Kenneth Duncan
Batavia,OH
Summary
Financial professional with solid track record in client advisory and investment planning. Known for fostering collaborative environments and achieving client objectives. Reliable team player with adaptability and expertise in financial analysis and strategic planning.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Representative
Western & Southern Financial Group
01.2023 - 07.2024
- met with client to assess needs, financial status, and risk tolerance. Bringing satisfaction by providing comprehensive financial advice and personalized solutions.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Developed tailored investment strategies to optimize clients' long-term financial goals.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
Operations Manager
DB3 Solutions, Inc
09.2019 - 01.2023
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Analyzed and reported on key performance metrics to senior management.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
Youth Minister
Cincinnati Church of Christ
05.2016 - 09.2020
- Communicated with parents and guardians about church policy, events and youth participation.
- Delivered engaging sermons tailored for large audiences. Delivering presentations in a detailed, yet concise manor.
- Coordinated volunteer efforts for various church functions, promoting a sense of unity within the congregation.
- Supported pastoral staff in developing strategies to improve youth participation and spiritual growth.
- Arranged community service projects for youth members of church.
Licensed Sales Producer
Allstate Insurance Co
04.2018 - 10.2018
- Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
- Streamlined administrative tasks such as processing applications, updating records, collecting premiums to ensure smooth operations during peak periods.
- Developed new business opportunities through networking events, community involvement, and referrals.
- Coordinated regular client appreciation events as a means of fostering loyalty and strengthening relationships over time.
Education
BBA - Finance And Information Systems
University of Cincinnati
Cincinnati, OH04-2018
Skills
- Retirement planning
- Risk management
- Portfolio management
- Relationship building
- Financial goal setting
- Time management
- Attention to detail
- Investment analysis
- Budgeting expertise
- Debt management
- Estate planning
- Business succession planning
Certification
SIE, Series 6, Series 63
Languages
Russian
German
Hebrew
Timeline
Financial Representative
Western & Southern Financial Group
01.2023 - 07.2024
Operations Manager
DB3 Solutions, Inc
09.2019 - 01.2023
Licensed Sales Producer
Allstate Insurance Co
04.2018 - 10.2018
Youth Minister
Cincinnati Church of Christ
05.2016 - 09.2020
SIE, Series 6, Series 63
BBA - Finance And Information Systems
University of Cincinnati
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