Kraig Burlingame
Yakima
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
10
10
years of professional experience
Work History
Financial Advisor
LPL Financial
02.2025 - 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.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Regional Support Administrator
Peak Financial Network Solutions
08.2022 - 09.2023
- Assist register representatives in daily activities
- Open accounts for registered representatives
- Communicate with insurance companies and update beneficiaries forms
- Answer incoming phone calls in a timely manner regarding financial services
Telecommunicator
Suncomm
12.2021 - 04.2022
- Balance and answer multiple incoming 9-1-1 phone calls
- Multi-task stressful and urgent tasks in the safest manner
- Maintain confidentiality of police/medical records
- Communicate quickly and efficiently with dispatchers and fire response teams
Teller
Banner Bank
02.2020 - 11.2021
- Balanced daily cash deposits and vault inventory with zero error rate
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
- Maintained confidentiality of bank records and client information
- Maintained optimal financial controls by securing funds and making accurate transactions
- Delivered prompt, accurate and excellent customer service
Agricultural Research Assistant
Ron Britt & Associates
04.2019 - 11.2019
- Improved customer satisfaction by finding creative solutions to problems
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines
- Collected and organized data that provided vital information to the employer for future treatment and applications for agricultural crops
Support Staff Member
Virginia Mason Memorial Hospital
05.2017 - 08.2019
- Organized files, developed spreadsheets, faxed reports and scanned documents to bolster organizational workflow
- Maintained business records by updating customer information
- Supported office needs including taking messages, scanning documents and routing business correspondence
Quality Control Inspector
Allan Brothers Fruit
05.2015 - 08.2018
- Conferred with scientific, engineering, and technical personnel to resolve design, research and testing problems
- Developed and implemented best practices for defect prevention and continuous improvement
- Wrote detailed reports outlining performance, quality, and defect rates
Education
Series 7/66 - Finance
Knopman Marks
Online04-2024
Health & Insurance License - Insurance
Exam Fx
Online05-2023
Bachelor of Science - Business Management
Yakima Valley Community College
Yakima, WA06-2020
Associate of Arts - undefined
Yakima Valley Community College
Yakima, WA06.2017
High School Diploma - undefined
East Valley High School
Yakima, WA06.2014
Skills
- Excellent communication skills
- Strong work ethic
- Investment advice
- Reliable
- Relationship building and management
- Approachable
- Sales expertise
- Practiced knowledge of bank security systems
- Analytical thinking
Timeline
Financial Advisor
LPL Financial
02.2025 - Current
Regional Support Administrator
Peak Financial Network Solutions
08.2022 - 09.2023
Telecommunicator
Suncomm
12.2021 - 04.2022
Teller
Banner Bank
02.2020 - 11.2021
Agricultural Research Assistant
Ron Britt & Associates
04.2019 - 11.2019
Support Staff Member
Virginia Mason Memorial Hospital
05.2017 - 08.2019
Quality Control Inspector
Allan Brothers Fruit
05.2015 - 08.2018
Associate of Arts - undefined
Yakima Valley Community College
High School Diploma - undefined
East Valley High School
Series 7/66 - Finance
Knopman Marks
Health & Insurance License - Insurance
Exam Fx
Bachelor of Science - Business Management
Yakima Valley Community College
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