Financial Engineer
Resume:
Scott Kalivoda
Email: **********@********.***
Address: ***** * ***** **
City: Olathe
State: KS
Zip: 66062
Country: USA
Phone: 913-***-****
Skill Level: Experienced
Salary Range: $49,000
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
SCOTT KALIVODA
Financial Advisor
**********@********.***
Objective
Experienced financial advisor seeking employment in the financial services or banking industry.
Profile
Recently employed by Ameriprise Financial in the Kansas City area, since 1990. I conduct a financial planning practice with 150 clients, and provide financial advice to individuals in the areas of investments, insurance, estate planning, income tax strategies, debt management, cash flow, and planning for financial goals.
Skills
Develop long-term client relationships
Explain financial concepts and products
Provide analysis and financial strategy development
Conduct investment research and portfolio construction
Maintain client management systems
Implement financial plans
Skilled in written and oral communications
Attributes
Trustworthy Clients come to trust my integrity, dependability, and advice. The length of time they remain with me is testimony to that.
Analytical I base my advice on research and analysis. I spend time preparing for client appointments.
Communicator Time spent with clients explaining recommendations,financial concepts, and products is valuable.
Experience
AmeripriseFinancial 1990 - 2012
Financial Advisor
My company has provided substantial training and resources to perform financial planning for my clients. The financial planning process provides the objective information I need to advise my clients.
I am familiar with financial products: mutual funds, managed allocation funds, alternative investments, life insurance, long-term care, and annuities. I am experienced in developing strategies for income taxes, estate planning, education planning, and retirement planning. My experience enables me to properly match financial products with client needs to accomplish their financial goals.
Burns McDonnell 1980 - 1989
Planning Engineer
Conducted planning and economic studies for the electric utility industry. This required familiarity with electric utility operations and finances. I performed a variety of studies including planning for future power needs, due diligence for municipal bond issues, and electric rate development. This work helped develop both my writing and analytical skills. I also wrote proposals bidding on new projects for the company.
Education
Kansas State University 1973-1979
B.S. Civil Engineering, graduated Cum Laude
Masters, Business Administration
Licenses
FINRA Series 7, Kansas Missouri Series 63, Kansas Missouri Life Health Insurance
References
William O. Beard Ph. 816-***-****
Adrian Fitzmaurice
Ph. 913-***-****
Jim Smart
Ph. 816-***-****
Scott Kalivoda
**********@********.***
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