Lindsey Itnyre
Marysville,OH
Summary
- Highly motivated and goal-oriented with strong time management and adaptability. Known for guiding clients on investment and retirement planning, and helping them reach financial goals through effective advice and portfolio management.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Richwood Bank
02.2023 - Current
- Built strong relationships with clients, encouraging 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.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Financial Advisor Intern
Richwood Bank
05.2021 - 08.2023
- Collaborated with senior advisors to develop tailored investment strategies, enhancing client experience and outcomes.
- Expanded knowledge of diverse investment products by conducting research on stocks, bonds, mutual funds, ETFs, annuities, insurance policies.
- Collaborated on marketing strategies to attract new clients and enhance the firm's reputation.
- Supported organizational account management duties under direct supervision.
Education
Bachelor of Science - Management And Financial Planning
Bowling Green State University
Bowling Green, OH12.2023
Skills
- Investment advice
- Relationship building and management
- Time Management
- Retirement planning
- Financial Planning
- Investment Management
- Client Engagement
Accomplishments
Completed the 2023-2024 Union County Leadership Institute
Dance Teacher at Energy Arts Dance
Teaching students ages 7-18 for the second year, specializing in jazz, tap, and pom styles. I have developed strong relationships with both students and parents while actively participating in community events representing Energy Arts.
Timeline
Financial Advisor
Richwood Bank
02.2023 - Current
Financial Advisor Intern
Richwood Bank
05.2021 - 08.2023
Bachelor of Science - Management And Financial Planning
Bowling Green State University
Similar Profiles
Benjamin AlbrightBenjamin Albright
Commercial Lender at Park National BankCommercial Lender at Park National Bank
Heaven SchwartzHeaven Schwartz
Expanded Duties Dental Assistant at Richwood Family DentalExpanded Duties Dental Assistant at Richwood Family Dental
Betty SpenceBetty Spence
Marketing at Richwood IndustriesMarketing at Richwood Industries
Heaven BarkerHeaven Barker
Cashier at DonatosCashier at Donatos
Julien DeFeliceJulien DeFelice
Veterinary Assistant at Plain City Animal HospitalVeterinary Assistant at Plain City Animal Hospital