THOMAS KHOUNPHANNAVONG
Elgin,IL
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Advisor
JPMorgan Chase
01.2026 - Current
- Provided personalized financial guidance to clients, enhancing their investment strategies.
- Developed tailored financial plans based on client needs and market conditions.
- Collaborated with cross-functional teams to deliver comprehensive wealth management solutions.
Financial Advisor
Merrill Lynch
02.2024 - 01.2026
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Brokerage Investment Professional
JP Morgan Securities LLC
01.2023 - 02.2024
- Educated clients on financial topics and processes
- Executing trades for clients as well as looking at statuses for active transfers and pending trades
- Learned all required tasks quickly to maximize performance
- Sought out ways to go above and beyond job requirements
- Worked as a group to increase productivity and maximize output
- Worked effectively in fast-paced environments
Financial Analyst
Holman
10.2022 - 01.2023
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts
- Reviewed financial reports and streamlined operations to increase productivity and company profits
- Collaborated to develop and maintain targeted profit plans to sustain growth
Financial Intern
Northwestern Mutual Life Insurance Company
12.2020 - 05.2021
- Achieved my insurance licenses within a few weeks period
- Learned about financial planning over zoom as it was a remote workspace
- Was a build your own schedule type of work so excellent time management to keep up with the activity
Car Salesman
Muller Woodfield Acura
06.2016 - 12.2019
- Receiving perfect ratings on secret shoppers
- Receiving more sales over quota than more tenured salespeople
- Establishing very good rating from clients with excellent customer service
Education
Bachelor of Science - Finance
DePaul University
Chicago, IL08-2022
Skills
- Time management
- MS Excel
- MS Word
- Professional speaking
- Presentation
- Appointment Setting
- Client needs analysis
- Attention to Detail
Accomplishments
- Series 7 Licensed
- Series 66 Licensed
Certification
CRPC- Chartered Retirement Planning Counselor
Timeline
Personal Advisor
JPMorgan Chase
01.2026 - Current
Financial Advisor
Merrill Lynch
02.2024 - 01.2026
Brokerage Investment Professional
JP Morgan Securities LLC
01.2023 - 02.2024
Financial Analyst
Holman
10.2022 - 01.2023
Financial Intern
Northwestern Mutual Life Insurance Company
12.2020 - 05.2021
Car Salesman
Muller Woodfield Acura
06.2016 - 12.2019
Bachelor of Science - Finance
DePaul University