BRUCE E. HUTCHINS

**** ******* ** *****: 909-***-****

Chino, California 91710 act53b@r.postjobfree.com

Finance Marketing Sales Management

PROFESSIONAL SUMMARY

Creative leader and collaborator with a proven track record of building superior client service at all

organizational levels. Able to build relationships quickly and establish credibility with clients and

co-worker groups. Strong team member with leadership experience across diverse organizations,

small and large, profit and not-for-profit. Proven learning agility. Effective knowledge of a wide

range of sales and supervisory styles. Proven track record of persuasive public speaking and

presentation skills. Strategic and/or tactical track record in:

Team development and evaluation

Workforce engagement for performance, development, and profit

Leadership selection and development

Using social media, email, public speaking to brand and market services

Performance management, and career development

Diversity and inclusion

Creative collaboration and team building

Marketing and branding

Project management and execution on tight deadlines and budgets

CAREER EXPERIENCE

Ameriprise Financial Services, Inc., Irvine, CA 2008-2015

Ameriprise Financial Services is the largest financial planning company in the United States.

Ameriprise Financial manages assets totaling over $140 billion.

Financial Advisor

Interviewed clients to determine their current income, expenses, insurance coverage, tax status,

financial objectives, risk tolerance, and other information to develop a comprehensive financial plan.

Delivered financial plans and strategies in easy-to-understand language. Directed client strategies in

cash management, insurance coverage, investment planning, and other areas to help them achieve

financial goals. Analyzed financial information to create strategies for clients' objectives. Produced

planning recommendations, and/or referred clients to those who could assist them with plan

implementation, including trust attorneys, accountants, and realtors, both private and commercial.

Improved identifying buying styles and sales techniques in one-on-one mentoring program.

Specifically, mastered how to present financial planning effectively to diverse buying

personalities, resulting in new commissions of $67,175 and annual fees of $6300.

Introduced unit trust investment structure resulting in $36,000 in new commissions and ongoing

annual commissions of $22,500.

Achieved 100% score on Ameriprise's Client Relationship studies in 2013, and 2014 (the only

two years the survey was done). Survey covered entire client base, and included ethics,

business practices, customer service, recommendations, investment results, active listening,

intent to continue business, and willingness to recommend the advisor.

Awarded highest year-over-year growth in gross dealer concession for the Irvine Branch Q3

2015 (24 advisors) of 12.5%.

6010 Alfredo St Bruce Hutchins Phone: 909-***-****

Chino, California 91710 act53b@r.postjobfree.com

Co-created a three-advisor Practice Acquisition team and co-created a method of prospecting

independent advisors within a tight time frame, and co-created compliant marketing materials,

leading to better results and two new acquisition prospects.

Sold my practice to another Ameriprise advisor December 8, 2015 and entered the Ameriprise

Sunset program, with 100% client retention.

UBS Wealth Management/Paine Webber, Inc., Riverside, CA 1998-2008

UBS's wealth management division offers high-net-worth individuals around the world a range of

advisory and investment products and services. UBS Wealth Management purchased Paine

Webber & Co. in 2000, and renamed it UBS Wealth Management in 2003.

Financial Advisor

Interviewed clients to determine suitable investment recommendations based on calculated risk

tolerances and investment experience. Presented detailed investment solutions and acted on them at the

clients' direction. Monitored investment performance through continued analysis and recommended

changes when advisable. Analyzed securities and new offerings for suitability, and implemented

individual option strategies for suitable clients.

Delivered a complex unique financial solution for a prospect which resulted in $2 million in

new assets, new commissions of $37,000, a solution which was chosen over multiple bids from

teams at several other firms.

Optimized new method for evaluating investments resulting in four new option-strategy clients

and new first-year commissions of $11,000.

EDUCATION, CERTIFICATIONS, AND AWARDS

BA, Physics, Carleton College, Northfield, MN.

Securities Licenses Series 7 (General Securities Representative), Series 63 (Uniform Securities

Agent State Law), and Series 65 (Uniform Registered Investment Advisor Law).

Insurance Licenses Life/Health, and Long-Term Care.

Inland Theatre League Awards for excellence in acting, directing, set design, and set painting.

Archie Award, Advanced Operations, Hamburger University, Oak Brook Park, IL.

COMMUNITY INVOLVEMENT AND OTHER EXPERIENCE

Ontario Chamber of Commerce Past member of the board of directors.

Co-founded Business Link, a network group of small business, building it from the ground

up, growing it from a few members to over 100 weekly participants, and serving as its

primary emcee.

Chino Community Theatre Past member of the board of directors. Served as a director,

actor, master carpenter, and set painter.

California Educational Theatre Association (CETA) Currently serve as a judge for high

school theatre productions for their annual competition.

Graphic Designer for Chino Community Theatre, creating posters, brochure art, postcards, and

program covers.

Commissioned self-taught portrait painter, with gallery-sold work.

Commissioned self-taught graphic artist, proficient at Adobe Photoshop, and Illustrator.

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