Jeffery Jones
Clifton Park,NY
Summary
Accomplished Financial Advisor and seasoned political strategist with a proven track record at Halliday Financial and MetLife. Excelled in investment advice and relationship management, significantly enhancing client portfolios and loyalty. Demonstrated leadership in political roles, expanding party influence and ensuring electoral success. Recognized for sales expertise and awarded for exceptional service, embodying a results-driven approach with a blend of hard and soft skills. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
17
17
years of professional experience
Work History
Financial Advisor, Senior Vice President
Halliday Financial
06.2017 - 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Vice Chairman, Saratoga County Republican Party
Saratoga County Republican Party
01.2023 - 08.2024
- Assisted chairman in everyday committee needs
- Helped recruit candidates for office, locally, state and national
- Helped oversee election efforts
- Successfully navigated poltical issues that arose
Chairman, Clifton Park Republican Committee
Clifton Park Republican Committee
01.2020 - 05.2024
- Oversaw expansion of the Committee
- Recruited Candidates for office
- Worked with County Chairman to ensure success of Party
- Successfully navigated issues that came up politically
- Oversaw election monitoring
Financial Advisor
MetLife
11.2007 - 06.2017
- Developed and maintained a client book of business
- Serviced clients
- Educated clients on financial matters
- Continually recognized as a top producer
- Awarded best service provider
Education
Bachelor of Arts - Business Management
Pikeville College
Pikeville, KY06.1997
Associate of Arts - Business
Lees College
Jackson, KY05.1994
Skills
Investment advice
Relationship building and management
Sales expertise
Retirement planning
Political Management
Timeline
Vice Chairman, Saratoga County Republican Party
Saratoga County Republican Party
01.2023 - 08.2024
Chairman, Clifton Park Republican Committee
Clifton Park Republican Committee
01.2020 - 05.2024
Financial Advisor, Senior Vice President
Halliday Financial
06.2017 - Current
Financial Advisor
MetLife
11.2007 - 06.2017
Bachelor of Arts - Business Management
Pikeville College
Associate of Arts - Business
Lees College
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