Danny Brown
Goodyear,AZ
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Strategy Financial Group
Phoenix, AZ
01.2023 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Provided advice on tax-advantaged investment opportunities.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
- Tracked market movements daily using various analytical tools and software programs.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Facilitated client meetings with comprehensive investment strategy planning.
- Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
- Increased assets under management by offering investment and insurance solutions to clients.
- Grew assets under management through referrals and new business opportunities.
Financial Advisor
Desert Financial Credit Union / Raymond James
Glendale, AZ
04.2022 - 01.2023
- Consulted with clients to assess and meet short- and long-term financial goals.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
- Grew assets under management through referrals and new business opportunities.
- Delivered high-quality customer service experience through understanding of sales process, policies and licensing requirements which contributed to retention and expansion of client relationships.
- Provided ethical, objective and holistic financial planning advice to clients.
- Met or exceeded sales goals for assigned market while meeting individual client needs.
- Conducted market research and made recommendations concerning products and services best suited for customer goals and risk tolerance.
- Developed strong partnerships with retail branches, business banking and wealth partners to ensure investment needs of current and potential customers are met or exceeded.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Provided advice on tax-advantaged investment opportunities.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Financial Advisor
Edward Jones
Centralia, WA
04.2018 - Current
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Promoted business to increase customer base and grow revenue.
- Devised business plan and identified target customers.
- Took advantage of gaps in market and reached out to potential new clients.
- Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Insurance Agency Owner
Farmers Insurance
Chehalis, WA
04.2016 - 04.2018
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Managed financial functions such as operations budgeting, accounts payable and accounts receivable and payroll.
- Kept records for production, inventory, income and expenses.
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
- Kept up-to-date on regulatory changes affecting business operations.
- Developed business and marketing plans and prepared monthly financial reports.
- Created and implemented marketing and advertising strategies to support revenue goals and promote strategic growth.
- Maintained functional and orderly building areas to deliver professional appeal to customers.
- Devised and implemented standard operating procedures, training programs and office management systems.
- Interviewed, trained, and supervised employees.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Diligently filed and followed up on third party claims.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Marketing Director
Greene Realty Group
Olympia, WA
02.2014 - 04.2016
- Created and implemented traditional marketing campaigns.
- Developed and deepened professional relationships with vendors, negotiated contracts and monitored performance.
- Updated web pages and social media profiles with engaging and current content.
- Devised innovative strategies to drive customer engagement.
- Applied market knowledge and customer insight analysis to drive sales through targeted promotions.
- Planned and produced highly effective experiential marketing events.
- Developed and implemented digital marketing plans to incorporate SEO, social media platforms and video campaigns.
- Researched market competitors to identify potential new products and service opportunities.
- Boosted sales by developing new product marketing strategies.
- Optimized marketing approaches to capitalize on new market trends and capture new customer groups.
- Directed ongoing market research for use with future marketing plans.
- Aligned campaigns, SEO and marketing activities with brand voice and target consumer demographics.
- Generated monthly performance metrics and analytical reports, reviewing and communicating marketing campaign successes to clients.
- Promoted understanding of marketing strategies by delivering boardroom multimedia presentations.
Graphic Designer
The Chronicle
Centralia, WA
09.2013 - 02.2014
- Leveraged proficiency in Adobe InDesign, Photoshop and Illustrator to design email blasts, catalogs, posters and other promotional materials.
- Developed, designed, laid out and produced variety of technical illustrations for brochures, banners and signs.
- Generated digital image files for use in digital and traditional printing.
- Worked with customers to present mockups and collect information for adjustments.
- Submitted design ideas to plan projects with customers and managers.
- Developed engaging marketing and promotional advertisements to generate sales revenue and grow customer base.
- Prepared branding packages for point of purchase displays, marketing materials and product packages.
- Produced projects for advertising and informational purposes.
- Created personalized portfolio modeling designs to deliver unique, customized portfolios to each client.
Greenskeeper
Riverside Golf Course
Chehalis, WA
05.2012 - 09.2013
- Kept appearance of turf neat and professional with daily mowing, trimming and maintenance.
- Managed nearby features such as bunkers with raking and regular care.
- Set up courses each day by changing cups, putting out flags and emptying trash.
- Maintained both two-cycle and four-cycle equipment used in regular greenskeeping.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Improved appearance of greens by caring for nearby areas, including planting new trees and shrubbery.
Test Associate
Microsoft
Redmond, WA
12.2010 - 01.2012
- Monitored project progress and quickly addressed problems to complete testing on schedule.
- Designed and updated test cases to complete consistent manual tests.
- Drafted defect reports identifying problems and shared testing metrics with team to develop solutions.
- Worked with off-site teams to complete timely tests and facilitate smooth product releases.
- Consulted with product owners and developers to fully understand intended features and functionality.
- Collaborated with management to establish testing plans develop improvement strategies.
- Conducted load tests to determine server operating parameters.
- Maintained detailed recordkeeping and updated project documentation to compile reports.
- Reviewed configuration files, logs and sections of code to complete debugging and locate breakdown sources.
- Checked software programs for usability, functionality and design issues.
- Monitored and facilitated bug resolutions to optimize software.
Education
Bachelor of Arts - Media Arts/Finance
New Mexico Highlands University
Las Vegas, NM05.2012
Skills
- Planning for retirement
- Making insurance decisions
- Stock market expertise
- Developing financial plans
- Advising on investments
- Mutual funds understanding
- Funding education
- Managing wealth
- Understanding tax law
- Leadership
- Active listening
- Friendly, positive attitude
- Communication
- Working collaboratively
- Multitasking
- Product description
- Business development
- Prospecting skills
- Networking
- Sales presentations
- Needs analysis
- Strategy development
- Client account management
- Planning & organizing
- People skills
- Team building
Additional Information
- Series 6
- Series 7
- Series 63
- Series 66
- Life/Accident and Health/Variable Life/Variable Annuity
Timeline
Financial Advisor
Strategy Financial Group
01.2023 - Current
Financial Advisor
Desert Financial Credit Union / Raymond James
04.2022 - 01.2023
Financial Advisor
Edward Jones
04.2018 - Current
Insurance Agency Owner
Farmers Insurance
04.2016 - 04.2018
Marketing Director
Greene Realty Group
02.2014 - 04.2016
Graphic Designer
The Chronicle
09.2013 - 02.2014
Greenskeeper
Riverside Golf Course
05.2012 - 09.2013
Test Associate
Microsoft
12.2010 - 01.2012
Bachelor of Arts - Media Arts/Finance
New Mexico Highlands University