Lara Shogren
LPL Financial Services/CUSO Financial Serices
ANCHORAGE
25
years of professional experience
Knowledgeable leader with proven track record in driving sales growth and cultivating lasting client relationships. Demonstrated success in leading sales teams to meet and exceed targets, with notable achievements in expanding market share and enhancing customer satisfaction. Utilized strategic planning and effective communication to drive team performance and ensure consistent results.
Work History
Financial Advisor
2 Years 9 Months- Analyzed investment portfolios to enhance performance and align with market trends.
- Developed personalized financial plans to meet client goals and risk tolerance.
- Conducted regular client meetings to review financial strategies and make adjustments.
- Educated clients on various investment options, fostering informed decision-making.
- Managed a Book of Business with over 600 clients.
- Coached and developed referral training seminars for a network of 17 Credit Union Branches over 3 different states, Alaska, Washington and Wyoming.
Financial Advisor
7 Years 10 Months- Mentored junior advisors on best practices in client relationship management and financial analysis.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients’ individual needs.
- Implemented compliance measures to ensure adherence to regulatory standards.
- Collaborated with team members to streamline processes and improve service delivery.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Bank Branch Manager
14 Years 1 Month- Developed and implemented strategic sales initiatives to drive revenue growth.
- Led branch operations to enhance customer service and streamline processes.
- Analyzed performance metrics to identify improvement opportunities within the branch.
- Mentored staff on compliance regulations and best banking practices.
- Led a team of over 30 banking professionals, providing regular coaching and development opportunities for career growth.
Education
Bachelor of Arts - History
Bachelor of Arts - Education
Skills
Client management
Client education initiatives
Team leadership
Sales coaching
Sales team training
Staff management
Strategic planning
Performance goals
Communication skills
Positive attitude
Relationship building
Coaching techniques
Timeline
Financial Advisor
LPL Financial Services/CUSO Financial Serices
09.2023 - 06.2026Read More
Financial Advisor
Key Investment Services, LLC
10.2015 - 08.2023Read More
Bank Branch Manager
Wells Fargo
06.2001 - 07.2015Read More
University of Wyoming
Bachelor of Arts from Education
Read More
University of Alaska Anchorage
Bachelor of Arts from History
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