Sales Customer Service

Brad Hoyt

Email: *********@********.***

Address: *** ***** **** ****

City: Rochester

State: MI

Zip: 48307

Country: USA

Phone: 248-***-****

Skill Level: Management

Salary Range: $55,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Brad Hoyt, CFS

718 Great Oaks Blvd-Rochester Hills, MI 48307 * 248-***-**** * *********@********.***

PROFESSIONAL PROFILE

Experienced, conscientious financial professional focused on delivering results with strong analytical, research, sales, and problem solving skills. A professional with the highest degree of ethics and integrity, one who believes that the client and their needs should come first and foremost, which would include top-notch customer service.

Experience includes:

* Extremely high degree of investment knowledge, sales, analysis, comprehension and presentation

* Generated high levels of new accounts, while retaining current base of clientele.

* Assisted in many HR functions (interviewing, job descriptions, employee satisfaction and feedback analysis)

* Comprehensive and proven ability to manage key account relationships, while assisting in new client development.

* Advanced knowledge of computers Microsoft Office (Excel, Word, and PowerPoint), various other software programs.

EMPLOYMENT HISTORY

Independent Investment Consultant, Rochester Hills, MI, Aug 2011 - Present

* Perform investment consulting for clients, analyzing current and prospective clients` portfolios and advising on current investment strategies, asset allocation, diversification and risk/rewards strategies. Working with Retirement Consultants, Financial Planners.

* Review and analyze current financial situations; recommend portfolio changes in order to achieve desired goals.

Sr. Investment Advisor/Consultant, Theory One/DFC Financial Group, Oxford, MI, Feb 2009 - Aug 2011

* Accounts Integrity Team

* Responsible for $124M advisory accounts in 2010

* Extensive due diligence procedures

* Sales and lead generation- follow-up, closure

* Investment research, analysis, sales, implementation, and trading (Stocks, Bonds, Mutual Funds, ETF`s and Alt. Investments)

* Review and analyze current financial situations (HNW Clients) - recommend portfolio changes in order to achieve desired goals.

Sr. Investment Analyst, Freedom One Investment Advisors, Clarkston, MI, September 2000-Sept 2008

* Provided extensive due diligence on current and prospective mutual fund companies; conducted monthly conference calls/face-to-face interviews with fund managers personally. Extensive due diligent activities (Funds, Stocks, Bonds).

* Widespread knowledge and skill in the high performance computer based industry with a verified ability to enhance sales.

* Worked with HR to develop external job descriptions, interview potential candidates, and participate in quarterly reviews, resulting in superior employees and desired clientele.

* Worked extensively with CIO pertaining to high-net-worth (HNW) individual portfolios, providing analysis, asset allocation, diversification techniques, and quarterly presentation materials for investment reviews. Conducted all trading (Schwab).

* Conducted detailed qualitative and quantitative analysis for the review of all company investment products as well as the manner on which this information would be presented to current and potential clients both internal and external.

* Utilized mutual fund search procedures using software proficiency combined with analysis of a fund`s past performance, risk-adjusted return, alpha, portfolio turnover, manager history, corporate background and style adherence; researched which catalyst to look for to improve the fund`s performance.

* Integral part of sales team responsible for a 27% increase in annual sales over a 5-year time period.

* Lead analyst and advisor for the County of Oakland`s $188M 403(b) Retirement Plan.

* Worked extensively with CIO pertaining to high-net-worth (HNW) individual portfolios, providing analysis, asset allocation, diversification techniques, retirement goals and various investment reviews and presentations.

* Compiled and presented analytical data regarding the company`s current 401(k) mutual funds within our Investment lineup.

* Worked with new clients to develop a strategic investment plan which would meet or exceed client expectations... Took all new account from start to finish, for the more aggressive me considered margin as a possibility.

* Member of executive Investment Committee, responsible for all matters concerning the firm`s 401(k) and IRA Plans, and the investments therein.

Associate Relationship Manager (Asset Assessment), Michigan National Bank 1999 - 2011

Securities Analyst, First Chicago NBD (Bank One) 1997 - 1999

EDUCATION/PROFESSIONAL DESIGNATIONS

Master of Science in Finance (MSF), (3.0 GPA), Walsh College of Business and Accountancy, Troy, MI, 2002

Bachelor of Applied Arts (BA), (3.6 GPA), Honors- Communication & Marketing, Oakland University, Rochester Hills, MI, 1996

Certified Fund Specialist (CFS), Institute of Business and Finance, La Jolla, CA, 2007

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