Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Reed Mells

Des Moines,IA

Summary

Conscientious investment 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

8
8
years of professional experience

Work History

Sales Representative

Heartland Retirement Group
  • Maintained current knowledge of evolving changes in marketplace.
  • Developed and delivered engaging sales presentations to convey product benefits.

Sales Representative

Modern Woodmen Fraternal Financial
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

Sales Representative

Financial Architects
  • Collaborated with cross-functional teams to identify and address customer needs.
  • Attended monthly sales meetings and quarterly sales trainings.

Registered Investment Advisor

PFS Investments
  • Advised clients on investments, retirement and estate planning.
  • Presented financial plans and investment recommendations to clients.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
  • Collaborated with clients to develop customized investment portfolios.
  • Helped clients make informed decisions about financial future.

Basketball Player

FIBA Basketball
08.2015 - Current
  • Developed and maintained key relationships fellow athletes, coaching staff, and school administrators and professors.
  • Monitored competitor activities to assess strategies and gain advantages in future matches.
  • Assisted with public relations by meeting and greeting fans.
  • Optimized nutrition, training regimens and lifestyle choices to keep fitness at optimal levels.
  • Promoted positive attitude and competitive spirit during training and gameplay.

Education

Bachelor of Science - Liberal Arts And General Studies

Truman State University
Kirksville, MO
05.2023

Skills

  • Business Development
  • Account Management
  • Retirement Planning
  • Economic Forecasting
  • Investment Allocations
  • High Net Worth Individuals Marketing
  • Staff Training
  • Market Research
  • Customer Retention Abilities
  • Product and Service Knowledge
  • Outreach Initiatives

Languages

Spanish
Limited Working

Timeline

Basketball Player

FIBA Basketball
08.2015 - Current

Sales Representative

Heartland Retirement Group

Sales Representative

Modern Woodmen Fraternal Financial

Sales Representative

Financial Architects

Registered Investment Advisor

PFS Investments

Bachelor of Science - Liberal Arts And General Studies

Truman State University

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Reed Mells