Joseph Kuhn
Albuquerque,NM
Summary
Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Overview
3
3
years of professional experience
Work History
FINANCIAL REPRESENTATIVE
NORTHWESTERN MUTUAL
09.2022 - Current
- Some key responsibilities I have include providing personalized financial advice, conducting financial analyses, developing investment strategies, risk mitigation strategies, assisting clients with financial goal setting, and monitoring market trends
- I also maintain and cultivate client relationships and stay up to date with industry regulations.
PRIVATE CONTRACTOR
MOPAC FORT WORTH
06.2021 - 08.2021
- I worked with Mopac in Fort Worth, Texas for the summer before my final year of my undergraduate degree
- I mostly ensured property management in this position
- I did landscapes and lawn care, manufactured fencing, and painted houses and commercial buildings.
Education
BACHELOR OF BUSINESS ADMINISTRATION - Business Administration
NEW MEXICO HIGHLANDS UNIVERSITY
Las Vegas, NM05.2022
ASSOCIATES OF APPLIED SCIENCE IN BUSINESS - Business Management
SEWARD COUNTY COMMUNITY COLLEGE
Liberal, KS05.2019
HIGH SCHOOL DIPLOMA -
EATON HIGH SCHOOL
05.2016
Skills
- Sales expertise
- Product Recommendations
- Financial Planning
- Estate Planning
- Client servicing
- Computer Skills
- Critical Thinking
- Team Leadership
Websites
Awards
- ATHLETIC DIRECTOR’S HONOR ROLL | SEWARD COUNTY COMMUNITY COLLEGE 2018 & 2019
- ALL CONFERENCE BASEBALL | SEWARD COUNTY COMMUNITY COLLEGE 2018 & 2019
References
- Chad Frank, Northwestern Mutual, Wealth Management Advisor, (505) 620-1654, chad.frank@nm.com
- Marc Macdonald, Supporting Strategies, Director of Client Services, (301) 693-6991, macdonaldmarc83@gmail.com
- Cody Crosby, Northwestern Mutual, Financial Advisor, (505) 400-6120, cody.crosby@nm.com
Timeline
FINANCIAL REPRESENTATIVE
NORTHWESTERN MUTUAL
09.2022 - Current
PRIVATE CONTRACTOR
MOPAC FORT WORTH
06.2021 - 08.2021
BACHELOR OF BUSINESS ADMINISTRATION - Business Administration
NEW MEXICO HIGHLANDS UNIVERSITY
ASSOCIATES OF APPLIED SCIENCE IN BUSINESS - Business Management
SEWARD COUNTY COMMUNITY COLLEGE
HIGH SCHOOL DIPLOMA -
EATON HIGH SCHOOL