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Financial Inovation

Location:
Missouri, United States
Posted:
October 27, 2016

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Chase Baute

*** ***** ***** ****** ***** ● Ballwin, MO 63021

(314) ***-**** ● acw9py@r.postjobfree.com

EDUCATION AND LICENSES

University of Missouri St. Louis, St. Louis, MO

Bachelor of Science in Business Management (Focus: Finance) Licenses: Designation:

Series 7 86% CRPC

Series 66 77%

Life and Health Insurance

OBJECTIVE: Finance- Obtaining a challenging financial position with a growing company to ensure that clients obtain their financial goals.

WORK AND EXPERIENCE

Penney, Murray and Associates Ameriprise Financial, Springfield, MO Financial Advisor May 2015- July 2016

Financial Planner October 2011- July 2016

• Created and developed a new financial planning process to help our clients better understand how to reach their goals

• Researched several investments that resulted in 30% or more returns

• Maintained client relationships to obtain an in-depth knowledge of their Financial situation to help them obtain financial independence

• Daily duties including but not limited to: comprehensive financial planning, investment planning, stock analysis, tax planning, portfolio allocation and client relations QRT Maritz, Fenton, MO July 2010- October 2011

• Responsible for booking travel reservations

• Maintained 100% attendance record

• Mentored trainees to help foster a team environment

• Dedicated availability to work flex schedules

United Carpet LLC, Maryland Heights, MO May 2006- July 2010 Sales Associate

• Performed product analysis, demonstration, and promotion

• Quoted prices and credit terms

• Prepared sales contracts for orders obtained with client

• Provided delivery date estimates to clients based on production and delivery schedules

• Built rapport and earned trust with clients to develop client relations

• Motivated other sales associates to develop new client base by displaying perseverance and enthusiasm in meeting company goals

United Carpet LLC, Maryland Heights, MO June 2000- July 2010 Warehouse Night Manager

• Operations Management

• Delegated job duties among other associates

• Pioneered new inventory reports to accurately measure inventory

• Supervise and coordinate activities for employees receiving orders

• Interpret specifications, blueprints and job orders to co-workers and clients

• Adjusted operating procedures to meet production schedules

• Recommended measures to improve production methods, equipment performance, and quality of product

COMPETENCIES

• Performance driven- Motivated to accomplish company goals

• Dedication- Going beyond what is required, to ensure happiness

• Ambition- Always sharing new ideas to create a competitive advantage for the company

• Computer Skills- Microsoft Excel, Microsoft Word and PowerPoint References available upon request



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