Laidry Mouelet Nguimbi
Rawlins
Summary
Organized and dependable, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Financial Advisor
Edward Jones
01.2018 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated new client onboarding process and investment account setup.
- Delivered strategic investment advice for individual and corporate clients.
- Presented financial plans and investment recommendations to clients.
- Collaborated with clients to develop customized investment portfolios.
Petroleum Engineer
BP
01.2013 - 01.2018
- Monitored drill sites for compliance, production and safety issues.
- Created plans to set up operations and extract oil from reservoirs.
- Directed team of 5 personnel in field and backend operations.
- Managed evaluation and testing of wells.
- Offered technical guidance on regulatory applications and strategy implementation.
- Coordinated activities of workers engaged in research, planning and development.
- Collected and organized data used by management in key decision-making.
Walmart Retail Associate
Walmart
08.2008 - 12.2012
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Helped customers complete purchases, locate items, and join reward programs.
- Maintained clean sales floor and straightened and faced merchandise.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Answered questions about store policies and addressed customer concerns.
- Drove customer loyalty and consistent sales through friendly service and knowledgeable assistance.
Education
MBA - Finances
University of Wyoming
Laramie, WY08.2020
Bachelor of Science - Petroleum Engineering
Penn State University
State College, PA12.2012
Skills
- Managing Wealth
- Financial Knowledge
- Business Development
- Customer Expectations Management
- Quantitative Analysis
- Financial Oversight
- Client Counseling
- Creative Solutions
- Customer Loyalty
Timeline
Financial Advisor
Edward Jones
01.2018 - Current
Petroleum Engineer
BP
01.2013 - 01.2018
Walmart Retail Associate
Walmart
08.2008 - 12.2012
MBA - Finances
University of Wyoming
Bachelor of Science - Petroleum Engineering
Penn State University
Similar Profiles
Kenneth DiamondKenneth Diamond
Financial Advisor at Edward JonesFinancial Advisor at Edward Jones
Reed BowlingReed Bowling
Branch Office Administrator at Edward JonesBranch Office Administrator at Edward Jones
NICOLE K. GALLIMORENICOLE K. GALLIMORE
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones
Jessica MendietaJessica Mendieta
Operations Generalist at EDWARD JONESOperations Generalist at EDWARD JONES
Karma SarveyKarma Sarvey
Special Education Paraprofessional at Carbon County School District #1Special Education Paraprofessional at Carbon County School District #1