ROSS PRICE
Ft. Pierce,FL
Summary
Performance-oriented and dedicated to maximizing returns for investors. Accomplished investment advisor with proven record of making sound investment choices. Oversees fully compliant and highly successful investment operations by leveraging regulatory, market, and business knowledge. Skilled in conducting internal reviews to verify controls, reporting, and team performance.
Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs, and transforming customer service standards. Experienced in leading and supervising operational and sales teams.
Overview
29
29
years of professional experience
Work History
Financial Advisor
Corebridge Financial
06.2025 - Current
- Developed comprehensive financial plans tailored to individual client needs.
- Analyzed market trends to identify investment opportunities and mitigate risks.
- Provided ongoing support and education on financial products to enhance client understanding.
- Established long-term relationships with clients through regular communication and personalized service.
Owner
Price Renovations LLC
07.2024 - 04.2025
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
Investment Executive
Fifth Third Securities
01.2004 - 07.2024
- Managed more than $100,000,00 in client assets by choosing strategic mixes of investments to maximize the results from managed funds
- Consistently among the top performers at this firm and qualified annually for top producers award trip
- Lead a team that has produced over $800,000 in revenue he past 6 years
VP of Investment Sales
Macatawa Bank
04.2002 - 04.2004
- Improved the performance and long-term success of employees with well-planned and executed training programs
- Monitored processes and recommended methods for improvement
Investment Specialist
Mass Mutual Life Insurance
08.1997 - 10.2001
- Profiled and analyzed investment products to create and develop customized financial strategies for clients' financial needs, including mutual funds, annuities and life insurance products
- Assisted team members and managers with tasks to maintain productivity and meet project milestones
Education
Bachelor of Science - Finance and Marketing
Western Michigan University
Kalamazoo, MI06.1992
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Timeline
Financial Advisor
Corebridge Financial
06.2025 - Current
Owner
Price Renovations LLC
07.2024 - 04.2025
Investment Executive
Fifth Third Securities
01.2004 - 07.2024
VP of Investment Sales
Macatawa Bank
04.2002 - 04.2004
Investment Specialist
Mass Mutual Life Insurance
08.1997 - 10.2001
Bachelor of Science - Finance and Marketing
Western Michigan University