Kevin Reed
Surprise,AZ
Summary
Accomplished Certified Debt Specialist with a proven track record at Beyond Finance and National Debt Relief, excelling in credit report analysis and problem-solving. Adept at devising tailored financial plans and debt resolution strategies, consistently enrolling over $2 million in debt relief programs monthly. Demonstrates exceptional consultative sales skills and financial acumen.
Overview
5
5
years of professional experience
Work History
Certified Debt Specialist
Beyond Finance
Remote
01.2024 - Current
Took consultative sales approach when profiling clients regarding their specific situation surrounding debt management, income, and lifestyle to make recommendations on Beyond Finance's Debt Resolution Program, and Consolidation Loan options. Consistently averaged over $2,000,000 per month in debt enrolled in the Debt Resolution Program.
Certified Debt Specialist
National Debt Relief
Remote
07.2023 - 11.2023
Profiled clients regarding their specific situation regarding Debt management, income, and lifestyle. Made recommendations on National Debt Relief's Signature Debt Relief Program, and Consolidation Loan options. Consistently enrolled over $1,500,000 per month into the Signature Debt Relief Program.
Senior Financial Advisor
PNC Investments/US Bank Investments
Scottsdale, AZ
09.2019 - 04.2023
Utilized MoneyGuide Pro software tp construct Financial Plans for clients designed to meet and exceed their financial goals, and made recommendations on Investment Vehicles including all asset classes that aligned with the Financial Plan.
Education
Bachelor of Arts - Economics
San Diego State University
San Diego, CA05-2003
Skills
- Credit report analyzation
- Debt settlement consulting
- Loan servicing
- Problem Solving
Timeline
Certified Debt Specialist
Beyond Finance
01.2024 - Current
Certified Debt Specialist
National Debt Relief
07.2023 - 11.2023
Senior Financial Advisor
PNC Investments/US Bank Investments
09.2019 - 04.2023
Bachelor of Arts - Economics
San Diego State University