Jennifer Betts
Orange County,CA
Summary
Multifaceted Financial Services Practice Management professional offering a dynamic skill set with success across sectors. Proven leader with expertise in financial planning, practice management, and executive team support. Offering exceptional communication skills whilst successfully developing trust and rapport with clients.
Overview
30
30
years of professional experience
Work History
Advisor Insurance Sales
Insurance Sales
Orange County, CA
10.2022 - Current
- Results-oriented advisor utilizing consultative approach to develop and maintain client relationships
- Skilled in analyzing and assessing client needs combined with exemplary communications skills to help educate clients to create the best individualized plans.
Practice Manager
BluePrint Private Wealth Management, LLC/Karish, LLC
Alpharetta, GA
10.2019 - 10.2022
- Partner with wealth advisory practice with $70-90MM AUM
- Managed client relations, client onboarding, partnered with practice development, managed and maximized advisor/client scheduling, and relationship building.
- Spearheaded community outreach initiatives for brand building and stronger client relations.
- Facilitated implementation of new technology systems into existing workflows in order to improve operational efficiency.
- Resolved escalated customer service issues in a timely manner while maintaining a high level of professionalism.
- Managed vendor relationships for supplies and services related to the practice.
- Participated in strategic planning initiatives aimed at developing long-term goals for the practice's growth and success.
- Ensured compliance with relevant regulatory laws governing practices.
- Created and implemented policies and procedures for effective practice management.
- Motivated staff by offering direction and providing constructive feedback.
- Supported practice team, which boosted efficiency and improved overall process flow.
Graduate School/Private Tutor
Cobb County, GA
01.2018 - 01.2019
- Private tutor for middle and high school students with targeted instruction for standardized tests and specific subject matter content while pursuing additional graduate studies
- Completed coursework requirements for lead ELA educator for high school and first/second undergraduate core curriculum.
Financial Advisor
AIG
Atlanta, GA
01.2016 - 01.2018
- Successfully advised and helped educators, school administrators and staff for assigned school districts to reach their financial goals
- Increased employee participation and increased employee deferral elections with expanded financial education initiatives including seminars, benefits fairs, and finance labs
- Advised, created and implemented financial plans utilizing advanced knowledge of tax and investment strategies, securities, insurance and pension plans
- Spearheaded strategic programming to help educators with student loan/debt repayment.
Financial Advisor
AXA Advisors
Atlanta, GA
01.2015 - 01.2016
- Advised clients utilizing advanced knowledge of tax and investment strategies, securities, insurance and pension plans to help them reach their financial goals.
Financial Advisor
Edward Jones Investments
Lake Forest, CA
04.2010 - 04.2015
- Increased Branch Assets Under Management by more than 40%
- Successfully advised professionals, business owners, and not-for-profits on financial plans utilizing advanced knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
- Assessed clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives
- Established investment strategies.
Producer/Writer/Reporter
JDB Productions
Orange County, CA
01.2008 - 01.2010
- Producer/Writer/Reporter consulting and developing television programming and documentaries
- Consulted on the development of a new Orange County program
- Consulted and advised on overall show development, produced and wrote enterprising show packages/stories, and scouted talent.
Adjunct Professor
Golden West College
Huntington Beach, CA
01.2002 - 01.2005
- Instructor for Broadcast/Television classes for reporting, writing, producing, and on-air presentation
- Broadcast instructor/advisor for student newscast.
Producer/Reporter/Host
01.1995 - 01.2004
- Producer/Reporter for various news programs reporting in-studio and in the field as well as produced show from story pitch and development to production
- For local half-hour weekly, one-hour specials and national collaboratives
- Fill-in Host for weekly entertainment/educational program
- Advised with on-camera development and overall show presentation.
Education
M.A. in Journalism/Drama -
New York University
New York, NYB.B.A. in Marketing -
University of Georgia
Athens, GASkills
- Financial Planning
- Investment Management
- Client Relations
- Risk Management
- SalesForce
- Morningstar
- Presentations and public speaking
- Wealth Management
- Calendar Management
- Executive Support
- Presentation Development
- Research capabilities
- Office Management
- Project Oversight
- Self-starter
- Meticulous attention to detail
Awards
- Ted Jones Prospecting Award
- Edward Jones Eagle Award Recipient (awarded to top 15% of advisors)
- Emmy Nominations – Los Angeles Area
- Orange County Legal Reporting Award
- Dean’s Scholarship Recipient - New York University
Timeline
Advisor Insurance Sales
Insurance Sales
10.2022 - Current
Practice Manager
BluePrint Private Wealth Management, LLC/Karish, LLC
10.2019 - 10.2022
Graduate School/Private Tutor
01.2018 - 01.2019
Financial Advisor
AIG
01.2016 - 01.2018
Financial Advisor
AXA Advisors
01.2015 - 01.2016
Financial Advisor
Edward Jones Investments
04.2010 - 04.2015
Producer/Writer/Reporter
JDB Productions
01.2008 - 01.2010
Adjunct Professor
Golden West College
01.2002 - 01.2005
Producer/Reporter/Host
01.1995 - 01.2004
M.A. in Journalism/Drama -
New York University
B.B.A. in Marketing -
University of Georgia
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