Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

John Traylor

Greeneville,TN

Summary

Knowledgeable professional well-versed in performing due diligence, valuations and statistical analyses on financial statements. Capable of preparing models, forecasting trends and giving presentations. Highly motivated by helping others by using the skill sets that I have.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Edward Jones Connection Financial Advisor

Edward D Jones Co LLP
St. Louis, MO
11.2020 - Current
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Facilitated new client onboarding process and investment account setup.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.

Client Transition Specialist

Edward D Jones Co LP
St. Louis, Missouri
10.2019 - 11.2020
  • Met clients urgent needs and managed the relationship between clients and their financial advisors through in bound calls.
  • Met all measures required for my position in all trimesters.
  • Completed required annual review, trades, and account maintenance when needed.
  • Filled in for Financial Advisors in the department making outbound calls and managing relationships. Currently have filled in for FA Kellen Woodard full-time since March 23, 2020-present.

Financial Advisor

Edward D Jones Co LP
Greeneville, TN
02.2018 - 10.2019
  • Cultivated and strengthened relationships with new and existing clients
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Performed due diligence and valuation processes
  • Created business plan and identified target customers

Loan Officer

Apex Bank
Greeneville, TN
12.2012 - 02.2018
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
  • Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets
  • Created reports on deteriorating trends and fiscal year-end losses

Education

Bachelor of Arts - Finance

East Tennessee State University
Johnson City, TN
05.2012

Skills

  • Financial and operational reporting
  • Strategic financial planning
  • Finance
  • Financial statements expertise
  • Preparing budgets
  • Collecting data
  • Financial management
  • Data trending
  • Excellent communication skills
  • Flexible team player
  • Highly ethical

Certification

  • Series 7 License; March, 2018
  • Series 66 License; April, 2018
  • Chartered Retirement Plannning Counselor - College of Financial Planning; August 2019

Timeline

Edward Jones Connection Financial Advisor

Edward D Jones Co LLP
11.2020 - Current

Client Transition Specialist

Edward D Jones Co LP
10.2019 - 11.2020

Financial Advisor

Edward D Jones Co LP
02.2018 - 10.2019

Loan Officer

Apex Bank
12.2012 - 02.2018

Bachelor of Arts - Finance

East Tennessee State University
John Traylor