John Sprengel
Financial Services
Chicago,IL
Summary
Experienced financial professional with a proven track record of delivering impactful results in client financial planning and investment strategies. Strong team collaboration and adaptability ensure reliable performance in fluctuating environments. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Effective communication, problem-solving abilities, and a results-driven mindset are key strengths.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Licensed Financial Services Representative
Morgan Stanley
10.2024 - Current
- Facilitating effective collaboration with clients and colleagues
- Obtained Series 7 and Series 63 licenses
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Collaborated with cross-functional teams to develop integrated financial solutions that met diverse client needs.
- Dedicated to fostering strong client relationships and consistently achieving business objectives
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Business Development Representative
Arive Logistics
08.2023 - 08.2024
- Manage a high-value client portfolio, consistently generating $60-80K in daily revenue.
- Strengthened client relations and increased daily revenue by 163% from Q1 to Q2 of 2024
- Proactively cultivate client relationships through regular communication and personalized service, ensuring satisfaction and fostering long-term partnerships
- Oversee all aspects of logistics and supply chain operations, including coordination, transportation and inventory management, to ensure seamless and efficient service delivery
- Regularly conduct cold calls and customer outreach to identify new opportunities and accelerate existing opportunities Collaborate cross-functionally with sales, operations, and customer service teams to deliver exceptional service and solutions, leveraging collective expertise to meet client needs effectively
- Apply strong negotiation skills in contract discussions and conflict resolution, ensuring favorable outcomes while maintaining high levels of client satisfaction and retention
Market Research Analyst Intern
ML Properties
05.2022 - 08.2022
- Conducted in-depth analysis of current housing market trends, identifying key opportunities for profit in emerging sectors
- Evaluated properties utilizing Cap Rate metrics to assess potential returns on investment
- Developed a comprehensive understanding of industry dynamics by examining relevant economic factors and trends.
Education
Bachelor of Arts - Psychology & Business Communications
Miami University
Oxford, OH 8 2018 - 5 2022
Skills
- Customer Relations
- Investment analysis
- Customer Acquisition
- Analytics
- Cold Calling
- Financial product sales
- Financial markets
- Supply Chain Management
- Operational efficiency
- Revenue Management
- Exceptional Interpersonal Communication
Certification
SIE - FINRA
Timeline
Licensed Financial Services Representative
Morgan Stanley
10.2024 - Current
Business Development Representative
Arive Logistics
08.2023 - 08.2024
Market Research Analyst Intern
ML Properties
05.2022 - 08.2022
SIE - FINRA
Series 63 License – NASAA
Series 7 License – FINRA.
Bachelor of Arts - Psychology & Business Communications
Miami University
8 2018 - 5 2022
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