Jamie V. Cremeans
Castle Rock,CO
Summary
Extensive and award winning experience in client relationship management, portfolio management, service, sales, and retirement planning across multiple departments and firms including Schwab, Empower Retirement Services, and TD Ameritrade over a 16 year history
Overview
24
24
years of professional experience
Work History
Sr. RETIREMENT ADVISOR
Empower Retirement Services
09.2019 - Current
- Responsible for relationship management, sales, and proactive education to core IRA customers within assigned book of high net worth clients
- Conduct Retirement Readiness Reviews and Financial/Investment planning discussions across base of 2,000 + clients
- Engage clients in consultative conversations through outbound calls
- Primary goals of education are retention and expansion of IRA customer's relationship with Great-West
- Act in a dual registration capacity for GWFS Brokerage and Advised Assets Group
- Led department wide Pilot initiative to establish team based client management model
Sr. FINANCIAL CONSULTANT
TD Ameritrade
11.2018 - 08.2019
- Maintain and grow book of 500 practice clients totaling more than $350 million of assets
- Responsible for conducting Financial and Retirement planning sessions using MoneyGuide Pro planning software
- Responsible for increasing NNA, Advice and Guidance, Active trader, and Fixed Income sales
- Identify, execute and follow-up on opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement
- Build and maintain strong client network and pipeline through referrals and solicitation of active and prospective client base
- Responsible for driving branch customer appointments and phone sale opportunities
- Apply retirement and financial planning skills to specific client situations
RETIREMENT ADVISER
Empower Retirement Services
06.2018 - 11.2018
- Responsible for relationship management, sales, and proactive education to core IRA customers within assigned book of high net worth clients
- Engage clients in consultative conversations through outbound calls
- Primary goals of education, retention and expansion of IRA customer's relationship with Great-West
- Act in dual registration capacity for GWFS Brokerage and Advised Assets Group.
INVESTMENT CLIENT ADVISER
Empower Retirement Services
02.2016 - 05.2018
- Educate and consult with plan participants on Advisory Services available through their plan to assist participants in reaching their retirement goals
- Gather knowledge of participant financial objectives, asset composition, and past historical information
- Provide explanations and justifications for past returns in comparison to economic environment, while acknowledging goal of managed account services
- Identify, execute, and pursue opportunities to win additional client assets while providing client retirement planning discussions
- Execute assigned and proactive outbound calls, focusing on defined objectives set for outbound call campaigns
- Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls
Stay at home Father
12.2010 - 01.2016
FINANCIAL CONSULTANT
Charles Schwab & Co.
08.2007 - 12.2010
- Client Relationship Management
- Responsible for revenue generation through client development and sales of a book of 300+ clients
- Sales of Schwab banking products, Advice services, and encouragement of net new assets
- Circle of Excellence 2010
PORTFOLIO CONSULTANT (Schwab Private Client)
Charles Schwab & Co.
12.2003 - 07.2007
- Assisted launch of Schwab's advice service known as "Advised Investing Signature" to client portfolios below $500,000 as Portfolio Consultant
- Progressed business to become Portfolio Consultant with Schwab Private Client working with client portfolios exceeding $500,000+
- Partnered with 5 Schwab branches across Pacific Northwest and over 30 Financial Consultants to grow advised level of assets from zero to 400+ households and $125,000,000 assets under management within 4 years
- Awarded Chairman's Club in 2006 for management and service excellence
OUTBOUND BUSINESS DEVELOPMENT
Charles Schwab & Co.
05.2002 - 12.2003
- Performed outbound sales calling campaigns to existing and potential clients with goal of net new asset accumulation and sales of Schwab advised products and services
REGISTERED REPRESENTATIVE
Charles Schwab & Co
08.2000 - 05.2002
- Performed client service and trading functions as Registered Representative across three different teams including Active Trader and High Net Worth teams
Education
CFP
COLLEGE FOR FINANCIAL PLANNING
Englewood, COBachelor of Science - Global Business/Finance
ARIZONA STATE UNIVERSITY
Phoenix, AZSkills
- Salesforce
- MoneyGuide Pro
- Sales Expertise
Accomplishments
- Chairman's Club (Schwab Private Client) (2006)
- Circle of Excellence (Financial Consultant) (2010)
- Achieved departmental sales record of $20 million sales in 8 week period (2020)
Licenses
- Series 7
- Series 63
- Series 65
References
Marc LaChance, VP Wealth Investment Services
Deane Antoniou, Managing Director, Charles Schwab Investment Advisory, Phoenix, AZ
- Charles Schwab & Co.
- 480-392-8038
- Deane.antoniou@schwab.com
James Corey, Branch Manager, Las Vegas, NV, Charles Schwab & Co.
- Former Supervisor
- James.corey@schwab.com
- 702-880-2013
John Carter, Branch Manager, Boise, ID, Charles Schwab, & Co.
- Former business partner
Denise Patridge, VP, Financial Consultant, Portland, OR, Charles Schwab & Co
- Former business partner
- Denise.patridge@schwab.com
- 503-721-2429
Timeline
Sr. RETIREMENT ADVISOR
Empower Retirement Services
09.2019 - Current
Sr. FINANCIAL CONSULTANT
TD Ameritrade
11.2018 - 08.2019
RETIREMENT ADVISER
Empower Retirement Services
06.2018 - 11.2018
INVESTMENT CLIENT ADVISER
Empower Retirement Services
02.2016 - 05.2018
Stay at home Father
12.2010 - 01.2016
FINANCIAL CONSULTANT
Charles Schwab & Co.
08.2007 - 12.2010
PORTFOLIO CONSULTANT (Schwab Private Client)
Charles Schwab & Co.
12.2003 - 07.2007
OUTBOUND BUSINESS DEVELOPMENT
Charles Schwab & Co.
05.2002 - 12.2003
REGISTERED REPRESENTATIVE
Charles Schwab & Co
08.2000 - 05.2002
CFP
COLLEGE FOR FINANCIAL PLANNING
Bachelor of Science - Global Business/Finance
ARIZONA STATE UNIVERSITY
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