Financial Advisor

Kyle Chinn

832-***-**** • adganm@r.postjobfree.com • Linkedin.com/in/kyle-chinn • Tomball, TX

SUMMARY

Responsible and ambitious professional with an analytical background. Critical thinker and natural leader offering exceptional ability to proactively communicate and collaborate within a team. Quick learner with proven ability to adapt quickly to change, as well as analyze data and business information needs efficiently.

KEY SKILLS & LICENSES

Self-starter and pro-active problem solver

Proficient in statistical analysis and data mining

Flexible and able to work within aggressive timeframes to consistently meet deadlines

Team player that can work in isolation or group setting; strong interpersonal and relationship management skills

Technically savvy and proficient in the Microsoft Office suite, STATA, Salesforce, and all social media

Ability to review, validate and authorize documentation with strong attention to detail

Comprehensive Financial Planning (retirement planning, insurance needs, investment planning, estate planning, and debt repayment)

Strong understanding of financial models, econometrics, data sets, and business operations

Series 65: Investment Advisor License and Texas Life & Health General Lines Insurance License

PROFESSIONAL EXPERIENCE

Mutual of Omaha Advisors, Houston, TX Feb. 2020 – Present

Financial Advisor

Analyze clients personal balance sheets to calculate net worth to determine suitable investment strategies and life insurance needs

Evaluate clients 401k, IRA, and other investments to ensure allocation of assets correlates to their risk tolerance and venture timeline

Conduct daily market updates for Now Media News, including overall market performance, individual stocks in focus, and market drivers of the day

Prospect daily for potential clients to enhance market share and community outreach

Leverage Mutual of Omaha Navigator software and Winflex quote system to create, edit, and deliver personalized financial analysis to clients

Lead presentations on financial literacy, employee benefits, strategic money management, and life insurance to groups up to 60 people

Texas A&M Department of Recreational Sports, College Station, TX Sep. 2017 – Dec. 2019

Facility Supervisor

Fast track promotions: Facility Supervisor- 2019; Member Services Specialist- 2018; Lead Attendant- 2017

Manage all operational functions of the Student Recreation Center (500,000+ sq. ft)

Supervise a staff of 10 employees including performance evaluations and training

Serve as a front-line customer service representative for the Department of Recreational Sports

Dell Technologies, Round Rock, TX May 2018 – Aug. 2018

Inside Sales Intern

Support Inside Sales Account Managers by updating deal registrations of up to $12 million in revenue, mining data, creating spreadsheets and communicating with Sales Representatives

Assist Order Processing Team with new user ID set-up for corporate customers and resolve order entry issues

EDUCATION

Texas A&M University, College Station, TX Dec. 2019

Bachelor of Science: Economics

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