Jeremiah Skaggs
Barnhart,MO
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
Chesterfield, MO
01.2022 - Current
- Maximized digital reach by running original marketing campaigns on personal website, Facebook and LinkedIn.
- Prepare feed lists to ask current or prospective clients for referrals.
- Research potential leads.
- Spend time each day phoning potential leads and current clients to set up meetings for client reviews or fact-finding introductory meetings.
- Prepping for client-facing meetings to go over in-depth financial analysis.
- Ensured clients' understanding of how insurance, investments, taxes, and estate planning aligned with their specific goals.
- Educate prospective and current clients on Ernst and Young Study, taking a holistic approach to financial planning.
- Devised successful distribution strategies to safeguard against selling at lower prices in challenging markets.
- CRM management.
- Filling out appropriate paperwork to onboard clients.
- Successfully fulfilled yearly education mandates for both life/health and FINRA regulatory bodies.
- Provided advice on tax-advantaged investment opportunities.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Developed financial plans and strategies tailored to clients' individual needs.
VPO Coordinator
Anheuser-Busch
St Louis, MO
06.2019 - 12.2021
- Managed Brewing Department's training schedule and budget at St. Louis Brewery
- Conducted training sessions on TTCs for certified trainers belonging to different Brewing sub-departments.
- Managed and communicated weekly KPI performance for departmental KIPs.
- Oversaw and supported the sustainment and improvement of departmental endeavors.
- Led new department rollouts and implemented corporate agendas.
- Coordinated communications between various departments, ensuring seamless implementation of Lean Six Sigma methodologies.
- Served as a valuable contributor to enhancing kaizen projects through effective process improvement methods.
Lead Brewer
Anheuser-Busch
St Louis, MO
02.2016 - 06.2019
- Responsible for supervision and coordination of 4 brewing sub-departments.
- Assisted operators with troubleshooting issues during shift.
- Maintained updated shift documentation.
- Effectively communicated shift agendas to operators and brewers, ensuring smooth transitions between shifts.
- Collaborated with both maintenance and utilities department to ensure timely completion of preventive and corrective maintenance tasks.
- Made the weekly brewing schedule for orders that logistics would need filled 1 to 2 months out.
- Coordinated creation of daily work orders for both brewers and maintenance staff.
- Organized and conducted daily departmental meetings for hot and cold sides.
Education
Some College (No Degree) - Engineering Science
St. Louis Community College
Meramec, MOSkills
- Mutual funds
- Advising on investments
- Managing wealth
- Developing financial plans
- Client Relations
- Planning for retirement
- CRM Engagement
- Proficient with Microsoft outlook, Excel and OneNote
- Retirement planning
- Insurance Integration
- High level communication skills
- Coordination with other staff and advisors
- Setting meetings via phone and email
- Organizing calendars
- Running zoom, phone or in person meetings
Certification
- SIE
- Series 6
- Series 63
- Currently working towards Series 7 (sit at end of October)
- Life and health
- Completed a Brewing Capstone project in 2019 to improve departmental sensory scores
Affiliations
- I am actively involved at my church
- I lead workouts and have had leadership roles in an organization called F3
- I play multiple instruments and have been in several alternative rock bands
- I enjoy spending time with my wife and kids, I help couch my oldest sons flag football and baseball team
- I set on the board of young professionals for the St. Louis Salvation Army
About Me
- I am a man who takes pride in his work ethic and personal relationships. My Faith, Family, and Fitness are the three main pillars to my success. I believe in ameritocracy and the pursuit of happiness. I believe that the word pursuit is key in this phrase as we are not guaranteed to be happy but can work towards that goal on a daily basis with the choices we make.
- I am a proud father and love my family with all my heart.
- I believe that God has a purpose for me, that the struggles we go through in life are to build up our strength and faith in Him to share those experiences with others.
References
References available upon request.
Timeline
Financial Advisor
Northwestern Mutual
01.2022 - Current
VPO Coordinator
Anheuser-Busch
06.2019 - 12.2021
Lead Brewer
Anheuser-Busch
02.2016 - 06.2019
Some College (No Degree) - Engineering Science
St. Louis Community College