Lacey Gibson
Urbandale,IA
Summary
Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Prudential Financial
Los Angeles, CA
07.2024 - Current
- Design tailored financial plans enhancing client wealth and security. Optimize investment strategies for measurable client success.
- Strengthen client relations with personalized financial advice. Adapt to market trends, ensuring informed client recommendations.
- Develop tailored financial strategies, optimizing asset allocation and risk management for diverse clients—portfolios, enhancing long-term wealth preservation.
- Drive client financial success through personalized advice, leveraging market trends and regulatory insights to deliver impactful recommendations.
- Foster enduring client relationships via clear communication, aligning financial plans with individual goals, and adapting strategies to changing needs.
- Pioneer creative solutions in estate planning and tax optimization, maximizing client wealth while navigating complex financial landscapes.
- Anticipate future market shifts, proactively adjusting client portfolios to capitalize on emerging opportunities and mitigate potential risks.
Financial Advisor
Northwestern Mutual
Los Angeles, CA
06.2020 - 07.2024
- Develop tailored financial plans, achieving measurable client satisfaction.
- Guide investment strategies, resulting in significant portfolio growth.
- Lead retirement planning, ensuring clients' future financial security. Facilitate generational wealth transfer, impacting family legacies.
- Manage internship programs, enhancing team leadership skills. Developed tailored financial strategies, enhancing clients' retirement planning and wealth transfer.
- Managed internships, fostering future talent in financial advisory.
- Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
Director of Sales
INNOVATX
Austin, TX
12.2018 - 06.2020
- Build relationships with hotel partners, CVB, corporate clients, and 3rd parties
- Design tailored financial plans enhancing client wealth and security
- Oversee events from initial inquiry through post-program evaluation, ensuring client success
- Define event objectives and program budgets, target profitability, and maintain key vendor relationships
- Provide efficient onsite event strategy/operations during the program operation.
- Established relationships with vendors, suppliers and sponsors to secure discounts or exclusive packages for customers.
- Tracked event sales performance using CRM software and analyzed results to identify areas for improvement.
- Oversaw florists and rental companies to monitor compliance with contract terms and quickly address discrepancies.
Event Manager
George P. Johnson
Austin, TX
05.2016 - 12.2018
- Managed event timelines and budgets, ensuring projects stayed on track and within budget
- Coordinated venue logistics, enhancing event service delivery and client satisfaction
- Handled service orders and financial processing, optimizing event operations
- Designed and executed event layouts, improving the attendee experience
- Prepared pre-event communications, facilitating seamless event execution
- Led event planning from concept to execution, managing timelines and budgets while ensuring seamless onsite support and service delivery
- Led planning and execution of 20+ diverse events, ensuring budget adherence and timely delivery
- Managed logistics for trade shows and meetings, optimizing coordination and client satisfaction
- Facilitated communication between clients and teams, enhancing budget accuracy and deliverables
- Executed onsite event management, ensuring seamless venue coordination and client experience
- Advised clients on strategic event marketing, driving innovative practices and measurable success
Account Manager
Kennedy Creative Events
Austin, TX
12.2014 - 05.2016
- Unique events and client experiences
- Develop, plan, and sell private events, destination packages, and corporate events
- Establish sales objectives by creating a sales plan and quotas
- Continually grow relationships with current and new clients
- Accurate contract cultivation
- Building budgets, service schedules, quotes, and legal agreements
- Guide clients to create an experience, not just another event
Executive/ Personal Assistant
Powerhouse Productions
Dallas, TX
05.2011 - 12.2014
- Coordinated onsite event logistics, enhancing vendor collaboration and service efficiency
- Managed vendor orders and invoices, ensuring seamless event execution
- Developed detailed production schedules and itineraries for concurrent projects
- Led intern program, overseeing recruitment and daily operations
- Coordinated CEO's schedule, enhancing efficiency and communication
- Arranged travel plans, ensuring seamless logistics and time management
- Managed personal errands, supporting CEO's work-life balance
- Streamlined communication channels, improving response times
- Facilitated executive meetings, contributing to strategic decision-making
Education
Bachelor of Arts - Communication
Pepperdine University
Malibu, CA05.2011
Skills
- Financial Planning
- Investment Strategy
- Risk Management
- Estate Planning
- Tax Optimization
- Wealth Preservation
- Client Relations
- Market Analysis
- Regulatory Compliance
- Sales
- Project Management
- Budgeting
- Team Leadership
- Intern Program Manager
Personal Information
Title: Financial Advisor
Timeline
Financial Advisor
Prudential Financial
07.2024 - Current
Financial Advisor
Northwestern Mutual
06.2020 - 07.2024
Director of Sales
INNOVATX
12.2018 - 06.2020
Event Manager
George P. Johnson
05.2016 - 12.2018
Account Manager
Kennedy Creative Events
12.2014 - 05.2016
Executive/ Personal Assistant
Powerhouse Productions
05.2011 - 12.2014
Bachelor of Arts - Communication
Pepperdine University
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