Financial Advisor Licensed Insurance

GH

GEOFFREY HOLDER

********@*****.*** 917-***-**** Queens, NY 11429

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Planning for retirement

Client Relations

Mutual funds understanding

Tax law expertise

Investment advice

Ethical standards

Developing financial plans

Managing wealth

Fortis Lux Financial/ Mass Mutual New

York, NY

Financial Advisor/Licensed Insurance

Agent

02/2017 - Current

Developed financial plans and strategies tailored to clients' individual needs.

Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.

Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.

Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

Reviewed existing client accounts to identify any gaps or areas needing improvement.

Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.

First Investors/ Foresters Financial New

York, New York

Financial Advisor/Licensed Insurance

Agent

07/1996 - 02/2017

Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

Reviewed existing client accounts to identify any gaps or areas needing improvement.

Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.

Lincoln University Lincoln University, PA

Bachelor of Science in Finance

05/1988

Summary

Skills

Experience

Education and Training

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