Kieran Gutting
Saint Louis,MO
Summary
Multi-talented business leader bringing several years of experience as successful professional. Exceptional communicator both verbal and written. Strategic problem solver who is very pragmatic. Visionary who implements plans that meet current and future needs. Key expertise in financial services profession.
Overview
24
24
years of professional experience
1
1
Certification
Work History
President/Owner
PWK Financial
Saint Louis, MO
01.2019 - Current
- Fiduciary in a financial services business
- Offering managed money, annuities, and life insurance
- Specializing in using annuities to provide security and stability in retirement plans
- Estate planing using trusts, and life insurance strategies
Senior Financial Consultant
TD Ameritrade
Saint Louis, MO
11.2015 - 12.2019
- Provided strategic advice to clients on capital structure optimization
- Assessed risk associated with various investments and provided recommendations for mitigating those risks.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Consultant
Lakeview Capital Partners
Saint Louis, MO
01.2014 - 09.2015
- Served in a consultant role to create new registered investment advisory
- Evaluated existing systems and processes against industry best practices
- Provided recommendations on CRM, offices, broker deal and asset custodian
Financial Advisor
US Bancorp
Saint Louis, MO
11.2011 - 09.2013
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Developed financial plans and strategies tailored to clients' individual needs.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Communicated regularly with clients regarding their financial matters.
Financial Advisor
Wells Fargo Advisors
Saint Louis, MO
09.2008 - 10.2011
- Obtained FINRA Series 7 and 66 licenses as well as Missouri life insurance license
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
Sales Manager Porsche Audi Land Rover
Plaza Motors
Saint Louis, MO
03.2000 - 09.2008
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Managed daily operations of sales department, including supervision of staff members.
- Developed and implemented sales strategies to increase market share.
- Executed strategic sales plans to expand customer base and revenue.
- Resolved customer complaints regarding sales and service.
- Supported sales team members to drive growth and development.
Education
Bachelor of Arts - Business Management
Webster University
St Louis, MOSkills
- Excellent verbal and written communication skills
- Outstanding public speaking and presentation skills
- Sales proposals and presentations
- Ability to attract, maintain and grow key relationships
- Ability to effectively communicate complex concepts
- Knowledge and understanding of life insurance, annuities, and retirement plans
- Ability to understand and work with an abundance of cultures and backgrounds
- Knowledge of financial planning to include accumulation, income, estate planning, LTC, and legacy planning
Affiliations
- Board member iFM Community Medicine. I serve as a general board member and on the finance committee. iFM is dedicated to serving the underserved in need of health care Saint Louis. 2019-Current
- I served as a parent ambassador for Saint Louis University High School. In this role I worked with prospective parents on the opportunities for their son at SLUH. 2022-2024
- I spent 4 months as a volunteer in Kolkata, India working for Mother Teresa's Missionaries of Charity. I worked with residents in a home for sick and dying in Kolkata. I further assisted the administration with registrations and training of incoming volunteers from around the globe. Additionally, I worked in a leprosy center with residents and assisted the doctor with surgery.
Accomplishments
- Toastmasters Club award for extemporaneous speaking
- National Eagle Scout Association.
Certification
- Current Missouri Life and Health insurance License
- Past FINRA Series 7 and 66
Timeline
President/Owner
PWK Financial
01.2019 - Current
Senior Financial Consultant
TD Ameritrade
11.2015 - 12.2019
Consultant
Lakeview Capital Partners
01.2014 - 09.2015
Financial Advisor
US Bancorp
11.2011 - 09.2013
Financial Advisor
Wells Fargo Advisors
09.2008 - 10.2011
Sales Manager Porsche Audi Land Rover
Plaza Motors
03.2000 - 09.2008
Bachelor of Arts - Business Management
Webster University
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