Mackenzie Gibson
Plano
Summary
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
07.2023 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built relationships while running client meetings and identifying retirement, investment, and tax goals
- Sourced and launched 401(k) plan for a small business owner in the area with our succession team
- Utilized Salesforce, E-Money, and ClientWorks
Supervisor
Yumilicious
08.2016 - 12.2019
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
Education
Bachelor’s Degree - Finance in Business
University of North Texas
Denton, TX05.2023
Skills
- Relationship building and management
- Investment advice
- Analytical thinking
- Sales expertise
- Critical thinking
- Attention to detail
- Sales and marketing
- Insurance planning
Certification
- Series 7
- Series 63
- Series 65
- 2/8 CFP Courses
- Texas General Lines
Campus Community Involvement
Christmas Food Drive 12/25/19
Co-Founder of BSU, 09/01/16, 05/01/19
Languages
Spanish
Limited Working
Interests
- Horseback Riding
- Avid Reader
- Hiking
- Baking
Timeline
Financial Advisor
Equitable Advisors
07.2023 - Current
Supervisor
Yumilicious
08.2016 - 12.2019
Bachelor’s Degree - Finance in Business
University of North Texas
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