Financial Sales

Location:

Posted:

May 30, 2013

IMRAN MARRI

702-***-**** ~ ******@****.******.***

Education

University of Nevada, Las Vegas

Master of Science in Accounting December 2012

GPA: 3.50

University of Nevada, Las Vegas

Bachelor of Science in Business Administration, Finance

May 2005

Finance GPA: 3.80

Work Experience

Independent Financial Adviser Jan 2008 to

Present

Multiple Firms

• Implement financial plan to assist clients in achieving goals for retirement, college education and

estate planning.

• Determine financial needs and goals through a one on one interview.

• Utilize various investment and risk management tools to fill those needs.

• Licensed to represent eight of the highest rated financial firms in the country.

Director of Sales Jan 2008 to December 2011

CPS Las Vegas

• Established and maintained relationships with financial advisers and CPAs.

• Provided ongoing training and strategic case consultation.

• Performed research on financial products and stayed abreast of market changes.

• Designed premium financing case presentations. Premium financing is an estate planning strategy

that utilizes leverage to plan for estate taxes.

Financial Representative March 2005 to December 2007

Northwestern Mutual Financial Network

• Managed financial services practice.

• Initiated client consultations through phone and conducting one on one interviews to discuss

financial position and goals

• Designed tailored financial plans for each client and utilized referral based marketing.

Organizations and Volunteer Work

Beta Alpha Psi 2012

Best Buddies 2009

Opportunity Village 2005

Golden Key Honor Society 2003 to 2007