Jered Kenny

• Led sales team in creating strategies for customer engagement through automated answering services and scheduling.
• Developed partnerships with local health providers, increasing referral opportunities.
• Managed client relationships to drive satisfaction and ensure service retention.
• Prepared financial documents such as budgets, forecasts and reports.

•Built and managed a client base by conducting comprehensive financial needs analyses and developing customized retirement, insurance, and investment strategies
•Analyzed clients’ cash flow, risk exposure, and long-term goals to recommend appropriate life, disability, and wealth accumulation solutions
•Maintained ongoing client relationships through portfolio reviews, policy updates, and proactive financial planning adjustments to support long-term wealth growth

• •Analyzed clients’ cash flow, risk exposure, and long-term goals to recommend appropriate life, disability, and wealth accumulation solutions
• •Maintained ongoing client relationships through portfolio reviews, policy updates, and proactive financial planning adjustments to support long-term wealth growth
• Evaluated clients' financial situations to recommend tailored financial products that align with their objectives.

•Created client-ready performance reviews and risk-adjusted return summaries, facilitating client understanding of portfolio performance.

•Supported portfolio construction and asset allocation.

•Researched securities across equities and fixed income.

•Analyzed investment portfolios to evaluate performance and identify risk factors.

•Conducted market research to uncover emerging investment opportunities.

• Collaborated with team to evaluate investment options and inform decision-making.