Kenneth Diamond
Hurricane
Summary
Since 1997 I have worked with individuals, advisors, and institutions in meeting and crushing their goals by managing risk and opportunity. The key to my practice is the lost art of listening and understanding that "Performance is Personal." Specialties: Asset Management, Retirement Planning, Institutional Money Management, Sales Coaching, and Mortgage Insurance Solutions.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
12.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Sales Representative
Essent Guaranty, Inc.
03.2018 - 11.2022
- Responsible for developing and maintaining relationships Nationwide with Mortgage Producers and Operational Personnel.
- Develop and implement training initiatives
- Provide operational support for Pipeline Management
Owner/Managing Director
CelticHammer Advisors
08.2004 - 03.2018
- Company Overview: CelticHammer Advisors is a full service Retirement Plan Distribution Analysis and Management firm.
- CelticHammer Advisors is a full service Retirement Plan Distribution Analysis and Management firm.
Regional Wholesaler-TLC Unit
Table Bay Financial Network, Inc.
07.2014 - 12.2015
- Wholesale Life Insurance, LTC Hybrids, and Fixed Indexed Annuities for Independent Marketing Organization
- Developed relationships with Independent Financial Advisors, Insurance Agents, and Cha
- Provided training on Retirement Distribution Strategies with an emphasis on Publication 590 of the Internal Revenue Code
- Provided training on Tax Free Retirement Strategies.
Internal Wholesaler
Pacific Life
08.2006 - 11.2008
- Wholesale of Variable Annuities and Mutual Funds
- Covered the Wirehouse Brokerage Channel and provided Field Support throughout the Midwestern United States.
- Increased visibility throughout channel of new Variable Insurance Products within Sales Channel.
Vice President/Relationship Manager
First Data Merchant Services
01.2006 - 08.2006
- Managed a large territory of Merchant Services Reps for a Regional Bank
Financial Services Representative
Metropolitan Life Insurance Company
11.2002 - 03.2004
- Financial Advisor in the 403bi market. Provided Wealth Management to Individuals in the Education Market in Southern California.
Vice President/Regional Sales Trainer
HR Block Financial Advisors
01.2002 - 11.2002
Vice President-Investments
UBS Wealth Management
04.2001 - 12.2001
Vice President-Investments
Merrill Lynch
03.1999 - 04.2001
Education
Chartered Financial Consultant - Financial Planning
American College of Financial Services
King Of Prussia, PA07-2025
Wealth Management Certified Professional - Wealth Management
American College of Financial Services
King Of Prussia, PA12-2023
Skills
- Retirement Planning
- Insurance Solutions
- Wealth Management
- Property & Casualty Insurance
- Risk Management
- Mortgage Pipeline Management
- Relationship building and management
- Long-term care planning
Certification
- Utah Life & Health Insurance License, 2022-03-01
- Utah Property & Casualty License, 2022-03-01
- Registered Investment Advisor (Series 65)
- Certified Retirement Counselor
- ChFC - Chartered Financial Consultant
- WMCP- Wealth Management Certified Professional
- General Securities Representative (Series 7)
- Uniform State Combined State Law Exam (Series 66)
Timeline
Financial Advisor
Edward Jones
12.2022 - Current
Sales Representative
Essent Guaranty, Inc.
03.2018 - 11.2022
Regional Wholesaler-TLC Unit
Table Bay Financial Network, Inc.
07.2014 - 12.2015
Internal Wholesaler
Pacific Life
08.2006 - 11.2008
Vice President/Relationship Manager
First Data Merchant Services
01.2006 - 08.2006
Owner/Managing Director
CelticHammer Advisors
08.2004 - 03.2018
Financial Services Representative
Metropolitan Life Insurance Company
11.2002 - 03.2004
Vice President/Regional Sales Trainer
HR Block Financial Advisors
01.2002 - 11.2002
Vice President-Investments
UBS Wealth Management
04.2001 - 12.2001
Vice President-Investments
Merrill Lynch
03.1999 - 04.2001
Chartered Financial Consultant - Financial Planning
American College of Financial Services
Wealth Management Certified Professional - Wealth Management
American College of Financial Services
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