Kelly Bowersock
Lima,OH
Summary
Aspiring Investment Consultant eager to leverage over 8 years of finance and sales management experience while pursuing a Bachelors of Science. Dedicated to building expertise in financial planning, investments, and client relations with the goal of earning Series 7 and Series 63 certifications.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Finance Manager & Sales Manager
Tom Ahl Family of Dealerships
10.2016 - Current
- Oversee all aspects of financial operations, including loan approvals, credit applications, and compliance with banking standards.
- Developed strong customer relationships, guiding clients through financing options and ensuring satisfaction.
- Increased sales performance and profitability through effective team leadership and strategic financial planning.
- Trained and supervised sales staff, improving closing rates and customer service quality.
- Implemented new procedures and technologies that improved efficiency and streamlined operations.
- Successfully led a team to exceed sales goals while maintaining excellent customer satisfaction scores.
Education
Bachelor of Science - Finance, Pursuing Series 07 & Series 63
Western Governors University
Millcreek, UTSkills
- Sales & Client Relationship Management
- Loan Structuring & Approval Processes
- Team Leadership & Training
- Negotiation & Closing Strategies
Certification
Pursuing Series 7 and Series 63 Certifications
Timeline
Finance Manager & Sales Manager
Tom Ahl Family of Dealerships
10.2016 - Current
Bachelor of Science - Finance, Pursuing Series 07 & Series 63
Western Governors University