Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

McKynzie Bolton

Washoe Valley,NV

Summary

Astute Associate Financial Advisor known for high productivity and efficiency in task completion. Possess skills in financial planning, risk assessment, and client portfolio management. Excel in communication, problem-solving, and adaptability, ensuring effectiveness in client interactions and achieving financial objectives.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

Prime Financial
Reno, NV
05.2024 - Current
  • Attend continuing education classes or conferences related to the finance industry.
  • Assisted clients with the selection of stocks, bonds, mutual funds, exchange-traded funds, annuities, options contracts, futures contracts, and other securities.
  • Provided support to Senior Financial Advisors in developing new business relationships with prospective clients.
  • Evaluated risk management strategies such as insurance policies and annuities.
  • Prepared investment performance reports for client portfolios using software applications.
  • Created presentations for client meetings detailing recommended investments or strategies related to financial planning objectives.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.

Client Service Specialist

Prime Financial
Reno, NV
01.2021 - 05.2024
  • Provided customer service to clients by responding to inquiries and resolving complaints.
  • Conducted regular follow-up calls with customers in order to assess their satisfaction level with our services.
  • Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
  • Resolved contract and billing system inconsistencies, identifying discrepancies and requesting corrections.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.

Real Estate Transaction Coordinator

Keller Williams Realty - John Moscillo
Eugene, OR
12.2017 - 01.2021
  • Resolved issues that may arise throughout the transaction process.
  • Reviewed, revised and processed all documents related to real estate transactions.
  • Coordinated inspections, appraisals, title searches and other tasks associated with real estate transactions.
  • Collaborated with escrow companies, lenders and home inspectors to fulfill terms and conditions of purchase agreements.

Education

Associate of Arts - General Studies

Lane Community College
Eugene, OR
06-2015

Skills

  • Client relationship management
  • Customer service
  • Investment analysis
  • Attention to detail
  • Effective communication
  • Time management
  • Multitasking and organization
  • Behavioral finance

Certification

  • Series 65 License
  • Nevada Life & Health Insurance License
  • Nevada Notary Public

Timeline

Associate Financial Advisor

Prime Financial
05.2024 - Current

Client Service Specialist

Prime Financial
01.2021 - 05.2024

Real Estate Transaction Coordinator

Keller Williams Realty - John Moscillo
12.2017 - 01.2021

Associate of Arts - General Studies

Lane Community College

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