, skills, and strengths, and assigned team positions to maximize talent areas.
- Used previous game and team data to make informed decisions regarding game strategies.
- Increased overall team proficiency by using educational drills and activities.
- Motivated athletes to become stronger, more agile, and more effective through training habits and proper nutrition.
- Optimized athlete performance with consistent evaluation and adjustment of coaching techniques based on individual needs and overall team objectives.
Education
Bachelor of Arts - Sports Management
Lenoir-Rhyne University
Hickory, NC07.2022
Skills
- Risk Assessment
- Client Relations
- Wealth Management
- Process Improvement
- Pipeline Management
- Behavioral Finance
- Effective Communication
- Group leadership
- Team Development
- Verbal and written communication
Accomplishments
- SAC Conference Champion in 2022
- Multiple previous athletes committed to play NCAA sports
- Pitcher of the Week in 2020
- 4 Year Pitcher at Lenoir-Rhyne University
Timeline
Head Coach
Showcase Baseball Academy
05.2024 - 08.2024
Financial Advisor
Steward Partners
07.2022 - Current
Head Coach
5 Star Baseball
05.2020 - 10.2020
Bachelor of Arts - Sports Management
Lenoir-Rhyne University
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