RAYMOND B KNEZEK
Houston
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Exceptional knowledge in wealth management estate planning and investment . Experience as Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, training personnel and developing tactical plans to meet strategic goals. Proven skills in increasing customer engagement and business visibility in online searches through successful SEO approaches. Experienced in developing marketing initiatives, increasing business success and boost sales. Excellent analytical, organizational abilities.
Overview
12
12
years of professional experience
Work History
Financial Advisor/Director of Business Development
Allied Wealth
01.2024 - 03.2025
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated relationships with search engine providers to gain industry insights and determine prospects.
- Researched and analyzed industry trends to inform search marketing strategies.
- Informed clients of strategies for reducing debt and maximizing savings.
- Studied financial documents to identify potential areas needing improvement.
- Negotiated, prepared, and signed contracts with clients.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
Private Client Banker/Manager on Duty
JP Morgan Chase N.A
12.2019 - 09.2022
- Identified and referred clients and prospects to appropriate business partners resulting in expanded relationships in additional lines of business by converting clients up to $20 million in the first 9 months
- All the while advising the consumer and small business clients to help select deposit accounts, loans and other products and financial services
- Offered comprehensive financial support and worked closely with attorneys and accountants to fully explore circumstances and goals
- Appointed as backup to management to oversee branch operations and research and resolving customer issues
- Maximized employee performance with hands-on training and close mentoring.
Regional Leader
Primerica Financial Services
06.2016 - 12.2019
- Converted more than 45% of prospected leads to contracted accounts.
- Met and consistently exceeded monthly and quarterly insurance sales 53% of goals through detailed product and service knowledge
- Analyzed portfolio positions and prepare financial reports detailing findings and kept clients informed about transactions by openly discussing financial options and plans
- Discussed market fluctuations and securities transactions with clients to mitigate concerns and provide detailed account updates
- Determined clients' assets, liabilities and cash flow based on interviews and records reviews including guiding clients in financial plan development, applying individual criteria to formulate advantageous strategy.
Barista
Starbucks/ HMS Host
04.2018 - 09.2018
- Followed money handling guidelines to verify check total, monitor tip disbursement and manage cash drawer
- Addressed and resolved customer issues to promote satisfaction and fulfilled orders to exact customer specifications for optimum satisfaction while also meeting upsell goals by promoting high-profit items to every customer
- Identified and reported on supply needs for new inventory orders.
- Trained new workers in correct use of equipment, customer service techniques and beverage recipes.
Outside Sales Representative
Fastenal
01.2015 - 10.2017
- Converted more than 86% of prospected leads to contracted accounts by creating high-performing solutions for customers to meet sales targets
- Expanded Humble sales territory with expertise in cold calling, canvassing and word of mouth referrals
- Created and maintained comprehensive list of sales leads using Salesforce CRM
- In addition to keeping records of sales Meetings, Closing clients, Next steps in sales and negotiations data for weekly reports
- Managed supply inventory supplies, requisitioning items to maintain availability in addition to documenting daily production data and relevant information, including employee time and wages, daily receipts, or inspection results
- Managed shipment logistics, including negotiating freight prices with vendors and arranging transport of goods
- Tracked incoming and outgoing shipments via various modes of transportation also maintaining meticulous records of prior shipments, including ingoing, outgoing and stored freight while coordinating freight and
- Baggage pickups, confirming details with consignees and passengers.
Cook
Chuck E Cheese
07.2014 - 08.2014
- Enhanced customer satisfaction by consistently delivering high-quality, visually appealing dishes.
- Reduced food waste significantly by implementing proper portion control and storage techniques.
- Streamlined kitchen operations with effective communication and collaboration among team members.
- Improved menu offerings, incorporating seasonal ingredients and innovative cooking methods.
- Supported kitchen staff training and development, leading to increased productivity and efficiency.
- Maintained a clean and sanitary workspace, ensuring compliance with health and safety regulations.
Sales Representative
Abercrombie & Fitch
07.2013 - 01.2014
- Expanded customer base through cold calling, networking, and relationship building.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
Education
Bachelor of Science - Cybersecurity
Full Sail University
11-2026
Skills
- Key account management
- Compliance Knowledge
- Asset Allocation
- Capital Markets
- Client Acquisition
- Alternative Investments
- Wealth Management
- Risk Assessment
- Investment Advisory
- Business Development
- Sales coaching
- Financial forecasting
- Business needs analysis
Accomplishments
- Series 6
- Series 26
- Series 63
- Series 65
- Series SIE
- Notary Public
- Manager on Duty
- CSS and HTML
Languages
Spanish
Professional Working
English
Native or Bilingual
Timeline
Financial Advisor/Director of Business Development
Allied Wealth
01.2024 - 03.2025
Private Client Banker/Manager on Duty
JP Morgan Chase N.A
12.2019 - 09.2022
Barista
Starbucks/ HMS Host
04.2018 - 09.2018
Regional Leader
Primerica Financial Services
06.2016 - 12.2019
Outside Sales Representative
Fastenal
01.2015 - 10.2017
Cook
Chuck E Cheese
07.2014 - 08.2014
Sales Representative
Abercrombie & Fitch
07.2013 - 01.2014
Bachelor of Science - Cybersecurity
Full Sail University
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