Jerome Avner
Bartlett,IL
Summary
Energetic financial services professional and business owner that is highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Business Owner
Designed Printed Products, Inc
Bartlett, IL
02.1992 - Current
- Manufacturer of flexible flat magnets (refrigerator magnets) for marketing, education, schedules and promotions.
- Customers through out the United States
- One of the original companies offering refrigerator magnets
- Clients included professional sports teams, radio stations, educational companies, and small and large corporations.
Wealth Advisor and Certified Financial Planner
TC Wealth Partners/Trust Company of Illinois
Downers Grover, IL
05.2006 - 12.2020
- Advised clients on various aspects of their finances, including saving money for future needs, investing for retirement.
- Prepared customized asset allocation models based on client risk tolerance and long-term goals.
- Established relationships with other professionals when necessary for the benefit of clients.
- Conducted analysis of client goals and objectives to recommend appropriate investment strategies.
- Responded promptly to inquiries from both existing and prospective customers about financial services offered by the firm.
- Actively participated in continuing education programs to stay abreast of developments in the field of finance.
- Developed comprehensive financial plans for clients, including retirement, estate and tax planning.
- Drafted detailed reports summarizing the progress of each client's financial plan over time.
Education
Bachelor of Science - Commerce
DePaul University
Chicago, IL02-1976
Skills
- Portfolio Management
- Asset Allocation
- Investment strategies
- Financial Planning
- Estate Planning
- Retirement planning
- Trust Services
- Performance Analysis
- Strategic Planning
- Resources Allocation
- Customer Service
- Business Planning
- Coaching and Mentoring
- Business Administration
- Staff Management
- Business Development
Certification
- Certified Financial Planner (CFP)
- Life Insurance licenses in 11 States
- US Army Veteran
Timeline
Wealth Advisor and Certified Financial Planner
TC Wealth Partners/Trust Company of Illinois
05.2006 - 12.2020
Business Owner
Designed Printed Products, Inc
02.1992 - Current
Bachelor of Science - Commerce
DePaul University
- Certified Financial Planner (CFP)
- Life Insurance licenses in 11 States
- US Army Veteran
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