Samuel Hawn
Dallas,TX
Summary
Highly motivated individual experienced in several different industries looking for a role that will help me grow both professionally and personally. I am hardworking and passionate with a proven track record of success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable
07.2021 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Managed and motivated employees to be productive and engaged in work.
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
Market Intelligence Analyst Intern
Sharecare
05.2020 - 08.2020
- Assisted in creating high-level intelligence briefs for senior-level personnel.
- Produced multi-source intelligence reports for internal sales team.
- Analyzed open-source intelligence data to identify potential threats and vulnerabilities.
- Conducted detailed data analysis to identify patterns and trends in complex datasets.
Marketing Intern
Sharecare
05.2019 - 08.2019
- Helped with planning and hosting of marketing events.
- Assisted in creating written, video and image content for marketing channels.
- Sat with marketing team members to learn new tasks and determine best tactics for solving challenges.
- Scheduled social media postings to advertise products and generate site traffic.
Consulting Intern
Midtown Consulting Group
05.2018 - 08.2018
- Scheduled and coordinated client meetings to discuss project updates and issues.
- Developed customized presentation materials and managed performance measurements for existing accounts to attract new clients.
- Supported client projects and internal initiatives by producing quality deliverables and participating in meetings and brainstorming sessions.
- Measured project progress and budget expectations using proprietary tracking tools.
Education
BBA - Marketing
The University of Alabama
Tuscaloosa, AL05.2021
Skills
- Financial Knowledge
- Sales Expertise
- Investment Analysis
- Investment Advising
- Team Leadership
- Client Rapport-Building
- Verbal and Written Communication
- Customer Relationship Management
- Sales and Marketing
- Social Media Digital Marketing
- Trend Analysis
Accomplishments
2021 Texas Branch Rookie of the Year
Certification
Life, Accident, and Health Insurance Certified
SIE
Series 7
Series 63
Series 65
Timeline
Financial Advisor
Equitable
07.2021 - Current
Market Intelligence Analyst Intern
Sharecare
05.2020 - 08.2020
Marketing Intern
Sharecare
05.2019 - 08.2019
Consulting Intern
Midtown Consulting Group
05.2018 - 08.2018
BBA - Marketing
The University of Alabama
Life, Accident, and Health Insurance Certified
SIE
Series 7
Series 63
Series 65