Thomas Criswell
Fort Myers,FL
Overview
17
17
years of professional experience
Work History
Owners and Director
Small World Of Learning
08.2010 - 03.2021
Registered Representative
Generational Wealth
02.2008 - 02.2011
- Identified new business opportunities by networking within the local community and attending industry events, leading to an expanded client base.
- Streamlined internal processes by implementing more efficient systems for managing client information and tracking ongoing transactions.
- Enhanced client understanding of complex financial concepts by delivering clear and concise explanations tailored to their unique circumstances.
- Provided timely updates on clients'' account performance by generating and distributing comprehensive quarterly reports.
- Educated prospective clients about the benefits of working with a Registered Representative, converting leads into loyal customers over time.
- Assessed the suitability of potential investments by analyzing clients'' financial circumstances and risk tolerance, ensuring appropriate recommendations were made.
Registered Representative
New York Life Insurance Co
02.2004 - 02.2008
Education
Flobal Business - Financial Management
Arizona State University
Tempe, AZ05.2004
Skills
- Strategic planning
- Team leadership
- Budget management
- Project oversight
- Conflict resolution
- Innovation leadership
- Business development
- Talent acquisition
- Cultural transformation
- Revenue growth
- Coaching skills
- Client relationship management
- Diversity and inclusion
- Industry knowledge
- Customer engagement
- Time management
- Vendor management
- Resource management
- Team building
- Relationship building
- People management
- Decision-making
- Operations management
Additional Information
- Https://www.justanswer.com/sip/corvette/chevy?r=ppc|ga|2|Cars%20-%20Classic|Corvettes%20-%201&JPKW=%2Bcorvette%20%2Btroubleshooting&JPDC=S&JPST=&JPAD=83365544338&JPMT=b&JPNW=s&JPAF=txt&JPCD=20120920&JPRC=1&JPOP=Janine_GimmeAMinute_trans&r=ppc|ga|2|||&JPKW=%2Bcorvette%20%2Btroubleshooting&JPDC=S&JPST=&JPAD=83365544338&JPMT=b&JPNW=s&JPAF=txt&JPRC=1&JPCD=&JPOP=&cmpid=12991042&agid=324744262&fiid=&tgtid=kwd-32201547865&ntw=s&dvc=m&gad_source=2&gclid=EAIaIQobChMIyZyY_eqwigMVTUL_AR0xKycwEAAYASAAEgLfsPD_BwE
Timeline
Owners and Director
Small World Of Learning
08.2010 - 03.2021
Registered Representative
Generational Wealth
02.2008 - 02.2011
Registered Representative
New York Life Insurance Co
02.2004 - 02.2008
Flobal Business - Financial Management
Arizona State University
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