Trey Suggs
American Century Investments
Kansas City,KS
1
Certification
7
years of professional experience
Fully licensed financial professional with solid experience and readiness for this industry. Strong in financial services, risk management, and client relationships. Focused on team collaboration and delivering impactful results. Known for adaptability, reliability, excellent communication and sales skills.
Work History
Investment Representative
1 Month- Executed trades efficiently using advanced trading platforms and tools
- Collaborated with teams to enhance client communication and service delivery
- Educated clients on investment products, fostering informed decision-making
Licensed Representative
7 Months- Achieved Honor Club status for year 2025
- Assisted clients with product inquiries and account management to enhance customer satisfaction.
- Lead sales by implementing a system to achieving goals
- Processed applications and transactions efficiently, ensuring compliance with regulatory standards.
- Led sales team to exceed quarterly targets through strategic planning and execution.
- Developed and implemented training programs for new sales representatives, enhancing onboarding efficiency.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
Financial Advisor
7 Months- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Led workshops on financial literacy, increasing client engagement and knowledge base.
Investment Specialist Trainee
4 Months- Enrolled in licensing track
- Obtained Series 7 General Securities license
- Collaborated with team to solve problems and create solutions
Life/Health Insurance Account Manager
4 Months- Developed and maintained relationships with existing clients to ensure customer satisfaction.
- Generated new sales leads through cold calling and networking activities.
- Conducted market research to identify potential customers and their needs.
Lifeguard
3 Months- Monitored safety of guests in and around the swimming pool.
- Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.
- Maximized customer satisfaction by greeting pool patrons with courtesy and resolving issues promptly.
- Attentively monitored swimmers to identify distress.
- Checked pool and surrounding areas for hazardous conditions.
- Prevents falls near and into the pool by calmly reminding patrons to exercise caution around edges.
- Checked water readings regularly to keep chemicals at safe levels and avoid potential illnesses among patrons.
Education
- Finance
Skills
Teamwork and Collaboration
Customer and Service-Oriented
Program Activities
Computer Proficiency
Friendly
Positive Attitude
Sales Proficiency
Strategic Account Development and Management
Sales Expertise
Time management
Goal oriented
Relationship building
Certification
- Life and Health Insurance Producer
- Property and Casualty Insurance Producer
- SIE (Securities Industry essentials)
- Series 7
- Series 66
Timeline
Investment Representative
American Century Investments
07.2026 - CurrentRead More
Licensed Representative
State Farm
08.2025 - 03.2026Read More
Financial Advisor
Equitable Advisors
01.2025 - 08.2025Read More
Investment Specialist Trainee
Merrill Lynch
08.2024 - 12.2024Read More
Life/Health Insurance Account Manager
State Farm
08.2023 - 12.2023Read More
Lifeguard
Swim Chicago Southland
05.2019 - 08.2019Read More
University of Arkansas At Pine Bluff
from Finance
Read More