Microsoft Office Sales

Mike Mohr

**** ***** **** **** * Edmond, OK *****

405-***-**** t **********@*****.***

Sales Professional /Financial Manager

Comprehensive experience in financial advising with over 18 years in sales, asset management and business development. Credited with the ability to process business budgeting, develop new business, and increase sales by utilizing cost-benefit analysis. Recognized for the ability to develop programs, maintain product knowledge, and unique consultative sales experience while offering appropriate insurance and investment products to help clients meet their financial goals.

CORE COMPETENCIES

Financial Modeling t Business Lending t Financial Planning t Ratio Analysis t Project Management

Income Statements t Equity Research t Risk Advisory t Cost-Benefit Analysis

Business Process Budgeting t Client Development t Microsoft Office Suite

EXPERIENCES AND ACHIEVEMENTS

MOHR FINANCIAL, Edmond, OK 2008 – 2017

The company is a personal financial advisory firm.

Owner

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

tReduced clients risk by utilizing advanced insurance concepts for business succession, tax techniques, and trust strategies.

tIncreased clients’ savings by monitoring financial market trends to identify and create effective financial plans.

ONPOINT CONSTRUCTION & ROOFING, Oklahoma City, OK 2008 – 2017

The company is a real estate development company.

Co-Owner

Managed company’s $60 million annual budget from the building of custom homes, duplex and apartment buildings. Analyze financial information obtained from projects to determine strategies for meeting project goals and decreasing company’s costs.

tSuccessfully coordinate financial and business support with investors, private entities and lending increasing profit and decreasing costs.

MERRILL LYNCH PIERCE FENNER & SMITH, Oklahoma City, OK 1993 – 2008

The company offering security brokerage and dealership services.

Senior Vice President

Managed, trained and hired new hires, including upper and lower management. Provided critical functions in the areas of sales training, portfolio management, client acquisition, and client satisfaction.

tSuccessfully planned, monitored and advised $100 million in private accounts.

tFacilitated progressive organizational change and development within the company.

tQuickly and steadily promoted from stock broker to Vice President, while effortless maintaining high net worth clienteles to success.

tAllocated assets and reduced risks of high net worth book exceeding $100 million through strategized financial, wealth, insurance and estate planning.

EDUCATION

Bachelor of Science, Biology & Chemistry, University of Central Oklahoma, Edmond, OK, 1991

Princeton College of Management, Princeton, NJ

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