Sales Financial

Jeffrey Lohaus

**** **** ****** #**

Denver, Colorado 80204

720-***-**** *******.******@*****.***

EDUCATION

University of Colorado Law School Boulder, Colorado

Juris Doctorate Graduated 2007

• Relevant Coursework: Business Planning; Securities

Regulation; Income Taxation; Survey of Business Enterprise Taxation; Wills, Trusts, and Estates;

and Venture Capital and Private Equity.

University of Colorado Leeds School of Business Boulder, Colorado

Bachelor of Arts in Business with an Emphasis in Finance; Minor: Economics Graduated 2004

• GPA: 3.69

• Honors: Member of Beta Gamma Sigma; Dean’s List

for 7 semesters

WORK & LEADERSHIP EXPERIENCE

Wealth Concepts, LLC Denver, Colorado

Financial Advisor June 2011 – Present

• Conducted client meetings designed to understand a client’s future financial goals, their current

financial position, and any roadblocks they may have faced. Presented potential solutions to the

needs identified.

B.C. Ziegler & CO Greenwood Village, Colorado

Financial Advisor, Ziegler Wealth Management May 2010 – April 2011

• Developed and performed marketing activities in order

to generate prospective clients. Designed and created a presentation about investing basics.

Researched and analyzed investment solutions and products.

Jackson National Life Denver, Colorado

Internal Wholesaler, Jackson National Life Distributors August 2008 – May 2010

• Worked with financial advisors in Northern New Jersey

to help them grow their practice by utilizing variable annuities. Learned, developed, and applied

knowledge of the sales process. Made up to 50 proactive prospective calls a day. Worked in a team

environment to develop our territory as evidenced by our market share increasing from 8% in the 1st

quarter of 09 to 27% in the 4th quarter of 09.

Jackson National Life Denver, Colorado

Intern, Retirement and Wealth Strategies Group March 2008 – July 2008

• Researched, analyzed, and interpreted laws pertaining to

estate planning and tax planning. Worked to create a 60 minute presentation used to help financial

advisor’s capture IRA rollovers. Aided in the development of an Assets in Motion project used to

provide advisors with IRA rollover leads.

SKILLS, ACTIVITIES & INTERESTS

Certifications & Training:

• Series 7, 63, 65, Colorado Life and Health licensed

• Member of the Colorado Bar

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