Pete Hamilton
Forest,VA
Summary
Organized and detailed professional with a vast experience in managing and enhancing a college athletics organization. As a Financial Advisor, I developed and maintained client relationships leveraging CRM databases and my learned communication skills. As a College Basketball Coach, I have a deep background in all areas of management as well as creating and working towards a collective vision and goal.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual Investment Services
Lynchburg, VA
09.2024 - 05.2025
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Provided ethical, objective and holistic financial planning advice to clients.
Head Men's Basketball Coach
Randolph College
Lynchburg, VA
05.2016 - 03.2024
- Directed and made final decisions on all aspects of enhancing and operating an NCAA men's basketball program
- Leveraged CRM databases to recruit and evaluat potential student-athletes, aligning team needs with talent acquisition.
- Scheduled regular meetings with staff to review progress, assess performance, and develop strategies for improvement.
- Developed and implemented team philosophies regarding team building, skill development, and academic success.
- Daily one-on-one meetings with players to grow relationships and assist in player development on court and away from the court in academics and socially.
Education
MBA - Business Administration
Averett University
Danville05-2013
Bachelor of Science - Business
Randolph College
Lynchburg05-2011
Skills
- Financial planning and investment strategies
- Client relationship management
- Retirement and strategic planning
- Coaching techniques
- Communication skills
- Microsoft Office proficiency
- Event coordination
- Google Suite expertise
- Logistical coordination and management
Certification
- Virginia Life & Health Insurance License
- SIE Certification
- Series 6 & Series 63
Affiliations
- Member of National Association of Basketball Coaches
- Participant and Grander recognition in Mustaches 4 Kids Lynchburg Organization
- Member of Central Virginia Small Business Coalition
Work Preference
Work Location
RemoteImportant To Me
Work-life balanceCompany CultureFlexible work hoursWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Advisor
Northwestern Mutual Investment Services
09.2024 - 05.2025
Head Men's Basketball Coach
Randolph College
05.2016 - 03.2024
MBA - Business Administration
Averett University
Bachelor of Science - Business
Randolph College
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