Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
References
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Ian Campbell

Ian Campbell

Financial Representative
St. Petersburg,FL

Summary

Professional in financial services with strong background in client relations, alternative wealth building strategies, and financial planning. Demonstrates collaborative approach and adapts to changing needs to achieve results. Skilled in risk assessment, portfolio management, and customer service. Reliable team player with focus on delivering tailored financial solutions.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Representative

Westshore Financial
10.2024 - Current
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
  • Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
  • Nurtured 15-20 new business leads every month through targeted outreach, cultivating a robust pipeline of prospective clients through past business experiences
  • Developed tailored investment strategies to optimize clients'' long-term financial goals.
  • Managed finances and overall business direction through solutions-oriented problem-solving.

Facility Operator and Operations Engineer

Florachem Citrus Solvents
05.2024 - 10.2024
  • Operate large oil distillation plant for a variety of different blends and oil folds, utilizing a variety of different digital workspaces to monitor and maintain safe levels for my team and other operations.
  • Collaborated with daytime management to ensure seamless transition between shifts, maintaining consistency in daily operations, calculations, and orders.
  • Ensures safety compliance and adheres to company guidelines for industry regulations during mixing operations by checking newly mixed products for accuracy and regulatory adherence.
  • Secured records and storage to comply with filing and indexing procedures. Monitored Distillation systems and access controls within the facility, safeguarding company assets and maintaining a secure working environment.

Production/ Art Assistant/ Set Builder

Independent Subcontracting Group
03.2021 - 10.2023
  • Staged various production shoots for Advent Health, Home Depot, QVC, and HULU.
  • Provide support to production team as directed
  • Procured, organized and inventoried props for projects
  • Help Production Manager plan and execute scenes for commercials
  • Provided construction tasks as assigned in order to meet time constraints

SEO, and Project Manager

Property Tourzz NYC
02.2020 - 10.2021
  • Managed CRM, SEO, and Social Media marketing for multiple real estate brokerages out of NYC and was able to secure multiple closings through online systems built out by my team's outreach program totaling over $3 million in client sales.
  • Worked with well-established national brokers (Douglas Elliman and Smith and Associates Real Estate
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the process.

Education

B.S. - Art History

University of South Florida
Tampa, FL
12.2022

Associate of Arts - Liberal Arts

Hillsborough Community College
Tampa, FL
2020

Skills

  • Cashflow allocation and analysis
  • Retirement planning
  • Debt management
  • Risk assessment
  • Wealth management
  • Financial planning
  • Asset allocation
  • Estate Planning
  • Self-motivated
  • Strong Leadership and Communication Skills
  • Detail-oriented
  • Strong Data Analysis
  • CRM Software, Search Engine Optimization (SEO) and Account Scaling

Accomplishments

    Academic:

  • State of Florida House Page and Messenger
  • Optimist Club Oratorical Speech Finalist
  • Florida Youth in Government Judicial Competition (Rising Star Recognition)
  • Lead acting performances including Edinburgh Fringe Performing Arts Festival, Edinburgh, Scotland 2014 (https://www.theledger.com/story/news/2014/08/03/all-saints-students-to-perform/8187185007/)
  • Southeastern University Student Leadership Conference
  • High Academic Honor's (Art, Math, English, Music, History).

    • Community:

  • Eagle Scout, Boy Scouts of America (BSA), 2011
  • BSA Distinguished Merit Honor for earning all 144 merit badges (only 596 Scouts have earned this honor in the history of Scouting http://www.meritbadgeknot.com/scoutbios/campbell-ian.pdf);
  • Philmont and Sea Base High Adventure Treks
  • Community Service Projects (ecological clean-ups, Veterans building, church, and school ground renovations); troop leadership (Troop 104, Lakeland, FL);
  • Play it Forward Polk, and SPCA Fundraiser Performances

    • Entrepreneurial:

  • Developed Indie Rock Band, Glass House Point (bass and synth artist, co-creator)over 2 million streams: Song writing, content creation, branding, marketing, production lead, performance and promotional management leading to 4 national tours https://alternativelypop.com/2021/05/16/1154/

Certification

215- Licensed in FL, KY.

Timeline

Financial Representative

Westshore Financial
10.2024 - Current

Facility Operator and Operations Engineer

Florachem Citrus Solvents
05.2024 - 10.2024

Production/ Art Assistant/ Set Builder

Independent Subcontracting Group
03.2021 - 10.2023

SEO, and Project Manager

Property Tourzz NYC
02.2020 - 10.2021

B.S. - Art History

University of South Florida

Associate of Arts - Liberal Arts

Hillsborough Community College

References

  • Mr. Piyush Patel, Founder and CEO, Kyra Infotech
  • Mr. Keith Van Tilburg, Assistant Scoutmaster, Troop 104
  • Dylan Graham, Entrepreneur/Business Owner, Unmatched Marketing, Brandon, FL

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