Ward chann
Mountain House
Summary
As a seasoned Financial Advisor, previously self-employed, I excel in building and managing client relationships, underpinned by robust analytical thinking. My expertise in investment advice and retirement planning has consistently fostered trust, securing long-term client loyalty and achieving their financial aspirations through tailored strategies.
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Self-employed
05.2012 - 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.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Education
Bachelor of Science - Finance
University of Southern California
Los Angeles, CA05-1986
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Retirement planning
- Client relations
Timeline
Financial Advisor
Self-employed
05.2012 - Current
Bachelor of Science - Finance
University of Southern California
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