Zackery Romer
Hamilton,OH
Summary
Dynamic Financial Advisor with deep expertise in risk management, investment strategies, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving clients financial goals. Providing comprehensive financial advice to clients. Utilizes deep knowledge of financial products and services to guide clients toward their financial goals. Track record of building strong client relationships.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
01.2020 - Current
- Built strong relationships with clients, fostering trust in managing their comprehensive financial plan.
- Educated clients on various financial matters and provided professional recommendations on risk management and investment opportunities to achieve their goals.
- Developed personal relationship with each client to maintain customer loyalty and establish long-term accounts.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated client onboarding process of new accounts or insurances.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed comprehensive financial plans for clients to achieve their long-term financial goals.
Pharmacist
Kroger
06.2013 - 12.2019
- Managed high volume of prescriptions daily while maintaining excellent customer service and attention to detail.
- Developed strong relationships with patients and healthcare providers to optimize care and medication adherence.
- Educated patients about possible drug interactions, correct medication usage, and adherence.
- Collaborated with pharmacy team members to develop and implement strategies to provide better patient outcomes and service.
- Mentored and trained new pharmacists and pharmacy technicians, fostering a supportive work environment focused on professional growth.
- Educated and vaccinated patients to provide immunity against influenza, pneumonia, and other diseases.
Pharmacy Intern and Technician
Kroger
10.2006 - 06.2013
- Provided friendly customer service at drop-off and pick-up counters.
- Contributed to pharmacy team cohesiveness by offering support and guidance to fellow interns and technicians, creating a positive work environment for all staff members.
- Followed department policies, procedures and best practices for pharmacy operations.
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
Education
Doctor of Pharmacy - Pharmacy
Cincinnati, OH05-2013
Skills
- Relationship building and management
- Analytical thinking
- Client education
- Financial planning
- Sales expertise
Certification
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Series 63 License - North American Securities Administrators Association through FINRA.
Timeline
Financial Advisor
Northwestern Mutual
01.2020 - Current
Pharmacist
Kroger
06.2013 - 12.2019
Pharmacy Intern and Technician
Kroger
10.2006 - 06.2013
Doctor of Pharmacy - Pharmacy
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