Richard Keller
Smithsburg,MD
Summary
I retired 4 years ago, and now I find that I would like to work part-time in a job that would keep me active, especially in an outdoor setting.
I am dependable, punctual, and rarely missed work in my entire career.
My career was involved in meeting and understanding the needs of clients and customers.
I have known your employee, Bob Kranzler, for over 40 years and understand some of his work duties.
Overview
42
42
years of professional experience
Work History
Financial Advisor
CUSO Financial
San Diego, CA
01.2011 - 05.2020
- Developed financial plans and strategies tailored to clients' individual needs.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
Financial Advisor
Edward Jones
St Louis, MO
06.2007 - 12.2010
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
Sales Manager
Sharrett Inc. (Now Sheehy)
Hagerstown, MD
10.1978 - 10.2003
- Developed strategies to increase sales and profitability.
- Managed staffing schedules, interviewed potential employees, and provided training for new hires.
- Conducted regular inventory checks to ensure accuracy of product counts.
- Ensured customer satisfaction by handling inquiries, complaints, and returns professionally.
- Monitored employee performance and provided feedback to improve productivity.
- Reviewed financial statements regularly to track store performance.
- Developed plans for increasing customer loyalty programs.
- Built talented and successful team that increased department sales.
- Motivated higher sales through incentives, reward-based programs and positive reinforcement of good sales practices.
Education
Bachelor of Science - Biology
University of Maryland - College Park
College Park, MD08-1973
Associate of Science - Biology
Hagerstown Community College
Hagerstown, MD05-1971
Skills
- Managing wealth
- Mutual funds understanding
- Client Relations
- Making insurance decisions
- Increasing savings
- Sales follow-up
Timeline
Financial Advisor
CUSO Financial
01.2011 - 05.2020
Financial Advisor
Edward Jones
06.2007 - 12.2010
Sales Manager
Sharrett Inc. (Now Sheehy)
10.1978 - 10.2003
Bachelor of Science - Biology
University of Maryland - College Park
Associate of Science - Biology
Hagerstown Community College
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