Professional Experience Sales

Jeffrey Grimes, CFP ® Series * and **

210-***-**** ***********@**.***

Professional Profile

More than 8 years of professional experience in providing analysis and actionable advice and recommendations in the financial services industry. Previously a Business Analyst with expertise in conducting analysis to create and accomplish organizational sales goals and targets, creating data reports for Executive Leadership. Also, a graduate student in the Masters of Investment Management and Financial Analysis program at Creighton with a graduation date of May 2018, CFA Level 1 Candidate and a CIPM Principles Candidate.

Core Competencies

Financial Analysis

Equity Analysis

Fixed Income Analysis

Derivatives Analysis

Analyzing Financial Statements

Quantitative Analysis

Statistics

Problem Solving

Asset Allocation

Financial Planning

Professional Experience

USAA - Business Intel Analyst (2014 to 2017)

Created and published performance and analytical reports for USAA Sales Advisors, Leaders and Executive Leadership.

Created the Operational Sales Plan for the Enterprise for products to be sold in 2017.

Established the Minimum Target Ratings for member contact employees to achieve in order for organization to reach 2016 goals.

Completed analysis with a 3 million dollar benefit showing the impact of advisors successfully routing life insurance applications.

Set the financial advisor metric targets and ratings in 2015 for contact center financial advisors at USAA.

USAA - Financial Advisor (2008 to 2014)

Built relationships with members to help them reach their financial goals by understanding their financial situation, recommending appropriate solutions, and advising them with action plans. Provided face to face financial advice to members regarding their investment portfolios and asset allocations.

Personal Trainer (2007 to 2008)

Worked at Fitness Together and Bally’s as a Personal Trainer in helping clients reaching their fitness goals. Developed and customized workouts based on the client’s fitness level and experience.

Education

Master of Investment Management and Financial Analysis, Creighton University,

Curriculum covers the material of CFA Levels I, II and III, Graduating May 2018.

Bachelor of Science Sport Management and Business, University of Texas at Austin

Graduated December 2005

Contact this candidate