Financial Advisor Advisory Services
Resume:
Jeffrey Anderson
Uniontown, OH *****
ad3ibz@r.postjobfree.com
Financial advisor with 35+ years of experience delivering financial/investment advisory services to high-value clients. Proven success in managing multi-million dollar portfolios, driving profitability and increasing ROI through skillful strategic planning, consulting and financial advisory services. Work Experience
Private Wealth Advisor
JPMorgan
Aug 2023 - Present
Partner
Anderson Anderson Associates - Akron, OH
September 1991 to Present
Deliver financial advice to clients, posing strategies to achieve short and long-term objectives for investments, insurance, business and estate planning with minimal risk. Develop, review, and optimize investment portfolios for valued clients. Ensure maximum client satisfaction by providing exceptional and personalized service. Work closely with specialists from multiple companies who manage investment portfolios for clients with retirement as their goal. Vice President
National City - Cleveland, OH
June 1987 to September 1991
Partnered with other departments and consulting with clients provided asset management risk strategies and mitigation. Developed new business by cultivating solid relationships with clients. Bank Officer
Bank One - Akron, OH
June 1984 to June 1987
Served as knowledgeable financial advisor to clients, managing investment portfolios for 90+ trusts and corporate clients. Devised and applied a new investment accounting program that increased productivity. Education
Juris Doctor/Joint Degree Program in Finance/Law
University of Akron Main Campus - Uniontown, OH
September 1984 to June 1987
Master's degree/Joint Degree Program in Tax
University of Akron - Akron, OH
September 1984 to June 1987
Bachelor of Arts in Political Science and Business Administration Otterbein University - Westerville, OH
September 1980 to June 1984
Skills
• Asset Management
• Financial Analysis
• Negotiation
• Risk Management
• Strategic Planning
• Financial Modeling
• Business Development
• Portfolio Management
• Business Analysis
• Insurance Sales
• Financial Planning
• Financial Report Writing
• Banking
Certifications and Licenses
Insurance Producer License
Certified Notary Public
FINRA License
June 1987 to Present
FINRA licenses 6, 7, 24, 26, 63, 65 and SIE
Property & Casualty License
Life & Health Insurance License
June 1987 to Present
All required life and health licenses
Contact this candidate