Sales Representative Executive

Jeremy L. Winters

*** **** ****** ***, *************, GA 30043 • 678-***-**** • *********@*****.***

» Profile

Savvy financial advisor with over 15 years experience in the industry. Exceptional communication skills. Management of multiple portfolios with continuous analysis of economic trends to help determine asset allocation. Skilled in presenting complex financial transactions. Experienced at leveraging the branch teams to identify clients, their needs, and developing investment solutions to meet their needs.

» Relevant Work Experience

JPMorganChase Bank, N.A. Cumming, Georgia

Private Client Banker, 2015-2017.

WealthSpan Financial, Atlanta, Georgia

Financial Advisor, 2013-2014

Wilbanks Securities, Oklahoma City, Oklahoma

Registered Representative, Atlanta, GA 2008-2013

MidSouth Capital, Atlanta, Georgia

Registered Representative, Branch Operations Manager 2004-2008

Berthel Fisher Marion, Iowa

Registered Representative, Atlanta, Georgia 2001-2004

TesCom USA Norcross, Georgia

Sales Executive, 2000-2001

IBM Dallas, Texas and Atlanta, Georgia

Opportunity Developer and Inside Sales Representative, 1996-2000

» Skills and Licenses

Series 7, 63, and 66

Life and Health

Variable Annuity

Investment Strategies

Market Analysis

Portfolio Management

»Education

Ambassador University, Big Sandy, TX 1992-1996

oBS Business Administration, Minor Psychology

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