Lucas Bodenbender

**** *. ******* **. ***********, OH 43081 419-***-**** ac9v9o@r.postjobfree.com

Career Summary

Adaptable professional with 13+ years of experience and a proven knowledge of asset management, financial analysis, and investment management. Aiming to leverage my skills and experience to make a positive impact with your firm and build upon my prior career successes.

Education

BACHELOR 2006 BOWLING GREEN STATE UNIVERSITY

·Major: Economics

·Minor: General Business

·2006 Internship with Morgan Stanley Smith Barney, won the stock portfolio contest.

·University of Dayton – 2003 Varsity Football

Skills & Abilities

INVESTMENT MANAGEMENT

·Design Investment Portfolios consisting of Equities, Cash, & Fixed Assets. Evaluation of Portfolios for suitability & performance.

·Exhibit critical thinking, analytical abilities, creativity, & outside-the-box thinking. Display genuine interest in Financial Markets as well as humility to build confidence among peers and clients.

RELATIONSHIP MANGEMENT

·Excel at providing leadership and building collaboration among groups.

·Grew client portfolios by 125%, earned awards for client retention and procedural updates that benefited clients and improved operations.

COMMUNICATION

·Draft client documents, deliver presentations and training in-person, online, written, & orally.

·Demonstrated strong Interpersonal skills. Delivered on client communication projects and provided insights on content.

FINANCIAL ANALYSIS

·Display exhaustive research, analytical problem solving, and decision-making skills.

·Comfortable dealing with ambiguity and the ability to work independently.

·Ability to streamline procedures, demonstrate a passion to learn and grow.

LICENSES & CERTIFICATIONS

·FINRA Series 6, 63, & 65. Ohio Life and Health Licenses

·Appointed as IAR (Investment Advisor Representative) with Nationwide Financial

Experience

TERRITORY MANAGER, SR. BUSINESS ANALYST, & CONSULTANT NATIONWIDE AUG. 2011 TO PRESENT

·Excelled in building relationships with key stakeholders while expanding the use of products and features.

·Earned recognition for retaining clients with thorough analysis, relationship building and providing client recommendations.

·Led and contributed on multiple initiatives and department projects which improved compliance, brought a positive return on investments and reduced on departmental costs.

·Provided detailed analysis and guidance to key stake holders with respect to

accounts and investments.

FINANIAL CONSULTANT PNC BANK

DECEMBER 2009 TO AUGUST 2011

·Engaged clients to deepen relationships with the bank.

·Designed financial portfolios for clients.

·Executed duties as an interim manager during time of management fluctuation.

·Brought about changes to correct errors and update procedure Audit.

INVESTMENT ADVISOR REPRESENTATIVE MCCLOY FINANCIAL MAR. 2009 TO AUG. 2011

·Implemented, analyzed, & monitored investment portfolio models for suitability & compliance.

·Designed and funded succession plans along with investment portfolios for Small Businesses, Entrepreneurs, and Start Up Firms.

REGISTERED REPRESENTATIVE FIRST INVESTORS JANUARY 2006 TO DECEMBER 2007

·Obtained new clients, provided knowledge and serviced client accounts including individual retirement planning (403(b), pensions & IRA’s) and insurance.

·Broadened knowledge of the Industry, obtained FINRA and Ohio Insurance Licenses.

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