Jeff Drost
Victoria,TX
Work Preference
Summary
Results-oriented Financial Advisor uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
16
16
years of professional experience
Work History
Financial Advisor
Prosperity Private Investments
Victoria , Texas
03.2017 - 04.2021
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue
Financial Advisor Intern
Ameriprise Financial
Victoria , Texas
05.2014 - 03.2017
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Advisor
Investment Professionals Inc
Victoria , Texas
10.2005 - 05.2014
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Education
BBA - Accounting
St Mary's University San Antonio
San Antonio, TX08.1987
Skills
- Tax law expertise
- Insurance decisions
- Investment planning
- Trend analysis expertise
Timeline
Financial Advisor
Prosperity Private Investments
03.2017 - 04.2021
Financial Advisor Intern
Ameriprise Financial
05.2014 - 03.2017
Financial Advisor
Investment Professionals Inc
10.2005 - 05.2014
BBA - Accounting
St Mary's University San Antonio