Kyle Sims
Philadelphia,PA
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
3
3
years of professional experience
Work History
Financial Advisor
Granite Financial
08.2021 - 07.2024
Assessed the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Helping clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
Senior Store Manager
GNC
02.2021 - 01.2023
Maintaining statistical and financial records. dealing with customer queries and complaints. Overseeing pricing and stock control. maximizing profitability and setting/meeting sales targets, including motivating staff to do so. Leading the team, setting objectives, analyzing performance, making decisions, and reviewing.
Education
Bachelor of Science - International Marketing
JCSU
North CarolinaHigh School Diploma -
Upper Merion High School
King Of Prussia, PASkills
- Advising on investments
- Client Relations
- Sales follow-up
- Risk Assessment
- Relationship building and management
- Process Improvement
- Financial Advising
- Investment Consulting and Planning
- Financial Planning
- Risk Management
- Customer Service Management
- Budget Development
- Leading Staff Meetings
- Outstanding communication skills
Timeline
Financial Advisor
Granite Financial
08.2021 - 07.2024
Senior Store Manager
GNC
02.2021 - 01.2023
Bachelor of Science - International Marketing
JCSU
High School Diploma -
Upper Merion High School
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