Car Sales Manager

EXPERIENCE

Barry Havener

FINANCIAL ADVISOR

941-***-**** *************@*****.*** Bradenton, FL 34210 Detail-oriented professional with excellent communication, interpersonal and creative thinking skills. Aiming to leverage my abilities to successfully grow and thrive in corporate recruiting with AAconcepts. A strong desire to capitalize on my strengths in a career change that is ful lling and commensurate with my experience as a professional advisor. INDEPENDENT FINANCIAL ADVISOR

Cetera Advisors, LLC

Bradenton, FL

September 2019 - Present

• Responded quickly to meet customer needs and resolve problems.

• Provided product information and resolved concerns to assist clients in their nancial planning objectives.

• De ned problems, collected data, established facts and validated conclusions.

• Met deadlines while maintaining high-quality deliverables.

• Provided e cient and courteous service to clients at all times.

• Adhered to quality and service standards to support operational goals.

• Collaborated with departmental leaders to establish organizational goals, strategic plans and objectives. SENIOR VICE PRESIDENT/INVESTMENTS

Janney Montgomery Scott, LLC

Sarasota, FL

August 2012 - September 2019

Established and maintained relationships with individual and business customers and provided assistance with problems these clients may encounter.

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Planned, directed, or coordinated activities of workers in branches, o ces, or departments of establishments, such as branch banks, brokerage rms, risk and insurance departments, or credit departments.

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Established procedures for custody and control of assets, records, loan collateral and securities to ensure safekeeping.

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• Communicated with stockholders and other investors to provide information and to raise capital.

• Oversaw ow of cash and nancial instruments.

• Directed insurance negotiations, selected insurance brokers or carriers, and placed insurance. SENIOR VICE PRESIDENT/INVESTMENTS

Morgan Keegan And Company

Sarasota, FL

October 2008 - September 2012

Planned, directed, or coordinated activities of workers in branches, o ces, or departments of establishments, such as branch banks, brokerage rms, risk and insurance departments, or credit departments.

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• Analyzed and classi ed risks and investments to determine potential impacts on vlient objectives.

• Found and attracted new business.

• Reviewed reports of securities transactions or price lists to analyze market conditions.

• Oversaw ow of cash and nancial instruments.

• Communicated with stockholders and other investors to provide information and to raise capital.

• Developed and analyzed information to assess current and future nancial status of rms. EDUCATION

SKILLS

CERTIFICATIONS

• Prepared nancial and regulatory reports required by laws, regulations and boards of directors. BUSINESS/MARKETING

Saint Petersburg Junior College, Orlando, FL

Sep 1983

HIGH SCHOOL DIPLOMA

Marshall High School, Great Falls, VA

Jun 1982

BUSINESS/MARKETING

University of Central Florida, Orlando, FL

1984

Extracurricular Activities

• Scholarship Athlete

• Stock Market Understanding • Portfolio Management

• Financial Knowledge • Financial Goal Planning

• Retirement Needs • Professional Industry Communication

• Client Rapport-Building • Customer Referrals

• Client Contact • Presentations

• Series 7 • Series 10

• Series 63 • Life Health and Variable Products

• Accredited Investment Advisor • Certi ed in Long Term Care Planning CLTC

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