Resume

Sign in

Investment Consultant Business Development

Location:
Las Vegas, NV
Posted:
January 08, 2022

Contact this candidate

Resume:

T. SHAWN THOMPSON

**** ******* *****

NORTH LAS VEGAS, NV 89084

702-***-****

adpuxb@r.postjobfree.com

TD Ameritrade (February 2018-September 2019)

Investment Consultant

Assessed, assisted, and advised clients and prospective clients in the selection of products and services best suited to meet their financial goals.

Developed relationships with existing client and built relationships with new clients, resulting in accumulation and retention of assets.

Proactively pursued business development opportunities to prospects, existing clients, and established face to face meetings by tracking the activities through our client relationship management system.

Continued to update my sales skills and respond to leads generated through supplemental business development efforts.

Scottrade (July 2010-February 2018)

Investment Consultant

TD Ameritrade (February 1999- January 2009)

Investment Consultant

Education/Licenses

Bachelor of Science in Hotel Administration (University of Nevada - Las Vegas)

Series 7, 9, 10, 63 & 66.



Contact this candidate