T. SHAWN THOMPSON
NORTH LAS VEGAS, NV 89084
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.