Jeffery L. Si mmons

**** ****** ** *****: 812-***-****

New Albany, IN Email: acdyv7@r.postjobfree.com

SALES & ACCOUNT EXECUTIVE

A top-performing Financial Advisor credited with combining market trend analysis, comprehensive investment knowledge, and

portfolio management to deliver substantial growth through the design and implementation of strategic investment portfolios for

a wide range of clients. Strong expertise in customer service role as well as in multitasking capacity as Financial Advisor,

Consultant, and in problem solving leadership roles with clients and within offices. Highly accomplished in operations

management and ability to build and maintain relationships.

AREAS OF EXPERTISE

Customer-Driven Service Investment Portfolio Maintenance Teambuilding & Leadership

Financial Advising Operational Management Vendor & Client Relations

Investment Strategy Development Market Trend Analysis Office Coordination

Effective Communication Employee Training & Supervision Problem Solving Proficiency

PROFESSIONAL EXPERIENCE

CUNA BROKERAGE/INVEST FINANCIAL, Louisville, KY 2007 – Present

Financial Advisor

Organize all client investment and spearhead their overall financial plans.

Responsible for client investment needs in a district consisting of nine locations.

Create and maintain investment portfolios to ensure client returns.

Effectively communicate to clients about distinctive trends that may have bearing on investment strategy.

Routinely win Sales Awards trips for selling between $1.5 and $2 million of company product.

WACHOVIA SECURITIES, Clarksville, IN 2006 – 2007

Financial Advisor/ Operations

Create investment portfolios to maximize client returns while reducing overall market risk.

Solve client and office operational problems, overseeing that execution matches overall recommended strategy.

A.G. EDWARDS, NEW ALBANY, IN 2003 – 2006

Financial Consultant

Develop investment plans and identify insurance needs for clients.

Give timely advice to clients and develop investment strategies based on current market trends.

Conduct periodic face-to-face reviews with clients in order to ensure goals are being met.

PRO-MARKETING, Louisville, KY 2002 – 2003

Merchandiser/ New Store Set Manager/ Trainer

Facilitated training with all new associates.

Coordinated orders and displays with Home Depot management and suppliers.

Managed and supervised associates on-job duties and responsibilities.

SERVICETEAM.COM, ST. LOUIS, MO 2001 – 2002

District Manager/ Merchandiser

Worked with management to ensure optimal product placement in home improvement stores.

Responsible for working with employees to implement store resets and POP.

E DUCATION & TRAINING

Master of Business Administration, (Honors), Webster University

Client Name Resume, Page 2

Bachelor of Arts, Psychology, Indiana University Southeast, New Albany, IN

Associate of Science, Business, Indiana University Southeast

Accredited Asset Management Specialist, College for Financial Planning

Chartered Retirement Planning Counselor, College for Financial Planning

Real Estate Sales License

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