Jonna Damiano
Spokane,WA
Summary
- To obtain a position that will allow me to use my knowledge, skills, and abilities in the securities and insurance industry. I am eager to help a firm in building and supporting a practical investment management program with leadership and value-added relationships.
- Knowledge of all lines of investment and insurance products
- Collaborating with individuals, families, and business owners using a comprehensive financial planning approach.
- Research and recommend strategies for insurance needs, asset management, retirement planning, and estate planning.
- Familiar with FINRA regulations as well as financial institution investment programs.
- Create goals and drive the execution of those goals to ensure organizational objectives are met and in line with the mission statement.
- Proven experience in planning, organizing, administering and evaluation of potential business growth opportunities.
- Review trends and develop solutions to better support the organizations.
- Proven leadership skills in building collaborative relationships with partners from other business units, SEG's and third-party vendors.
- Creative and initiative-taking approach in external business development
- Develop a team culture to retain, develop and grow.
- Ability to lead, coach, and mentor staff and help them achieve goals.
- Identify opportunities and create initiatives to increase client satisfaction and retention.
- Effective communication skills
- Experience in the investment industry since 1996.
- Management experience since 2009
- Credit Union management experience.
Talented professional considered knowledgeable leader and dedicated problem solver. Brings 27 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Wealth Advisor
Fulcrum Financial Group/LPL Financial
Spokane, WA
08.2022 - Current
- Collaborate with a team of advisors on servicing client base in a consistent manner
- Answered clients' questions and inquiries in regard to individual financial plans and strategies.
- Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.
- Supported clients during periods of market volatility by offering reassurance and objective advice based on sound analysis.
- Streamlined internal processes for improved efficiency, resulting in increased capacity for new clients without compromising service quality.
- Established strong relationships with clients, enhancing trust and long-term retention rates.
- Assisted clients in navigating complex financial situations, such as divorce or inheritance, by providing expert advice and compassionate support.
- Collaborated with cross-functional teams to deliver holistic financial planning services that addressed all aspects of a client''s financial life.
- Maintained regular communication with clients, providing updates on portfolio performance and adjusting strategies as needed.
- Provide day to day sales and service to clients
- Develop and support relationships with external business partners
- Demonstrate good judgment, earn the trust of, and successfully partner with colleagues, appreciate and nurture strong relationships in order to achieve desired outcomes
- Educated clients on various investment products, empowering them to make informed decisions about their financial futures.
- Provided ongoing portfolio monitoring and rebalancing, ensuring alignment with clients'' evolving objectives and market conditions.
- Assisted in estate planning by collaborating with legal professionals to ensure seamless transfer of wealth across generations.
- Prepared and interpreted financial document summaries, investment performance reports, and income projections.
- Continually updated knowledge of industry trends, regulatory changes, and market conditions to ensure the highest level of service for clients.
- Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
- Conducted comprehensive financial analyses to identify client goals and develop personalized strategies.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Help clients in achieving financial goals by analyzing cash flow, tax, retirement, estate planning and investment portfolio analysis
- Provide individuals and small businesses with implementation of recommendations using a variety of investment vehicles including annuities, stocks, bonds, mutual funds, insurance, and portfolio management services.
Financial Advisor
Ten Capital Wealth Advisors
07.2021 - 01.2022
- Collaborate with a team of advisors on servicing client base in a consistent manner
- Setting and achieving revenue goals
- Develop long and short-term strategies and growth plans
- Provide day to day sales and service to clients
- Develop and keep relationships with external business partners
- Demonstrate leadership standards through support for company's culture, values and professional expectations
- Demonstrate good judgment, earn the trust of, and successfully partner with colleagues, appreciate and nurture strong relationships in order to achieve desired outcomes
- Decide workload methods and standards, show measures of effectiveness, evaluate and implement changes in work methods as needed
- Build client base through various marketing activities
- Help clients in achieving financial goals by analyzing cash flow, tax, retirement, estate planning and investment portfolio analysis
- Provide individuals and small businesses with implementation of recommendations using a variety of investment vehicles including annuities, stocks, bonds, mutual funds, insurance, and portfolio management services.
Associate Wealth Advisor
First Interstate Bank
01.2019 - 06.2021
- Setting and achieving revenue goals
- Work closely with management and staff to develop, train and educate the importance of the investment department to both the institution and customers
- Coaching, mentoring, and training staff for success
- Develop long and short-term strategies and growth plans
- Provide day to day sales and service to clients
- Integrate investment products into the institution's traditional delivery channels to increase production goals
- Develop and support relationships with other internal and external business partners
- Demonstrate leadership standards through support for institutions culture, values and professional expectations
- Demonstrate good judgment, earn the trust of, and successfully partner with colleagues, appreciate and nurture strong relationships in order to achieve desired outcomes
- Provide team leadership through communication, coaching and mentoring
- Find workload methods and standards, show measures of effectiveness, evaluate and implement changes in work methods as needed
- Build client base through various marketing activities
- Help clients in achieving financial goals by analyzing cash flow, tax, retirement, estate planning and investment portfolio analysis
- Provide individuals and small businesses with implementation of recommendations using a variety of investment vehicles including annuities, stocks, bonds, mutual funds, insurance, and portfolio management services.
- Answered clients' questions and inquiries in regard to individual financial plans and strategies.
Associate Financial Advisor
Columbia Bank
08.2017 - 01.2019
- Setting and achieving revenue goals
- Work closely with management and staff to develop, train and educate the importance of the investment department to both the institution and customers
- Coaching, mentoring, and training staff for success
- Develop long and short-term strategies and growth plans
- Provide day to day sales and service to clients
- Integrate investment products into the institution's traditional delivery channels to increase production goals
- Develop and keep relationships with other internal and external business partners
- Demonstrate leadership standards through support for institutions culture, values and professional expectations
- Demonstrate good judgment, earn the trust of, and successfully partner with colleagues, appreciate and nurture strong relationships in order to achieve desired outcomes
- Provide team leadership through communication, coaching and mentoring
- Decide workload methods and standards, show measures of effectiveness, evaluate and implement changes in work methods as needed
- Build client base through various marketing activities
- Help clients in achieving financial goals by analyzing cash flow, tax, retirement, estate planning and investment portfolio analysis
- Provide individuals and small businesses with implementation of recommendations using a variety of investment vehicles including annuities, stocks, bonds, mutual funds, insurance, and portfolio management services.
Program Manager/Wealth Advisor
Spokane Federal Credit Union
01.2009 - 07.2017
- Oversee the continued growth, revenue and profitability of the Investment program through 3 individual credit unions
- Setting and achieving revenue/profit goals
- Work closely with management and staff to develop, train and educate the importance of the investment department to both the institution and members
- Coaching, mentoring, and training sales assistants and staff for success
- Develop long and short-term strategies and growth plans
- Provide day to day sales and service to members and clients
- Integrate investment products into the institution's traditional delivery channels to increase production goals
- Develop and support annual budget for investment department
- Serving in a leadership role as both the Program Manager and producing Financial Advisor
- Develop and support relationships with other internal and external business partners
- Demonstrate leadership standards through support for institutions culture, values and professional expectations
- Demonstrate good judgment, earn the trust of, and successfully partner with colleagues, appreciate and nurture strong relationships in order to achieve desired outcomes
- Provide team leadership through communication, coaching and mentoring
- Find workload methods and standards, set up measures of effectiveness, evaluate and implement changes in work methods as needed
- Build client base through various marketing activities
- Help clients in achieving financial goals by analyzing cash flow, tax, retirement, estate planning and investment portfolio analysis
- Provide individuals and small businesses with implementation of recommendations using a variety of investment vehicles including annuities, stocks, bonds, mutual funds, insurance, and portfolio management services
- Follow all SEC, FINRA, and insurance regulatory standards.
- Managed and supervised administrative and daily program operations, complying with policies and regulations.
- Established strong relationships with key stakeholders, ensuring support for program initiatives.
- Developed strategic plans, setting clear objectives and achievable milestones for the team.
- Managed cross-functional teams for successful project completion within deadlines and budgets.
- Facilitated workshops and conducted one-on-one training to educate team members.
- Identified program obstacles and communicated possible impacts to team.
- Utilized data-driven decision-making approaches to inform strategy development and optimize outcomes.
- Ensured regulatory compliance by closely monitoring adherence to industry standards and guidelines throughout the program lifecycle.
- Delivered high-quality results by setting performance metrics and monitoring progress against targets.
- Spearheaded innovative problem-solving techniques that addressed challenges head-on, resulting in effective resolution measures.
- Collaborated with business leadership to set priorities based on business needs, resource capacity and risk exposure.
Personal Banker/Financial Specialist
US Bank
07.2005 - 01.2009
- Open new bank accounts for clients such as checking, savings, home loans, personal loans, etc
- Help clients in achieving financial goals by analyzing cash flow, tax, retirement, estate planning and investment portfolio analysis
- Provide individuals and small businesses with implementation of recommendations using a variety of investment vehicles including annuities, stocks, bonds, mutual funds, insurance, and portfolio management services
- Follow all SEC, FINRA, and insurance regulatory standards
- Follow all FDIC regulations.
Financial Advisor
Ameritas Acacia Companies
06.2004 - 06.2005
- Build client base through various marketing activities
- Help clients in achieving financial goals by analyzing cash flow, tax, retirement, estate planning and investment portfolio analysis
- Provide individuals and small businesses with implementation of recommendations using a variety of investment vehicles including annuities, stocks, bonds, mutual funds, insurance, and portfolio management services
- Follow all SEC, FINRA, and insurance regulatory standards.
Financial Advisor
Ameriprise Financial
01.1996 - 01.2004
- Build client base through various marketing activities
- Help clients in achieving financial goals by analyzing cash flow, tax, retirement, estate planning and investment portfolio analysis
- Provide individuals and small businesses with implementation of recommendations using a variety of investment vehicles including annuities, stocks, bonds, mutual funds, insurance, and portfolio management services
- Follow all SEC, FINRA, and insurance regulatory standards.
Education
Bachelor of Arts - Finance, Management
Eastern Washington University
Cheney, WA06.1996
Associate of Arts - Business Management
Spokane Community College
Spokane, WA06.1992
High School Diploma -
Mead High School
Spokane, WA06.1989
Skills
- Reporting and analysis
- Comprehensive Financial Planning
- Portfolio Management
- Resource Management
- Estate Planning
- Relationship building and management
- Sales and Marketing
- Business Development
- Honest and Dependable
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent Communication
- Critical Thinking
- Organizational Skills
- Team Collaboration
- Active Listening
- Effective Communication
- Adaptability and Flexibility
- Decision-Making
- Relationship Building
- Team building
- Self Motivation
- Interpersonal Skills
Awardsachieved
- Corebridge Financial Platinum Achiever - 2023
- LPL Freedom Club – 2013, 2015
- Prudential Masters Council – 2013, 2014
- Ameriprise President's Quality of Advice Award – 1998, 1999
Educationlicenses
- Series 7, 63, and 65 FINRA licensed – WA, ID, OR, MT, CA
- Washington State insurance licensed
- RICP designation (Retirement Income Certified Professional) 2015
- B.A. Finance – Eastern Washington University 1996
- Certificate in Financial Planning – City University 2003
Hobbies and Interests
I am a wife and mother of 3 great kids. I love spending time with my family and friends. I am married to a country radio host and attend great concerts! Enjoying time at our lake place in the summers. Also enjoy many sports. Football, basketball, martial arts, soccer. Enjoy great food and good wine, and enjoying all the wonderful things our city has to offer.
Certification
RICP - Retirement Income Certified Professional
Timeline
Wealth Advisor
Fulcrum Financial Group/LPL Financial
08.2022 - Current
Financial Advisor
Ten Capital Wealth Advisors
07.2021 - 01.2022
Associate Wealth Advisor
First Interstate Bank
01.2019 - 06.2021
Associate Financial Advisor
Columbia Bank
08.2017 - 01.2019
Program Manager/Wealth Advisor
Spokane Federal Credit Union
01.2009 - 07.2017
Personal Banker/Financial Specialist
US Bank
07.2005 - 01.2009
Financial Advisor
Ameritas Acacia Companies
06.2004 - 06.2005
Financial Advisor
Ameriprise Financial
01.1996 - 01.2004
Bachelor of Arts - Finance, Management
Eastern Washington University
Associate of Arts - Business Management
Spokane Community College
High School Diploma -
Mead High School