Financial Manager
Resume:
Joseph C. Newtz
Beaver, PA *****
*********@***.***
Professional Summary
Experienced financial planning professional with strong history of developing customized financial plans while working extensively with estate planning, investments and life insurance; seeks position offering new challenges and opportunities for career growth.
Experience
Business Development Manager, Absolute Capital
oImprovement, retention, and expansion of advisor relationships
oDevelopment of effective communication/marketing/sales copy
Financial Consultant, Newtz Financial Corporation
oProvide clients with comprehensive financial advice
oDevelop customized financial strategies for client’s goals
Financial Advisor, Huntington Investment Company
o#1 Wealth Transfer producer at Huntington Bank
oWorked closely with staff to develop strong referral system
Financial Planner, MetLife Securities – #1 Financial Planner
2015 – Present
1988 – Present
2009 - 2012
Before 1998
Skills
FINRA Series 6, 7, 63, 65 licenses – Life/Health insurance licenses
Certified Financial Education Instructor – Certified Life Coach – Featured Speaker for the Personal Finance Speakers Association
Former feature columnist at www.Money.net. Author of Investing for the Year 2000 and Beyond & MoneyRx: Your Prescription for Financial Success
Education
Clarion University of PA
oBachelor of Business Administration - Marketing, ROTC Scholarship
1st Lieutenant, US Army Reserves (Honorable Discharge)
oSupervised all logistical functions supporting a company of eighty Army Reserve Soldiers
oEarned the Army Achievement and Army Commendation Medals
Other
Worked with multiple Broker Dealers during tenure with Newtz Financial.
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