Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shawn Cheney

Magna,Utah

Summary

Experienced Financial Representative, with over 30 years of experience in the Brokerage Industry. Excellent reputation for resolving problems and improving customer satisfaction. Reliable employee seeking a new position. Offering excellent communication and good judgment. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

33
33
years of professional experience

Work History

Financial Services Representative

Morgan Stanley
South Jordan, UT
07.2014 - Current
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Offered competitive commercial banking solutions and retail financing options.
  • Educated and worked with clients on ROI terms to find accurate solutions.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Financial Services Representative

Fidelity Investments
Salt Lake City, UT
01.1986 - 07.2011
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Discussed financial options with clients and provided informed suggestions.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Education

MBA - Business

University of Phoenix
Murray, UT
07.1993

Bachelor of Science - Communications Management

University of Utah
Salt Lake City, UT
07.1981

Skills

  • Market Trend Analysis
  • Information Gathering
  • Price Analysis
  • Managing Wealth
  • Cost Evaluation
  • Cost Calculation
  • Customer Service Process
  • Market Conditions
  • Federal Statutes
  • Financial markets
  • Service delivery
  • Financial services

Timeline

Financial Services Representative

Morgan Stanley
07.2014 - Current

Financial Services Representative

Fidelity Investments
01.1986 - 07.2011

MBA - Business

University of Phoenix

Bachelor of Science - Communications Management

University of Utah
Shawn Cheney