Karie Long
Financial Consultant
Graysville,AL
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
18
18
years of professional experience
2
2
years of post-secondary education
Work History
Financial Relationship Consultant
Regions Bank
4 2019 - 07.2024
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Analyzed financial data to identify trends and recommend optimal investment strategies for clients.
- Facilitated client meetings to discuss financial goals, assess risk tolerance, and present suitable investment options.
- Managed a diverse portfolio of clients, maintaining strong relationships through regular communication.
Financial Relationship Specialist
Regions Bank
10.2001 - 04.2019
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Maintained at least 90% customer satisfaction rating
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and interactions.
- Collaborated with team members to develop comprehensive financial plans addressing diverse needs of clients.
Education
Some College (No Degree) - Business
Northeast Alabama Community College
Rainsville, AL 05.2001 - 07.2001
Some College (No Degree) - Business
Jefferson State Community College
Birmingham, AL 08.2001 - 12.2001
Some College (No Degree) - Psychology
Jacksonville State University
Jacksonville, AL 08.1999 - 04.2001
Skills
Retirement planning
Portfolio Management
Loan Origination
Cash Flow Management
Mortgage lending
Debt management
Budgeting expertise
Cash Flow analysis
Notary Public
Notary Public for the state of Alabama at large.
Timeline
Financial Relationship Specialist
Regions Bank
10.2001 - 04.2019
Some College (No Degree) - Business
Jefferson State Community College
08.2001 - 12.2001
Some College (No Degree) - Business
Northeast Alabama Community College
05.2001 - 07.2001
Some College (No Degree) - Psychology
Jacksonville State University
08.1999 - 04.2001
Financial Relationship Consultant
Regions Bank
4 2019 - 07.2024