CS

CHRIS SHADOWENS

adujel@r.postjobfree.com 314-***-**** Waterloo, IL 62298

Acquiring, Analyzing, Servicing Clients Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 25 years of success supporting client financial goals through astute investment guidance. Communication in person, phone, seminars and ZOOM - 10+ years

Financial Analysis using Statements, Balance Sheets, Contracts - 10+ years

Sales, while maintaining a high level of inderstanding customers needs - 10+ years

Welding - 1 year

Client Recruiting and Retention

Service Oriented

Financial Document Summaries

Verbal and Written Communication

Investment Performance Reporting

Honest and Ethical

Proposals and Presentations

Client Engagement

Client Needs Assessment

Customer Expectations Management

Smith Barney, Morgan Stanley, Morgan

Keegan, LPL Financial Saint Louis, MO

Financial Consultant

11/1996 - 09/2021

Built my own book of clients from the initial contact interview, obtaining all important data, analyzed all information, made recommendations, monitored and serviced accounts both individuals and corporations from

$0 to 50mm+ assets.

Institute for Professional Development/

University of Phoenix Saint Louis, Mo

Marketing Representative

07/1990 - 07/1996

Adult education programs for working adults

Created and built both Undergraduate and Graduate degree programs at Bryant University Online

Course Work Needed To Sit For CFP Exam in Certified Financial Planner 05/2016

Fontbonne University Saint Louis, MO

Master's in Business Administration

06/1996

Southeast Missouri State University Cape Girardeau, MO Bachelor's in Finance/ Economics

05/1986

Summary

Skills

Experience

Education and Training