Trey Book
Baltimore,MD
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Developed a niche market with attorneys at Big Law firms. Aspiring CFP in 2025.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
Columbia, MD
09.2022 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Provided advice on tax-advantaged investment opportunities.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Continuously met sales goals via strategic prospecting.
Education
Bachelor of Science - Marketing & Sales
Salisbury University
Salisbury, MD05-2022
Skills
- Prospecting and Cold Calling
- Investment Advisory
- Retirement Strategy Development
- Cash Flow Management
Accomplishments
- Equitable Fast Start Award - Received for generating above and beyond commissions for advisors within their first 3 months
- Selected for Vice President/District Manager program to recruit and train new advisors
- Qualified for incentive trips for being a top developing advisor with the Mid Atlantic Region
Certification
- Life, Health, & Long Term Care Insurance Licenses
- SIE
- Series 7
- Series 66
- Series 24
Timeline
Financial Advisor
Equitable Advisors
09.2022 - Current
Bachelor of Science - Marketing & Sales
Salisbury University
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