Rourke Russell
Charleston
Summary
Dynamic Financial Representative drawing on a competitive sports background to drive financial success. Expertise in collaborating with teams to improve service delivery, conducting risk assessments, and building lasting client relationships through personalized financial planning strategies.
Overview
9
9
years of professional experience
Work History
Financial Representative
Fortress Wealth Management
Charleston
07.2025 - Current
- Performed risk assessments for customers, tailoring advice to individual circumstances.
- Conducted market research to pinpoint financial opportunities for clients.
- Collaborated with teams to improve service delivery and elevate client satisfaction.
Financial Representative
Northwestern Mutual
Charleston
05.2024 - 07.2025
- Developed personalized financial planning strategies aligned with Northwestern Mutual's holistic approach, enhancing clients' long-term financial security.
- Collaborated with clients to review and adjust financial strategies regularly, building trust and ensuring alignment with evolving goals.
- Analyzed client financial data to identify investment opportunities.
- Developed comprehensive financial plans tailored to individual client needs.
- Educated clients on investment strategies and market trends.
Professional Ice Hockey Player
Corsaires De Nantes
Nantes
08.2023 - 05.2024
- Assessed strengths and weaknesses after each competition, adjusted strategies to enhance performance.
- Maintained equipment and trained daily to ensure readiness for 100+ competitive practices and events.
Team Member & Leader
Miami University NCAA, Varsity Hockey
Oxford
06.2017 - 05.2021
- Collaborated with team members to highlight achievements in NCHC.
- Conducted community outreach to foster relationships and promote the sport, increasing local visibility for the team.
- Assisted teammates during practices and games to enhance performance and teamwork.
- Managed equipment setup and breakdown for home games and events.
- Collaborated with coaching staff to implement game strategies and tactics.
Education
Masters - HR Management
Sacred Heart University
Fairfield, CT05-2022
Bachelor of Business Management - Supply Chain Management, Business Management
Miami University Farmer School of Business
Oxford, OH05-2021
Skills
- Financial analysis
- Critical Thinking
- Teamwork and Collaboration
- Supervision and Leadership
- Conflict Resolution
- Team Coaching
- Communication
Awards
- Miami Dean's List
- NCHC Academic All-Conference Team
Key Highlights
- Full Athletic Scholarship to Miami University and Sacred Heart University (Division I NCAA Men's Ice Hockey)
- Competed Professionally In the U.S. and France; Team Leadership and International Experience.
- Built client base from Scratch at Northwestern Mutual under a commission-only structure.
Timeline
Financial Representative
Fortress Wealth Management
07.2025 - Current
Financial Representative
Northwestern Mutual
05.2024 - 07.2025
Professional Ice Hockey Player
Corsaires De Nantes
08.2023 - 05.2024
Team Member & Leader
Miami University NCAA, Varsity Hockey
06.2017 - 05.2021
Masters - HR Management
Sacred Heart University
Bachelor of Business Management - Supply Chain Management, Business Management
Miami University Farmer School of Business