Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Timeline
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Jeff Stratemeyer

Cumming,GA

Summary

Experienced personal and business consultant with a proven track record in leveraging strong interpersonal skills to deliver innovative solutions that effectively address real-world challenges. Skilled at analyzing complex situations, identifying key issues, and developing strategic plans to drive organizational growth and success. Collaborative and passionate about achieving objectives and exceeding expectations through teamwork. Seeking opportunities to apply expertise and drive positive change within a dynamic and forward-thinking organization.

Overview

28
28
years of professional experience

Work History

Financial Consultant (Sole Proprietor)

Safe Money Consultants
01.2000 - Current
  • Established an comprehensive, independent, Financial Planning practice designed to meet the goals and needs of small business owners and individuals using established Financial Planning techniques and products.
  • Provided exemplary client service through consistent engagement and communication.
  • Sold financial products ranging from securities, to life insurance, to fixed indexed annuities enabling clients to achieve their financial objectives.
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
  • Implemented tax-saving strategies for clients, maximizing returns and minimizing liabilities.
  • Expanded client base through targeted marketing efforts and referrals from satisfied customers.
  • Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.

Financial Consultant

Waddell & Reed
11.1996 - 12.1999
  • Waddell & Reed.
  • Consistently one of the top producers for all Metro Atlanta offices.
  • Acquired clients utilizing multiple marketing channels (dinner seminars, cold calling, warm lead services).
  • Developed uniquely tailored financial plans enabling individuals to achieve their long-term goals and aspirations.
  • Three time winner of the Circle of Champions annual award.

Education

High School Diploma -

Peachtree High School
Dunwoody

Skills

  • Enthusiastic
  • Retirement planning
  • Investment advice
  • Budgeting expertise
  • Mutual funds
  • Sales expertise
  • Insurance sales
  • Sales follow-up
  • Multitasking Abilities
  • Problem-solving abilities

Accomplishments

    Georgia Resident Agent License# 501956 Issued 09/12/1996 Agent - Life- Accident & Sickness Issued Georgia License 501956 Agent - Variable Products Issued 10/10/1996 Series 7 & Series 63 Issued 1996 - 2014 CRD#: 2679537 Georgia Property and Casualty license Georgia License 501956.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Financial Consultant (Sole Proprietor)

Safe Money Consultants
01.2000 - Current

Financial Consultant

Waddell & Reed
11.1996 - 12.1999

High School Diploma -

Peachtree High School

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Jeff Stratemeyer