Lore Ford
Financial Advisor
Concord,NH
Summary
Results-oriented Financial Advisor uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
First Command Financial Services Inc.
Concord, NH
12.2020 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- 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.
Senior Enlisted Advisor
New Hampshire National Guard
Concord, NH
09.2015 - 09.2020
- Managed all aspects of administrative and personnel needs of ground supply operations.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Identified issues, analyzed information and provided solutions to problems.
Recruiting Supervisor
New Hampshire Army National Guard
Concord, NH
06.2013 - 08.2015
- Operated and maintained applicant tracking and candidate management systems.
- Advocated for staff members, helping to identify and resolve conflicts.
- Partnered with departmental managers to ascertain hiring needs and subsequently provide candidate recommendations.
Education
Bachelor of Arts - Social Sciences
Southern New Hampshire University
Hooksett, NH 09.2013 - 06.2017
Skills
Retirement needs
undefinedTimeline
Financial Advisor
First Command Financial Services Inc.
12.2020 - Current
Senior Enlisted Advisor
New Hampshire National Guard
09.2015 - 09.2020
Bachelor of Arts - Social Sciences
Southern New Hampshire University
09.2013 - 06.2017
Recruiting Supervisor
New Hampshire Army National Guard
06.2013 - 08.2015
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