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Sales, Finance, Insurance, Customer Service

Round Rock, TX
March 19, 2023

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**** ***** **** **** ***** ROCK, TX *****




Seeking a position where skill and hard work provide rewards and growth potential


Life Insurance Agent (Licensed), Symmetry Financial Group, Remote, Dec. 2021 – Present

Direct Sales, Servicing Agent for my clients, organization, customer service

Senior Registered Client Associate, Wells Fargo Advisors, Austin, TX, Jan. 2006 - June 2013

Private Bank segment (higher net worth of $1MM-$50MM)

Handled incoming client calls for the practice and executed client requests

Operational and transactional duties (trades, fed wires, ACH, direct deposit, IRA withdrawals, ACAT transfers, complicated account setup, etc.)

Associate Financial Advisor, Ameriprise Financial, Austin, TX, Aug. 2004 - Dec. 2005

Wrote all financial plans for our practice

Attended client meetings for informational and selling purposes

Personal Financial Advisor, American Exp Financial Advisors, Austin, TX, Nov. 2002 - Oct. 2003

Acquired Series 7 NASD License and Series 66 State Securities License

Offered private comprehensive financial planning for individuals and small businesses

Provided advice on retirement, children’s education, and tax diversification strategies

Managed investments, asset allocation and debt elimination

Established long lasting, trusting relationships with my clients

Field Representative, United American Insurance Company, Katy, TX, Mar. 2002 - June 2002

Obtained Group One, Health & Life Insurance License by state of Texas

Achieved one on one, personal relationships with my clients

Developed extraordinary skills in regional area sales and customer service

Production Operator, Motorola, Seguin, TX, Aug. 1999 - Sept. 2001

Received two promotions and three raises within the first year

Elected Team Leader of 30 member team for two terms

Experienced and efficient high performance team member

Developed leadership and communication skills


B.B.A. in Finance, Texas State University, Graduated in August 2002

Achieved cumulative G.P.A. of 3.13

Financed 100% of tuition by full-time employment from 1998 - 2002

Dean’s List of 1998, 1999, 2000, 2002

Texas A&M University, College Station

Awarded full scholarship

General and business studies


Exceptional people and communication skills

Devoted to accomplish any goal or job put before me

Determined to always provide excellent customer service

Proficient computer skills, remote set-up, home AT&T Fiber

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