Financial Advisor

Tate Felton

641-***-****

*******@*****.***

Skills

Strong Leader

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Excellent Intrapersonal Skills

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Effective Communicator

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Quick Adapter

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Coachable and Accountable

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Time Manager

Work Experience

Financial Architects Inc

Financial Advisor

March 2019-Present

■ Create in depth and comprehensive plans for clients.

■ Study current market trends to identify upcoming areas in the economy.

■ Connect with clients and understand their personal needs.

■ Call potential clients to set up meetings

■ Maintain a calendar

Johnny’s Italian Steakhouse

Server

November 2017- March 2020

■ Prepare checks that itemize and total meal costs and sales taxes.

■ Greet guest in a timely fashion

■ Take orders and ensure guests are having a good experience

Provide outstanding customer service to all guests

Education

Bachelor's in Business

Iowa State College of Business

Fall of 2016- Spring of 2020

Licensing

Life Insurance

Health Insurance

Securities Industries Essentials

Series 6

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