Mike Snow
Gresham,OR
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
28
28
years of professional experience
Work History
Financial Advisor
Prudential Financial
Vancouver, WA
10.2017 - Current
- 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.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Provided advice on tax-advantaged investment opportunities.
Financial Advisor
Waddell & Reed
Vancouver, WA
09.2016 - 10.2017
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Facilitated client meetings with comprehensive investment strategy planning.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
Operations Manager
Rip City Management
Portland, OR
01.2015 - 06.2016
- Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
- Managed scheduling, training and inventory control.
- Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
- Built strong operational teams to meet process and production demands.
- Monitored and improved efficiency of processes, team performance, and customer service.
- Coordinated with other departments including sales, marketing, finance, human resources. to ensure efficient operations.
- Recruited, hired and trained crew members on application of projects, customer relations, and customer service.
Conversion Supervisor
Rip City Management
Portland, OR
07.2013 - 01.2015
- Provided guidance and direction to subordinates regarding job duties and responsibilities.
- Directed and supervised team of 25 employees in daily operations.
- Monitored employee productivity to provide constructive feedback and coaching.
- Monitored employee productivity levels on a regular basis to identify areas of improvement.
- Reviewed completed work to verify consistency, quality and conformance.
Sales Manager
Elite Athlete Inc
Gresham, OR
12.1995 - 01.2013
- Managed daily operations of sales department, including supervision of staff members.
- Tracked monthly sales to generate reports for business development planning.
- Established relationships with key clients, while maintaining existing customer base.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Delivered sales presentations focused on offerings and unique advantages over competitors.
Education
Bachelor of Science - Health Studies
Southern Oregon University
Ashland, OR06-1992
Skills
- Increasing savings
- Managing wealth
- Sales follow-up
- Mutual funds understanding
Affiliations
- I've volunteered over 14 years in youth programs. President and board member of Gresham Youth Football, coaching football and baseball.
References
References available upon request.
Timeline
Financial Advisor
Prudential Financial
10.2017 - Current
Financial Advisor
Waddell & Reed
09.2016 - 10.2017
Operations Manager
Rip City Management
01.2015 - 06.2016
Conversion Supervisor
Rip City Management
07.2013 - 01.2015
Sales Manager
Elite Athlete Inc
12.1995 - 01.2013
Bachelor of Science - Health Studies
Southern Oregon University