Ortis Pyronneau
North Lauderdale,FL
Summary
Dynamic Financial Consultant with over 16 years of experience in strategic financial planning, specializing in tax-efficient insurance solutions for high net-worth clients and business owners. Proven track record in driving market growth, enhancing client satisfaction, and boosting sales through innovative strategies. Equipped with advanced degrees in Conflict Analysis and Business Administration, along with multiple FINRA licenses.
Overview
14
14
years of professional experience
12
12
years of post-secondary education
3
3
Certifications
Work History
Financial Consultant
LIHD Insurance & Financial Services
Plantation, FL
1 2016 - Current
- Focused on delivering bespoke financial solutions, emphasizing strategic financial planning and market expansion
- Developed integrated insurance planning strategies, leading to 20% increase in high net-worth client acquisitions
- Advised over 65 families and business owners, addressing their unique financial goals and challenges
- Designed expert tax planning services for business owners and affluent clients, resulting in 15% improvement in tax efficiency and savings
- Generated consistent sales of 18-25 health insurance policies per month, contributing to 25% growth in monthly revenue
- Secured 5-7 life insurance policies per month and 10 long-term care (LTC) policies per year, fortifying client financial protection and security
- Outcome: Strengthened consultancy portfolio, leading to 20% increase in client growth, 95% client retention rate, and reinforced industry standing.
Financial Advisor
Merrill Lynch Pierce Fenner & Smith Inc
Boca Raton, Florida
11.2019 - 11.2021
- Leveraged digital innovation to enhance client relationships and support small businesses during critical times
- Drove 12% increase in referral business, actively participating in industry events and providing personalized financial guidance, improving client investment returns by 10%.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
- Studied financial documents to identify potential areas needing improvement.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Educated clients on potential risks and rewards associated with various investments.
- Advised clients on investments, retirement and estate planning.
Personal Financial Representative
Allstate Financial Services, LLC
Parkland, FL
01.2018 - 01.2019
- Dedicated to expanding financial services practice by leveraging expertise in client consultation and sales
- Focused on driving growth and enhancing client relationships within Allstate network
- Raised brand awareness by 5% among clients unfamiliar with Allstate’s life insurance offerings
- Established trust with clients through transparent communication and consistent follow-up on account activity
- Evaluated potential investment opportunities using fundamental and technical analysis techniques to offer well-researched recommendations to clients
- Enhanced client satisfaction by providing personalized financial advice and investment strategies
- Cultivated professional relationships with external partners such as CPA firms, attorneys, and insurance agents to provide comprehensive support for client needs
- Adhered to strict confidentiality standards when handling sensitive client information, fostering secure environment for all parties involved in transactions or discussions related to personal finance
Licensed Relationship Banker / Manager on Duty
JPMorgan Chase
Orland Park, Illinois
01.2011 - 01.2018
- Progressed from Personal Banker to Business Banker and Manager on Duty, reflecting commitment to excellent client service, operational efficiency, and tailored financial guidance
- Led initiatives that increased customer satisfaction scores by 16%
- Amplified cross-selling of banking products by 20% by aligning services with client needs
- Collaborated with branch team members to meet monthly targets, enhancing overall branch performance.
- Promoted digital banking services to enhance customer convenience and drive adoption rates.
- Enhanced customer satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Education
Master of Science - Conflict Analysis & Peace Studies
Nova Southeastern University
Davie, FL 08.2012 - 12.2017
Master of Business Administration - Human Resources Management
Strayer University
Palm Beach Gardens, FL 01.2010 - 12.2011
Bachelor of Business Administration -
South University
Royal Palm Beach, FL 01.2005 - 12.2009
Skills
Client Relations
Insurance decisions
Sales and Marketing
Relationship building and management
Financial Services
Insurance sales
Financial Planning
Pipeline Management
Insurance Planning
Banking
Investment Consulting and Planning
Risk Assessment
Lead Generation
Debt management
Active Listening
Effective Communication
Certification
FINRA, Series 6, Series 7, Series 66
State
FL
City
North Lauderdale
Timeline
Financial Advisor
Merrill Lynch Pierce Fenner & Smith Inc
11.2019 - 11.2021
Personal Financial Representative
Allstate Financial Services, LLC
01.2018 - 01.2019
Master of Science - Conflict Analysis & Peace Studies
Nova Southeastern University
08.2012 - 12.2017
Licensed Relationship Banker / Manager on Duty
JPMorgan Chase
01.2011 - 01.2018
Master of Business Administration - Human Resources Management
Strayer University
01.2010 - 12.2011
Bachelor of Business Administration -
South University
01.2005 - 12.2009
Financial Consultant
LIHD Insurance & Financial Services
1 2016 - Current
Similar Profiles
ANTHONY J. GRIFFITHANTHONY J. GRIFFITH
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services
Kelly PullenKelly Pullen
Associate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of CanadaAssociate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of Canada
Jibin Jiji Mathew, QAFP, RISJibin Jiji Mathew, QAFP, RIS
Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)
Yailin EstevezYailin Estevez
Sales Associate at Nike Factory StoreSales Associate at Nike Factory Store
Tosha ChambersTosha Chambers
Life Insurance Agent at Primerica PFS InvestmentsLife Insurance Agent at Primerica PFS Investments