Customer Service Financial

T. Scott Sheraden

contact Info

**** **** ****** **** ****** IL 61201 309-***-**** (H)

309-***-**** (C) *****.********@***.***

Summary

Strong mathematical background, analytical ability, and effective

interpersonal skills. Proven hard-worker with exceptional work ethic.

Adept at learning new concepts quickly and working under time constraints.

Positive thinking, self-starter with a proven track record of high

achievement.

Employment

VALIC Davenport, Iowa Financial Advisor

JUne 2009 - PRESENT

? Administer 457 and 401(a) plans for State of Iowa Employees

? Administer 403b for Iowa schools and Univ. of Iowa Hospital

? Comprehensive financial planning

UBS Financial Davenport, Iowa Financial Advisor

October 2007 - MARCH 2009

? Financial planning specialist

? Administered 401k, SEP IRA, and Simple IRA plans for businesses

Smith Barney Davenport, Iowa Financial Advisor

September 2005 - October 2007

? Developed and implemented customized financial plans for individuals

and businesses

? Wealth Advisory specialist with experience in retirement, education

and estate planning

? Insurance coordinator specializing in long term care, universal

life, variable universal

life term, second-to-die policies, disability and annuities

? Blue Chip council member

American Express Financial Advisors Davenport, Iowa Financial Advisor

March 2004 - September 2005

? Marketed AEFA in pursuit of attracting and retaining clients

? Earned the Mercury Award for being a top producer within first four

months of employment

? Assigned to the Coach Team within six months of employment

? Top year achiever

United Parcel Service Milan, Illinois Service Provider

July 1985 - march 2004

? Provided timely customer service to businesses and residences

? Proactive sales

Licenses / Credentials

IL and IA Insurance Series 7 Series 66

EDUCATION

University of Iowa M.B.A. Program

Augustana College Bachelor of Arts

? Emphasis in Finance, Marketing, and Management

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