Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Ronald Botello

San Antonio

Summary

Dynamic Investment Advisor Representative with a proven track record at Platinum Wealth Solutions of Texas, enhancing client portfolios and revenue through strategic adjustments and robust client relationships. Expert in life insurance planning and customer service, demonstrating exceptional problem-solving and communication skills. Achieved significant client satisfaction and financial goal attainment without relying on numerical specifics.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Investment Advisor Representative

Platinum Wealth Solutions of Texas
12.2010 - Current
  • Pursued leads, set appointments, and brought in new customers to increase revenue.
  • Optimized portfolio performance by conducting regular reviews and making strategic adjustments based on changing client goals or market conditions.
  • Established key procedures for teams preparing documentation, models, and presentations.
  • Managed complex account issues efficiently, working closely with other departments as necessary to resolve any problems quickly and professionally.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Self-motivated, with a strong sense of personal responsibility.
  • Have extensive knowledge of Life Insurance, UL, IUL, AIUL, Term and their benefits in a financial plan.

Investment Advisor Representative

Planto Roe Financial Services
06.2004 - 12.2010
  • Pursued leads, set appointments, and brought in new customers to increase revenue.
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
  • Educated clients on benefits of life insurance and how it fit in their financial plan

Education

BBA - Business

Texas State University
San Marcos, TX
12-1974

Skills

  • Problem-solving skills
  • Creative thinking
  • Verbal and written communication
  • Customer Service-oriented
  • Well versed on all types of Life Insurance
  • Insurance planning

Certification

Posses series 6, 63 and 65 licenses

Licensed Life Insurance agent

Have CLTC designation

Have FSS designation (Financial Services Certified Professional)

Knowledgeable of all types of annuities


Interests

  • Fundraising Events
  • Golf - Member of The Club @ Sonterra for the past 30 years

Timeline

Investment Advisor Representative

Platinum Wealth Solutions of Texas
12.2010 - Current

Investment Advisor Representative

Planto Roe Financial Services
06.2004 - 12.2010

BBA - Business

Texas State University

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Ronald Botello