Pamela White
Las Vegas,NV
Summary
Results-driven finance professional with deep expertise in strategic planning, market analysis, and brand development. Strong focus on team collaboration and adapting to changing needs, ensuring seamless execution of marketing initiatives. Known for effective communication, leadership, and problem-solving skills, consistently delivering impactful results. Ready to drive growth and innovation in dynamic marketing environment.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Thrivent
11.2024 - Current
- Providing holistic financial services and guidance. Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educating clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Collaborating with team members and joint field work partners to streamline processes and improve overall client experience.
- Leading financial planning seminars, attracting potential clients through expert knowledge sharing.
- Advising clients on tax-efficient investment strategies, optimizing their financial outcomes
Market Director
Thrivent
09.2022 - 11.2024
- Attracting top talent by developing trusting relationships within broad and diverse networks, leveraging centers of influence, and obtaining referrals from financial professionals for quality, diverse talent.
- Actively managing a pipeline of high-quality, diverse candidates.
- Conducting selection interviews and assessing candidates for a high probability of success.
- Developing FPs and Supporting the Launch of FP Practices.
- Providing FPs with tools, resources, and knowledge needed to be successful in their new role.
- Supporting FPs to develop and execute a marketing plan to achieve their goals, leveraging relationships within their natural market, referrals, and communities.
- Connecting with corporate resources to stay informed of best practices or changes that directly impact recruiting, launch, and senior vets.
- Analyzing of market trends and competitor activities to identify opportunities for growth.
- Coaching, developing, and motivating team to achieve goals.
- Strengthened brand reputation through consistent messaging and adherence to company values.
Workplace Planning Consultant
Fidelity Investments
05.2021 - 07.2022
- Providing guidance on retirement planning strategies tailored to individual needs.
- Creating and maintaining an organized client contact strategy using tools such as Salesforce.
- Analyzing client's financial situation using industry tools such as cash flow analysis, retirement calculators and asset allocation models.
Financial Services Professional
Wealth Financial Group
03.2020 - 05.2021
- Articulating the value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
- Continuously networking and building individual client base.
- Exuding professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
- Working closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Maintaining awareness of personal and financial life changes for clients and maintaining productive, open relationships to facilitate continued revenue growth.
Sales Manager
JS Investments/ Euflora
05.2019 - 02.2020
- Leading sales teams by providing guidance, mentorship, and training at various store locations.
- Demonstrated full store expertise on merchandise locations, enabling optimum service to inquiring customers.
- Setting sales goals and quotas via strategic planning, analyzing data on past performance, and projecting future performance to meet company revenue targets and achieve growth objectives.
- Motivating sales teams via coaching and training programs to improve employee morale and team performance.
- Overseeing customer relations, measuring and observing customer service interactions, as well as educating sales teams with the proper tools and techniques for building rapport and improving customer relationships.
Traveling Contractor
Management and Training Resources LLC
07.2018 - 02.2020
- Performing work duties as part of the K-9 Decoy Project at various airport locations.
- Supervised diverse groups of teams during travel assignments at nationwide airport locations. NDA contract work.
Financial Services Representative Level 2
Scottrade
01.2015 - 03.2018
- Three years of investment and trading experience as a broker with Scottrade, utilizing financial planning and portfolio analysis tools, while delivering exceptional standards of service to brokerage clients.
- Securities trading including stocks, bonds, and mutual funds to high-net-worth individuals.
- Promoting business to increase customer base and grow revenues.
- Resolving customer service issues, assisted clients with financial planning tools, and answered financial questions.
Education
Master of Arts - Human Resources Management
Colorado State University
Greenwood Village, CO08-2018
Master of Arts - Psychology
University of Colorado
CO05-2005
Skills
- Investment advice
- Analytical thinking
- Sales expertise
- Retirement planning
- Risk assessment
- Recruiting and sourcing
- New hire training
- Team leadership
- Strategic Networking
- Excellent communication
- Dependable and responsible
- Presentation Development and Delivery
Certification
- NASD Securities License Series 7 - Active
- NASD Securities License Series 66 - Active
- NIPR Life and Health Insurance - Active
- Certified Project Management Professional (PMP)- May 2022
Languages
Spanish
Full Professional
Timeline
Financial Advisor
Thrivent
11.2024 - Current
Market Director
Thrivent
09.2022 - 11.2024
Workplace Planning Consultant
Fidelity Investments
05.2021 - 07.2022
Financial Services Professional
Wealth Financial Group
03.2020 - 05.2021
Sales Manager
JS Investments/ Euflora
05.2019 - 02.2020
Traveling Contractor
Management and Training Resources LLC
07.2018 - 02.2020
Financial Services Representative Level 2
Scottrade
01.2015 - 03.2018
Master of Arts - Human Resources Management
Colorado State University
Master of Arts - Psychology
University of Colorado
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