Joseph Reeder
Keller,TX
Summary
Business-conscious Senior Vice President offering 20 years in the sales arena and proud of achieving a multitude of accolades derived from satisfied clientele. Secured a myriad of referrals due to effective centers of influence, and justifiable compensation furthermore based on understanding one's needs.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Vice President, Wealth Advisor
Jackson Wealth Management, LLC
Lake Mary, FL
10.2015 - 10.2023
- Implemented sales from A to Z, Z to A to ensure our firm increased our revenues annually, and retained clientele. Attrition was approximately 1% during my eight year tenure.
- Robust techniques acquired over twenty plus years within outbound sales including telephone based sales, and face to face sales.
- Increased residual income per year based on acquiring new clientele to our firm.
- Negotiated terms of investments with clients and third parties
- Monitored markets, economic trends and industry developments to keep abreast of changing conditions.
- Provided comprehensive advice on asset allocation, risk management, taxation and estate planning.
Investment Consultant
TD Ameritrade
Fort Worth, TX
10.2004 - 04.2014
- Reviewed existing portfolios for clients to determine appropriate changes or adjustments.
- Ensured compliance with applicable laws and regulations governing the investment industry.
- Assisted clients in understanding the implications of their decisions regarding investments.
- Identified areas where improvements could be made within current portfolios.
- Coordinated meetings with clients to discuss their goals and review progress towards those goals.
Education
BBA - Finance
Texas Tech University
Lubbock, TX05-2002
Skills
- Strategic Goals
- Public Speaking
- Revenue Generation
- Marketing Expertise
- Financial Acumen
Accomplishments
- TD Amerirade Circle of Champion winner, 2007, 2008,2009, 2013.
- President's club winner 35 plus times while at TD Ameritrade.
Certification
- Series 7
- Series 9
- Series 10
- Series 66
Timeline
Senior Vice President, Wealth Advisor
Jackson Wealth Management, LLC
10.2015 - 10.2023
Investment Consultant
TD Ameritrade
10.2004 - 04.2014
BBA - Finance
Texas Tech University