Steven Feyen
East Dubuque,IL
Summary
Accomplished Financial Advisor and Mathematics Teacher with a proven track record at JnM Financial Services and East Dubuque High School. Expert in investment advice and fostering strong client relationships. Achieved significant client loyalty through personalized financial strategies and innovative teaching methods, enhancing both financial understanding and math skills. Skilled in retirement planning and classroom management.
Overview
31
31
years of professional experience
Work History
Financial Advisor
JnM Financial Services
08.2020 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked with clients to support understanding of rationale and details of financial strategies.
Mathematics Teacher
East Dubuque High School
08.1993 - Current
- Collaborated with fellow math teachers on curriculum development, resulting in a more cohesive and comprehensive program.
- Prepared and implemented lesson plans covering required course topics.
- Provided meaningful math instruction to improve math skills of children.
- Established a positive learning environment by enforcing consistent discipline and using effective classroom management techniques.
- Diversified teaching techniques and learning tools help students with differing ability levels and varied learning modalities.
Education
Master of Science - Education
Saint Mary's University
Leavenworth, KS08-2005
Bachelor of Science - Mathematics Education
University of Wisconsin, Madison
Madison, WI05-1993
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
Timeline
Financial Advisor
JnM Financial Services
08.2020 - Current
Mathematics Teacher
East Dubuque High School
08.1993 - Current
Master of Science - Education
Saint Mary's University
Bachelor of Science - Mathematics Education
University of Wisconsin, Madison
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