Randall Calloway II
Lynchburg,VA
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
National Financial Group
Lynchburg, VA
08.2020 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
Pet Dairy
Route Supervisor
Lynchburg, VA
05.2018 - 05.2023
- Maintained communication with drivers regarding routes, load information and delivery updates.
- Processed invoices, bills of lading and other documents related to truck dispatching.
- Provided customer service by responding to inquiries from customers regarding shipments.
- Communicated with vendors regarding shipment status updates.
- Adhered to safety regulations while monitoring vehicle performance throughout trips.
- Oversaw scheduled routes to ensure appropriate coverage by delivery drivers.
Education
High School Diploma -
Brookville High School
Lynchburg, VA06-2014
Some College (No Degree) - Associates Degree
Central Virginia Community College
Lynchburg, VASkills
- Developing financial plans
- Client Relations
- Mutual funds
- Stock market understanding
- Investment planning
- Insurance decisions
- Advising on investments
- Financial Advising
- Estate Planning
- Mutual fund sales
- Asset Allocation
- Wealth Management
Certification
- Life Health & Annuites License
- SIE (Secruties Industry Essentials)
- Series 63 License (Uniform Securities Agent State Law)
- Series 65 License (Uniform Investment Adviser Law Examination)
- Series 7 License (General Securities Representative Examination)
Affiliations
- Board Of Directors Revelers Club LTD.
- Board Of Directors The Unlimited Potential Foundation
- Teen & Police Service Academy
- The Good Gangs Program
- TeenWorkForce Development Program
Timeline
Financial Advisor
National Financial Group
08.2020 - Current
Pet Dairy
Route Supervisor
05.2018 - 05.2023
High School Diploma -
Brookville High School
Some College (No Degree) - Associates Degree
Central Virginia Community College