Summary
Overview
Work History
Education
Skills
Timeline
Generic

Keagan Rice

Denver

Summary

Dynamic financial advisor skilled in building lasting client relationships and providing customized financial plans. Expertise in sales and marketing, complemented by analytical thinking, ensures a comprehensive approach to meeting client investment goals.

Overview

6
6
years of professional experience

Work History

Financial Advisor

Mutual Of Omaha Advisors
Denver, CO
11.2025 - Current
  • Conducted financial assessments to identify client needs and goals.
  • Assisted in creating customized financial plans based on client objectives.
  • Educated clients on investment options and risk management strategies.
  • Collaborated with senior advisors to enhance service delivery processes.
  • Obtained Series 7 and Series 66 licenses.
  • Passed the SIE exam.

Foreman

Ediger Construciton
Paola, KS
05.2022 - 09.2024
  • Supervised daily operations, ensuring compliance with safety regulations and quality standards.
  • Coordinated project timelines and resource allocation to optimize workflow efficiency.
  • Trained and mentored junior staff, enhancing team performance and skill development.
  • Conducted regular site inspections to identify potential hazards and implement corrective actions.

Branch Manager

CollegeWorks Painting
Lawrence, KS
01.2020 - 05.2021
  • Marketed door-to-door leading to over 130k in revenue over the course of one Spring/Summer while attending a full class load at the University of Kansas in peak COVID-era.
  • Oversaw daily operations, ensuring efficient workflow and adherence to safety protocols.
  • Trained and mentored new staff on company standards, enhancing team performance and consistency.

Education

Bachelor of Science - Finance

University of Kansas
Lawrence, KS
05-2025

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Retirement planning
  • Sales and marketing

Timeline

Financial Advisor

Mutual Of Omaha Advisors
11.2025 - Current

Foreman

Ediger Construciton
05.2022 - 09.2024

Branch Manager

CollegeWorks Painting
01.2020 - 05.2021

Bachelor of Science - Finance

University of Kansas
Keagan Rice