Manager Warehouse
Resume:
Gage
Gunderson
**** ********* **, **** *******, CO 80521
*************@*****.***
Experienced and self-motivated financial services professional looking to continue to grow my career and build relationships with clients.
Skills
In-depth knowledge of equity and fixed income markets
Fully Licensed (7/66/LAH)
Money Guide/ Thomson/ Morningstar Pro Proficient
Strong quantitative and financial skills
Ability to analyze information and formulate recommendations accordingly
Effective presentation, communication, and interpersonal skills
Experience
2016 – PRESENT
Client Associate / Wells Fargo Advisors, Fort Collins, CO
Service clients for multiple producers with over 100MM in assets, including submitting trades, reviewing accounts, and preparing for meetings.
2013 – 2015
Associate Financial Advisor / Ameriprise, Ogallala, NE
Top AFA in program, developed and maintained business pipeline in a new territory, successfully recruited and repapered advisors to financial group.
2010 – 2013
Warehouse Manager / MHC Kenworth, Greeley, CO
Responsible for inventory and installation of parts, appointment scheduling, new store training, and engaging sales staff in the installation program.
Education
CFP Coursework / Kaplan University
B.A. Economics / University of Northern Colorado, Fort Collins, CO
Activities
Habitat for Humanity
Junior Achievement
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