Kane Barger
Fairfield Township
Summary
Results-driven financial representative with expertise in financial analysis, risk assessment, and regulatory compliance. Proven ability to develop tailored investment strategies that safeguard client assets.
Overview
18
18
years of professional experience
5
5
Certifications
Work History
Financial Representative
Western & Southern Financial Group
West Chester
04.2019 - Current
- Developed tailored financial strategies to meet diverse client needs and investment goals.
- Maintained regulatory compliance by regularly reviewing and updating financial practices and documentation.
- Implemented risk assessment strategies to safeguard client investments and mitigate potential losses.
Agency Manager
Western & Southern Financial Group
Cincinnati
07.2007 - 04.2019
- Recruited qualified personnel for open positions within the agency.
- Facilitated team meetings regularly in order to discuss progress towards goals and objectives.
- Developed and implemented agency policies and procedures to ensure compliance with regulations.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Evaluated individual and team business performance and identified opportunities for improvement.
Education
Associate of Applied Science - Accounting And Business Management
Miami University
Oxford, Ohio05-1988
Skills
- Financial analysis
- Risk assessment
- Client management
- Regulatory compliance
- Investment strategy
- Team leadership
Certification
Series 6, 63 and 26 Investment License
Accomplishments
God has blessed, I have been in the top 5 % of my company for the last 7 years in Sales
Volunteer
- Prayer & Care Team Ministry Lead of 65 team members at New Life Chapel.
- President of Fairfield Falls HOA A&C.
- Prior board member of OTUCKS for 5 years. OTUCKS provided scholarships to individuals or family members from the Appalachians to go to Miami University. Organization no longer active as Miami University took over the program.
References
- Michael Ryan 513-907-3205
- Denise Mccoy 513-253-7028
- Joseph Rossi 513-371-0627
Timeline
Financial Representative
Western & Southern Financial Group
04.2019 - Current
Agency Manager
Western & Southern Financial Group
07.2007 - 04.2019
Associate of Applied Science - Accounting And Business Management
Miami University