Microsoft Office
Kaven Denno
Castle Rock
Summary
Professional financial consultant with track record of providing valuable insights and strategic solutions to current and prospective clients. Adept at leveraging analytical skills and industry knowledge to identify opportunities creating impactful outcomes for client portfolios. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
10
10
years of professional experience
Work History
Consultant
Kirk Elliott Precious Metals
03.2023 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service. Resulting in increased trust and long-term business growth.
- Effectively communicated emerging economic trends and concepts to current and prospective clients to increase repeat business and grow clientele.
- Analyzed market trends and economic data to make informed recommendations for client portfolios.
- Generated, analyzed and reported data to forecast market trends and explain economic phenomena..
Registered Securities Representative
Primerica Financial Services
08.2015 - 03.2023
- Help families become properly protected, debt free and financially independent. Through education and implementation of proven investment principals and strategies.
- Market mutual funds, various investment products and financial services to current and prospective clients.
- Research, evaluate and tailor investment strategies for individuals aligning with their goals and objectives.
Director of Tax Resolution, Enrolled Agent
Boxelder Tax, LLC.
07.2018 - 09.2022
- Advised, represented, and prepared tax returns for individuals and business entities required to report income to the IRS.
- Implemented tax-saving strategies for businesses looking to mitigate tax exposure.
- Negotiated with State and Federal Officers to establish reasonable resolutions for clients with outstanding tax liability.
- Built and managed a book of business of existing and prospective clients. While training, mentoring, and managing colleagues.
Outside Sales Representative
Consolidated Electrical Distributors
06.2017 - 07.2018
- Fulfilled day-to-day needs of electrical contractors in the Denver Metro with electrical components and products to complete current and future projects.
- Provided customers with quotes reflecting current commodity pricing, such as copper, aluminum, and steel.
- Maintained and built relationships with current and prospective customers by providing a high level of customer service.
Education
Bachelor of Science - Business Administration, Finance, Accounting, Marketing & Management
McPherson College
McPherson, KS05.2015
Skills
- Portfolio & Account Management
- Business Development
- Client Relationship/Customer Service
- Analytical Thinking & Risk Assessment
- Research & Detail Oriented
- Demand-supply & policy analysis
- Series 6, Investment Company & Variable Contract Products Exam
- Series 63, Uniform State Securities Agent State Law Exam
- Enrolled Agent, Special Enrollment Examination (Parts 1-3)
Accomplishments
- Grew Assets Under Management by 50% from 2023 to 2024 ($24M increasing to $36M).
- Converted over 70% of new client consultations.
- Completed 1,426 total trades, averaging $25,671 per trade in 2024.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsSoftware
Salesforce
Slack Messenger
RingCentral
Interests
Skiing
Sports (Basketball & Golf)
Travel
Family
Faith
Economics
Timeline
Consultant
Kirk Elliott Precious Metals
03.2023 - Current
Director of Tax Resolution, Enrolled Agent
Boxelder Tax, LLC.
07.2018 - 09.2022
Outside Sales Representative
Consolidated Electrical Distributors
06.2017 - 07.2018
Registered Securities Representative
Primerica Financial Services
08.2015 - 03.2023
Bachelor of Science - Business Administration, Finance, Accounting, Marketing & Management
McPherson College
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