Jennifer Drinkle
Green River
Summary
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Wyoming Wealth Management
08.2020 - Current
- Assisted clients in understanding financial products and services, enhancing customer relations.
- Conducted market research to identify investment opportunities, supporting informed client decisions.
- Developed financial plans based on client needs, ensuring tailored investment strategies.
- Maintained accurate records of client interactions and transactions for compliance purposes.
- 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.
Personal Banker 2
Wells Fargo
08.2019 - 08.2020
- Cultivated strong customer relationships to enhance client satisfaction and retention.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Education
High School Diploma -
Green River High School
Green River, WYSkills
- Investment advice
- Retirement planning
- Financial advising
- Wealth management
- Investment management
Certification
Series 6
Series 63
Series 7
Series 66
Wyoming State Life Insurance License
Wyoming Variable Annuity / Variable Life License
SIE Certificate
Notary Public
Timeline
Financial Advisor
Wyoming Wealth Management
08.2020 - Current
Personal Banker 2
Wells Fargo
08.2019 - 08.2020
High School Diploma -
Green River High School