Jeremy Day
Kingsport,Tennessee
Summary
Ownership mindset carrying professional with extensive experience managing high-net-worth portfolios and enhancing organizational relationships in various fields. Demonstrated success in financial stewardship, team mentorship, community engagement, and relationship building. Skills include strategic planning, portfolio management, and client engagement, bringing a strong track record of customer satisfaction and organizational growth.
Overview
13
13
years of professional experience
Work History
Wealth Advisor
Carson Wealth
12.2021 - Current
- Served as a trusted advisor to high-net-worth individuals, fostering loyalty through consistent delivery of exceptional service. Personally managed over $20 million in household assets while service as a team responsible for over $200 million.
- Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
- Supported clients during periods of market volatility by offering reassurance and objective advice based on sound analysis.
- Established strong relationships with clients, enhancing trust and long-term retention rates.
- Elevated overall team performance by mentoring associate wealth advisors on best practices in wealth management and client relations.
Financial Advisor
Edward Jones
11.2019 - 12.2021
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Started a book of business from scratch and accumulated over $2 million in assets in first six months.
- 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.
Brand Specialist
Planet Fitness - Kingsport
10.2018 - 11.2019
- Implemented innovative grassroots marketing initiatives to expand reach and drive consumer interest in a new market for the club.
- Generated business and community relationships for the club, including representing the club at community events and developing membership specials for said relationships.
- Oversaw and planned grand opening event for the Kingsport Club.
- Managed creative projects from inception to completion, ensuring timely delivery and exceptional results.
- Improved overall customer satisfaction by closely monitoring feedback and proactively addressing concerns.
Media and Community Relations Clerk
Publix Super Markets Inc
10.2016 - 11.2018
- Improved customer satisfaction by promptly answering inquiries and providing accurate information.
- Played a key role in overseeing extensive community outreach efforts and charitable contributions for organizations affiliated with present Publix stores in the area.
- Contributed to the planning and execution of store grand opening events as well as community relations appearances.
- Supported department by managing media and public relations inquiries.
- Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
- Trained new clerks on company procedures and software tools effectively contributing to their integration into the team.
Media and Promotions Assistant
Chattanooga Lookouts
05.2015 - 10.2016
- Generated on-air promotional scripts and broadcaster notes to promote client marketing and advertising initiatives, and to enhance the game by game broadcasting product.
- Assisted in interviewing, scheduling, and management of in game promotions team.
- Led teams social media presence including the development of a new team blog.
- Assisted in all areas of baseball game day business from ticket sales to concessions.
Program Director/Teen Leadership Director
Camp Jorn YMCA
06.2011 - 08.2015
- Organized and supervised diverse daily camp activities for a team of over 40 staff members and more than 100 campers every week, throughout multiple summers.
- Oversaw Counselor in Training Teen Leadership Program for two summers.
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Recruited and trained staff and volunteers to upgrade collective team skills.
- Mentored team members for professional development, resulting in increased productivity and job satisfaction.
- Provided ongoing direction and leadership for program operations.
Education
Bachelor of Arts - Journalism
University of Richmond
Richmond, VA05.2015
Skills
- Reporting and analysis
- Cash Flow Management
- Organizational Growth
- Project Management
- Sales proficiency
- Retirement planning
- Portfolio Management
- Financial Planning
- Event Planning and Execution
- Organizational Leadership
- Staff Management
- Strategic Planning
Timeline
Wealth Advisor
Carson Wealth
12.2021 - Current
Financial Advisor
Edward Jones
11.2019 - 12.2021
Brand Specialist
Planet Fitness - Kingsport
10.2018 - 11.2019
Media and Community Relations Clerk
Publix Super Markets Inc
10.2016 - 11.2018
Media and Promotions Assistant
Chattanooga Lookouts
05.2015 - 10.2016
Program Director/Teen Leadership Director
Camp Jorn YMCA
06.2011 - 08.2015
Bachelor of Arts - Journalism
University of Richmond
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