Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michael Kurland

Baltimore,MD

Summary

Accomplished Financial Planner with 35-year history of success in sales and financial planning. Leverage communication skills and industry knowledge to help clients obtain goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Knowledge of regulatory and supervisory requirements and corporate policies and procedures. Currently seeking afull-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

23
23
years of professional experience

Work History

Financial Advisor

Securian Capital Of The Chesapeake
Towson, Maryland
06.2019 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Financial Advisor

Ohio National Financial Services
Cincinnati, OH
09.2018 - 06.2019
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Financial Advisor

MassMutual
Hunt Valley, Maryland
09.1999 - 09.2018
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Education

Bachelor of Science - Finance, International Business, Marketing

Towson University
Baltimore, MD
05.1980

Skills

  • Financial Goal Planning
  • Portfolio Management
  • Client Recruiting and Retention
  • Retirement Needs
  • Mutual Funds
  • Annuities
  • Investment Performance Reporting
  • Sales
  • Employee Recruiting and sales mangement

Timeline

Financial Advisor

Securian Capital Of The Chesapeake
06.2019 - Current

Financial Advisor

Ohio National Financial Services
09.2018 - 06.2019

Financial Advisor

MassMutual
09.1999 - 09.2018

Bachelor of Science - Finance, International Business, Marketing

Towson University
Michael Kurland