Karl Timmerman
Quaker Hill,USA
Summary
Dynamic Financial Advisor with Prudential Financial, adept at crafting tailored financial strategies and enhancing client relationships. Proven expertise in data analysis and regulatory compliance, driving a 35% increase in team efficiency during military service. Committed to delivering impactful financial education and fostering collaborative environments for optimal client outcomes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Financial
Warwick, Rhode Island
10.2025 - Current
- Developed customized financial plans based on clients' individual goals and risk tolerance.
- Conducted regular market research to identify investment opportunities and inform client strategies.
- Collaborated with clients to assess their financial situations and create actionable investment strategies.
- Utilized financial planning software to generate detailed reports and visual aids for client presentations.
- Educated clients about tax implications of investment decisions to optimize their financial outcomes.
Instructional Systems Specialist
Janus Research Group
Groton, Connecticut
07.2025 - Current
- Conducted comprehensive analysis of instructional materials to align with adult learning principles and best practices.
- Collaborated with subject matter experts to design innovative and engaging learning experiences.
- Utilized various multimedia tools to enhance instructional delivery and promote interactive learning environments.
- Integrated assessment tools into curricula to measure learner outcomes and instructional effectiveness.
- Built strong relationships with stakeholders to promote collaboration and support for instructional initiatives.
Petty Officer First Class
U.S. Navy Reserves
Groton, USA
01.2024 - Current
- Supervises and mentors a team of 8 personnel across 6 different states for deployment readiness & qualifications
- Fosters a high-performance environment that resulted in a 35% increase in team efficiency and operational readiness
- Maintains strict adherence to Navy standards and protocols
Financial Advisor
First Command
New London, USA
01.2024 - 06.2025
- Cultivated long-term client relationships by delivering tailored financial advice to meet specific needs.
- Provided ongoing financial education to clients, enhancing their understanding of investment options.
- Provided comprehensive financial planning services, including retirement strategies and investment management.
- Ensured compliance with FINRA, SEC, and other regulations by staying updated on industry standards.
- Prepared detailed financial reports that presented clear insights into investment performance and future strategies.
Petty Officer First Class
U.S. Navy Active
Multiple, USA
10.2015 - 01.2024
- Led the creation and implementation of comprehensive curricula for 5 courses, aligning content with industry standards and learning objectives
- Taught and mentored multiple classes of 18 students, delivering engaging lessons and fostering a collaborative learning environment, leading to a 16% increase in student performance
- Developed and maintained complex navigation plans for submarine operations
- Maintained and operated multiple navigation trainers to support submarine crew qualifications and deployment readiness
Education
Masters of Business Administration -
University of Connecticut
Storrs, CT06.2025
Bachelors of Science - Finance
Southern New Hampshire University
Manchester, NH12.2023
Skills
- Financial planning
- Relationship management
- Data analysis
- Regulatory compliance
- Curriculum development
- Communication skills
- Market research
- Financial services
- Relationship building and management
Certification
- Series 6
- Series 63
- Series 65
- Life and Health Insurance
- Certified Postsecondary Instructor
Awards
- Navy & Marine Corps Achievement Medal x5
- Navy Good Conduct Medal x2
Timeline
Financial Advisor
Prudential Financial
10.2025 - Current
Instructional Systems Specialist
Janus Research Group
07.2025 - Current
Petty Officer First Class
U.S. Navy Reserves
01.2024 - Current
Financial Advisor
First Command
01.2024 - 06.2025
Petty Officer First Class
U.S. Navy Active
10.2015 - 01.2024
Masters of Business Administration -
University of Connecticut
Bachelors of Science - Finance
Southern New Hampshire University