Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kevin Teeters

Loxahatchee Groves,FL

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

29
29
years of professional experience

Work History

Financial Advisor

Northwestern Mutual
04.2022 - Current
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Provided recommendations for education funding, estate planning and insurance gap analysis.
  • Addressed non-compliance issues by requesting additional information from client and updating remediation records.
  • Provided ethical, objective and holistic financial planning advice to clients.
  • Facilitated client meetings with comprehensive investment strategy planning.
  • Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.

Chief Operating Officer

Monarch Shipping Co LTD/ Teeters agency
09.2010 - 05.2022
  • Managed vessel scheduling
  • Maintained productive relationships and communication channels across organization.
  • Served as strategic advisor and functional expert on critical strategic and operational matters.
  • Led employees to develop high-performing diverse teams and deliver on ambitious goals and objectives.
  • Managed dry dock for vessel. Start to finish
  • Managed budget for each vessel (3)
  • Daily operations scheduling
  • Financial flow in and out
  • Safety and security manual creation and amendments
  • Supervisor of 73 crew on board and 23 employees on dockside
  • USCG laws and rules specialist
  • CFR rules specialist
  • Advisor to multiple vessels that reach the US ports to be USCG compliant
  • Hired, trained, evaluated and retained high-performing, effective and diverse team embodying organizational culture.
  • Developed operational policies and processes, guaranteeing staff maintained compliance with federal, state and local laws and regulations.

Stevedore

Teeters Agency & Stevedoring INC.
09.2003 - 09.2010
  • Coordinate the loading and unloading process on vessels
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Juggled multiple projects and tasks to ensure high quality and timely delivery.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.

Roofer/Waterproofer

K&M Roofing
12.2000 - 01.2003
  • Installed, repaired, and replaced single-ply roofing systems.
  • Precisely cut felt, shingles and strips of flashing to fit angles formed by walls, vents, and intersecting roof surfaces.
  • Inspected problem roofs to determine best repair procedures.
  • Applied waterproofing agents to flat roofs
  • Installed and sealed windows and doors

Block Mason

Mark Rodriquez
04.1997 - 11.2000
  • Followed blueprints or drawings to lay blocks and bricks in correct arrangement.
  • Operated equipment such as forklifts to move bricks and supplies.
  • Installed anchor bolts, steel plates and door sills in freshly poured concrete to provide decorative finish.
  • Read and interpreted blueprints, plans, or drawings to correctly lay blocks or bricks according to job or client specifications.

HVAC Installer

Cold Services
01.1995 - 03.1997
  • Removed old equipment from customers' homes and cleaned up areas to prepare for new installations.
  • Assembled air ducts, pipes, discharge valves and flues to central heating and cooling equipment.
  • Installed bypass dampers, low voltage wiring, smoke detectors, split systems, and package units in commercial or residential buildings.
  • Utilized pressure gauges and soap-and-water solutions to test pipe and tubing joints for leaks.

Education

No Degree - Home Inspector

InterNACHI
Online
08.2024

215 - Financial Planning And Services

State of Florida
Tallahassee, FL
06.2022

DPA - Merchant Marine Science

MPTUSA
Fort Lauderdale, FL
03.2007

ISM Safety Management - Marine Maintenance And Ship Repair

MPTUSA
Fort Lauderdale, FL
02.2007

Skills

  • Mutual funds understanding
  • Funding education
  • Stock market expertise
  • Increasing savings
  • Developing financial plans
  • Managing wealth
  • Understanding tax law
  • Analytical
  • Organizational skills
  • Friendly, positive attitude
  • People skills
  • Training & development
  • HVAC Maintenance
  • Landscaping Knowledge
  • Electrical Troubleshooting
  • Flooring Installation
  • Masonry Work
  • Power Tool Operation
  • Carpentry
  • Painting
  • Repair Work
  • Woodworking
  • Repairing Pipes and Fixtures

Timeline

Financial Advisor

Northwestern Mutual
04.2022 - Current

Chief Operating Officer

Monarch Shipping Co LTD/ Teeters agency
09.2010 - 05.2022

Stevedore

Teeters Agency & Stevedoring INC.
09.2003 - 09.2010

Roofer/Waterproofer

K&M Roofing
12.2000 - 01.2003

Block Mason

Mark Rodriquez
04.1997 - 11.2000

HVAC Installer

Cold Services
01.1995 - 03.1997

No Degree - Home Inspector

InterNACHI

215 - Financial Planning And Services

State of Florida

DPA - Merchant Marine Science

MPTUSA

ISM Safety Management - Marine Maintenance And Ship Repair

MPTUSA
Kevin Teeters