Pete West
Tulsa,710
Summary
Conscientious financial advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
40
40
years of professional experience
Work History
Independent Financial Advisor
Self-employeed
12.2000 - Current
- Delivered strategic investment advice for individual and corporate clients.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Informed clients of strategies for reducing debt and maximizing savings.
- Advised clients on investments, retirement and estate planning.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Outside Sales Representative
Oklahoma Turf & Irrigation
10.1998 - 11.1999
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Attended trade shows and conferences regularly to increase brand visibility.
- Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
- Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
Independent Financial Advisor
Self Employed
10.1990 - 11.1998
- Delivered strategic investment advice for individual and corporate clients.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Informed clients of strategies for reducing debt and maximizing savings.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Branch Manager
First Investors Corporation
09.1983 - 08.1990
- Delivered strategic investment advice for individual and corporate clients.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Resolved various issues impacting sales management and business operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Education
Bachelor of Science - Business Administration And Management
Oklahoma State University
Stillwater, OK07.1982
Skills
- Retirement Needs
- Client Rapport-Building
- Asset Allocation
- Customer Interaction
- Serve Client Needs
- Insurance Recommendation
- Client Needs Assessment
- Cash Flow Projection
- Plan Revisions
- Presentations
- Financial Knowledge
Timeline
Independent Financial Advisor
Self-employeed
12.2000 - Current
Outside Sales Representative
Oklahoma Turf & Irrigation
10.1998 - 11.1999
Independent Financial Advisor
Self Employed
10.1990 - 11.1998
Branch Manager
First Investors Corporation
09.1983 - 08.1990
Bachelor of Science - Business Administration And Management
Oklahoma State University
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