Lyndon Zingale
Duluth,GA
Summary
Never missed a sales goal in over 26 years in the industry, 200% in production goals for 2023, trending at 250% for 2024. Built largest book in terms of assets under management at the time at E*TRADE. Excellent communication skills and having endearing qualities.
I believe in educating clients because what's more important than empowering a client over their own finances? They will thank you for believing in them.
Overview
26
26
years of professional experience
Work History
Financial Advisor
Truist Investment Services
Atlanta, GA
07.2016 - Current
- Developed financial strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, needs for liquidity, and retirement planning.
- Analyzed potential investments such as fixed income, market based investments, mutual funds, managed accounts, annuities, etc, for clients.
Financial Advisor
E*TRADE Securities
Alpharetta, Georgia
11.1998 - 07.2014
- Developed financial plans and strategies tailored to high net worth clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, needs for liquidity, and retirement planning.
- Analyzed potential investments such as mortgage loans, investments in stock and bond markets, managed accounts, etc, for clients
Education
Some College (No Degree) - Psychology
Dekalb Technical College
ClarkstonSkills
- Sales follow-up
- Increasing savings
- Developing financial strategies
- Client education
Timeline
Financial Advisor
Truist Investment Services
07.2016 - Current
Financial Advisor
E*TRADE Securities
11.1998 - 07.2014
Some College (No Degree) - Psychology
Dekalb Technical College
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