Michael Oeser
Chatham,IL
Summary
Performance-oriented Financial Advisor offering experience working with privately-held investment firms. Adept at skillfully managing high-value assets. Offering expertise demonstrated by Series 65, 6 and 63 licenses.
- Results-oriented uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
- Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
19
19
years of professional experience
Work History
Financial Advisor
Prudential Financial
Springfield , IL
07.2012 - 11.2021
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Boosted sales by 150% and exceeded sales target by employing consultative sales tactics and superior customer care.
Interior Designer
Coastal Design Concepts
Laguna Niguel, CA
01.2002 - 01.2012
- Developed space planning concepts, color palette selections and textile presentations.
- Consulted with clients to determine architectural preference to meet overall design goals.
- Facilitated requests regarding product information, installation methods and product upgrade options.
- Transformed uninspiring areas into warm and inviting living spaces using various lighting fixtures, materials and products.
- Programmed space requirements from schematic design to construction document phase and installation.
- Developed key client relationships by providing design solutions that met needs and budgets without compromising quality or design intent.
Education
High School Diploma -
Brown County High School
Mount Sterling06.1999
Skills
- Project Management
- Staff Management
- Salesforce
- Customer Complaint Resolution
- Project estimation and bidding
- Deadline adherence
Timeline
Financial Advisor
Prudential Financial
07.2012 - 11.2021
Interior Designer
Coastal Design Concepts
01.2002 - 01.2012
High School Diploma -
Brown County High School
Similar Profiles
James FoxJames Fox
Financial Advisor at Prudential FinancialFinancial Advisor at Prudential Financial
Shanae HarmonShanae Harmon
Associate Manager/Process Management Specialist at Prudential FinancialAssociate Manager/Process Management Specialist at Prudential Financial
Justin GoodingJustin Gooding
Financial Services Professional at Prudential FinancialFinancial Services Professional at Prudential Financial
Nicholas DeAnnaNicholas DeAnna
Customer Service Associate at Prudential FinancialCustomer Service Associate at Prudential Financial
Andy MahoneyAndy Mahoney
Parts and Supply Manager at Watts Copy Systems, IncParts and Supply Manager at Watts Copy Systems, Inc