LAWRENCE R MEDINA

**** * ********** #***

Littleton CO 80120 720-***-****

OBJECTIVE

To obtain the Sales Associate Workplace Investor Role with T.ROWE PRICE.

EDUCATION

Bachelor of Science in Business Administration University of Arizona, Tucson, Arizona

United States Marine Corps

SKILLS

Series 6, 63, 65, and 7 Licenses. Completion of Cannon Financial Advisor Training, continuous financial advisor training. Licensed for Insurance sales in all states. Proven ability to lead clients through all aspects of financial planning.

PROFESSIONAL EXPERIENCE

Empower – 2022 – Current.

TIAA – Denver, CO

Wealth Management Advisor -March 2005 to September 2021

Responsible for own my Book of Business, leading clients through a financial Financial plan: Budget to meet goals, Allocation strategies, Withdrawal strategies, Incapacity planning, Transfer of Wealth.

Jackson National Life Insurance – Denver, CO

Jackson Representative - October 2002 to March 2005

Provided customer service to financial advisors, internal business consultants and clients regarding the capacity of sales investment platform. Wrote the workflow procedures for retirement withdrawals. Involved with establishing new advisors with access to the website and online systems to facilitate sale of products. Was one of the top producers with Jackson National Life Insurance.

Janus Funds - Denver, CO

Retirement Plans Specialist - August 1999 to 2001

Processed all aspects of employer plans retirement accounts: account setup, transfers, Required Minimum Distributions, excess contribution returns and correspondence. Counseled clients on Money Purchase Pension Plans and other retirement vehicles. Wrote the company guidelines for Required Minimum Distributions.

Davis Selected Advisors - Tucson, AZ

Customer Service Representative -August 1997 to August 1999

Interacted with clients and brokers processing redemptions, purchases and exchanges. Provided information to brokers and clients to generate interest and sales.

Contact this candidate