Financial Representative
Resume:
Kirby Kleinsmith, CFP
Bend, OR 97702
***********@*************.***
Summary of Qualifications:
Certified Financial Planner (#141261) with 10+ years experience in
financial services
Series 65
Member of Financial Planning Association
Work Experience:
Present
Financial Planner, Self Employed
Advise and develop comprehensive Financial Plans for clients of other
Investment/Financial Advisor(s).
2006-2009
Financial Planner/Head of Client Services, Valentine Ventures, LLC.
Bend, OR
Developed and presented Financial Plans for high net-worth clients of
Valentine Ventures, LLC. A SEC Registered Investment Advisor(y) firm.
Supervised one Para-Planner. Analyzed and provided advice to clients
regarding cash flow, asset allocation, insurance needs, taxes, and their
estates. Used Monte Carlo, Stress Tests, and Efficient Frontier
analysis for success probabilities and asset allocation recommendations.
Wrote client Investment Policy Statements. Delivered an average of 7.5
Financial Plans per month.
2002-2006
Independent Investment Advisor Representative (IAR), Registered
Representative (RR),
Self Employed Bend, OR
Provided insurance, investment products and advice to individuals and
small businesses. Conducted investment research and provided Financial
Plans to individual clients and other Advisors.
Obtained Series 65 and Series 24 (expired).
2000-2001
Investment Representative/Registered Representative, Edward Jones
Investments Bend, OR
Acquired and managed over 700 accounts. Responsible for the office
operations and supervised one assistant. Conducted seminars and
investment education classes in addition to one-on-one informational
meetings.
2001-2010
Part-Time Ski Instructor, Mt. Bachelor, Inc. Bend, OR
Taught Alpine Skiing to children and adults in private and group
settings. Helped assure great guest experience.
1991-2000
Supervisor, Lamb-Weston, Inc.
Held numerous management positions for Lamb-Weston, Inc. at facilities
in Oregon, Washington, and Idaho. Responsible for over 120 union
employees and 5 departmental supervisors in addition to facility
operations. Conducted numerous training meetings, was the facility
"instructor" for one segment of corporate sponsored training programs
(Process Quality). Set production records in each plant.
Education:
Currently enrolled in Chartered Financial Consultant program (ChFC ).
BS Economics, Oregon State University 1990.
BS Agricultural Resource Economics, Oregon State University 1990.
Minor Business Administration.
Interests, activities, honors, and membership:
Alpine skiing, biking, and hiking.
Parish finance committee member
Pack Committee Member (Treasurer), Boy Scouts of America, Bend, OR.
Grant Recipient to promote Agriculture in Germany.
Contact this candidate