Reid D. White
Cheney,Washington
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
01.2018 - Current
- Onboarded over $18.3 million in new assets under management, with $16.5 million secured between 2021 and 2024.
- Built a strong client base of approximately 180 couples and families through organic growth, leveraging personal observations and ward introductions from clients and centers of influence.
- Wrote 562 lives with a career insurance production totaling $1.2 million in premium credit.
- Maintained an insurance lapse ratio at just 34% of my peer average, demonstrating exceptional client retention.
- Continuously invested in professional development, engaging in personal coaching or group coaching programs at my own expense to refine business strategies, language, and client service practices.
- Built strong relationships with clients, fostering trust and loyalty in managing and directing their financial affairs.
- Delivered comprehensive financial planning services, advising clients on risk management, asset management, and tax management strategies through the lens of their personal objectives and holistic plan.
- Collaborated with clients' existing legal and tax professionals to offer comprehensive financial planning services and ensure strategies were cohesive across clients' advising team.
Director of Business Development
Coastal Power, Inc.
03.2016 - 01.2018
- Enabled company to expand into new markets and incorporate additional equipment lines in their business through cultivating strong professional relationships with new buyers and sellers while teaching new business practices to organization.
- Conducted group and one-on-one trainings to ensure staff members maintained up-to-date technical knowledge of equipment, while practicing effective marketing strategies, phone call skills, negotiation tactics and decommissioning practices.
- Led company business development practices, leveraging various marking tactics and personally fostering new relationships through warm introductions and cold calls.
- Established and adjusted offers and selling prices by monitoring costs, competition, supply and demand, as well as the commodities market.
- Directed project managers during the negotiation process, providing genuine devaluing points to enable lower buy prices, interceding during conference calls to negotiate on their behalf when asked to do so.
Project Manager
Envirocom Asset Recovery
11.2014 - 02.2016
- Produced company leads through effective marketing, email blasts, cold calls and unprecedented customer service, leading to additional business referrals.
- Negotiated purchases and sales of used equipment, staying current with customer needs, generating higher profit margins than company averages.
- Contract qualified companies and vendors with appropriate skills for project activities through bid analysis, promoting synergy among each hired group to ensure project deliverables are on time, within budget and at the required level of quality.
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Finished 2015 fiscal year as second-highest producer in company.
Fitness Coach, PE & Health Teacher
Skyview High School
08.2013 - 08.2014
- Enabled athletes to achieve their goals by designing advanced, periodized lifting programs with microcycles and mesocycles specific to individual needs and coaching them through such workouts.
- Helped students develop health practices that led to overall well-being through the construction of practical health curriculum, foreseeing misunderstandings, and effectively communicating essential concepts.
- Educated students on proper exercise technique, reducing the risk of injury while maximizing workout effectiveness.
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
- Taught skills in physical fitness, health education, rhythms, as well as individual, dual, and team sports, utilizing curriculum personally crafted to meet state and national standards.
- Provided individualized and small group instruction in order to adapt the curriculum to the needs of each pupil.
- Maintained professional competence through in-service educational activities provided by the district, as well as self-selected professional growth activities.
- Identified student needs and coordinated with other professional staff members in helping students solve health, attitude and learning problems.
Education
Bachelor of Arts - Kinesiology And Health Education
Northwest Nazarene University
Nampa05-2013
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Insurance planning
- Pipeline management
- Financial planning
- Estate planning
- Business development
- Tax planning strategies
Certification
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Chartered Life Underwriter (CLU) - The American College of Financial Services.
- Series 6 License - Financial Industry Regulatory Authority (FINRA).
- Series 63 License - North American Securities Administrators Association through FINRA.
- Insurance Licenses, Life, Health, Long-term Care and Annuities – Washington State Department of Insurance (plus 18 non-resident licenses).
Awards & Recognition
- 2019 Rookie of the Year: Top producing financial representative within first 2 years in business within Inland Northwest territory.
- Silver Category Leader at Pacific Northwest Leaders Summit: Top producing financial representative in second year of business in WA, OR, ID, and MT.
- Gold Category Top 50 Nationally: Top 50 financial representative in third year of business in United States in total production.
Timeline
Financial Advisor
Northwestern Mutual
01.2018 - Current
Director of Business Development
Coastal Power, Inc.
03.2016 - 01.2018
Project Manager
Envirocom Asset Recovery
11.2014 - 02.2016
Fitness Coach, PE & Health Teacher
Skyview High School
08.2013 - 08.2014
Bachelor of Arts - Kinesiology And Health Education
Northwest Nazarene University
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