fianancial advisor

Objective: Partner with a top wealth management organization to help clients create the best outcomes for their financial lives

Achievements

Sales and Business Development

●Top 20% of peers in all 4 metrics (deposit growth, new accounts, production credits, and referrals) of Merrill Edge financial advisors for 2015 through 2nd quarter 2016 (Merrill Lynch)

●Became top seller in overall sales for region in 10 months (Citibank)

●Increased sales over 300% and $52,000 above weekly quota. “District branch of the quarter” twice (Labor Ready)

●Grew number of accounts every year (Independent Fundraising)

●Achieved P10 and Pace-setter first 40 awards (Northwestern Mutual)

Public Communication and Group Training

●Keynote motivational speaker with up to 1000 in attendance (various)

●Taught over 600 times for church youth groups and main church services 1993-2008 (various ministry settings)

●Created curriculum, developed and taught training programs, (various churches and summer school)

People Development

●Recruited, interviewed, trained, and supervised staff for sales and customer service (Labor Ready, independent fundraising, Northwestern Mutual)

●Recruited, trained, and empowered staff for event programming and leading small groups (FaithBaptistChurch)

●Planned and managed total youth ministries programs (FaithBaptistChurch, NorthCommunityChurch)

Project Management and Administration

●Analyze, create and align investment portfolios for clients to achieve goals and suitability needs (Merrill Lynch)

●Designed and evaluated workflow systems for daily operational activities (various employers)

●Managed day-to-day operations including program/sales analysis, creating reports and budgets (various)

●Led events, camps and mission trips including marketing, delegating, scheduling, team building, supply and transportation acquisition, and meeting programming (various churches)

Work History

Financial Advisor, Merrill Lynch/Merrill Edge, Southern CA Jan. ’12 - present

Financial Representative, Northwestern Mutual, Southern CA Nov. ’10 - Jan. ‘12

Fundraising Program Director, Independent fundraising, Southern CA Aug. ’04 - Nov. ‘10

Personal & Business Banking Officer, Citibank, Chino Hills, Corona Aug. ’03 - Aug ‘04

Banking Solutions Specialist, Evangelical Christian Credit Union, Brea Sep. ’01 - Jun. ‘03

Branch Manager, Labor Ready, Hemet Sep. ’00 - Sep. ‘01

Account Executive, New Horizons Computer Learning Center, Anaheim Apr. ’99 - Mar ‘00

Education and Service Credentials

Hold Series 6, 66, 7, life insurance licenses (current)

Chartered Retirement Planning Counselor designation (College for Financial Planning, 2016)

BA in Christian Education (Biola University, La Mirada, 1996)

National Dean’s List. New Student Orientation Staff. Sophomore Class President. Developed Sophomore Class Advisory Board

Toastmasters International Club President (Riverside Happy Talk Club, 2014-2015)

Ambassador for Riverside Chamber of Commerce and Corona Norco Schools Education Foundation (2013-2014)

Corona, California 951-***-**** direct ***************@*****.*** www.linkedin.com/in/molsberry

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