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