Customer Service Manager

Alan J. Weber 231-***-**** alanjweber@yahoo.com_

**** *********** ***** ********, ** 49441

Objective: Financial Advisor

Work Experience

Branch Manager (2015-2016), Huntington Bank, Grand Haven, MI

Create and develop strong customer relationships with outstanding customer service

Build team member skills with training and mentoring

Establish clear direction of company goals

Drive financial goals with structured plans for branch sales

Financial Advisor (2014-2015), Morgan Stanley, Muskegon, MI

Financial analysis of economic trends and trend forecasting

Develop customized strategic planning for retirement and investment solutions

Present financial plans to future and existing clientele

Manage multiple diverse portfolios

Gain new business growth through client prospecting

Dean of Students (2001-2013), Mona Shores High School, Muskegon, MI

Enforced school policies and procedures

Provided positive resolution to parent, student, and teacher conflicts

Conducted comprehensive teacher evaluations

Varsity Wrestling Coach and Summer School Coordinator

Commodity Trader (1986-2001), Chicago Mercantile Exchange, Chicago, IL

Feeder Cattle Options Pit Chairman

Self-Employed Market Maker

Performed risk analysis and economic assessment

Managed inventory

Researched financial markets and trends

Education

Purdue University, School of Technology, West Lafayette, IN

Bachelor of Science, Industrial Supervision

NCAA Wrestling Qualifier

Grand Valley State University, Allendale, MI

Masters of Educational Leadership

Professional Licenses

Series 7, Series 66, Variable Annuity and Life Insurance Licenses, NMLS #1388015

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