Brent Best

Experience

October **** – June ****

Financial Advisor Fourth Avenue Financial

Assist 150 clients with tax, retirement savings, investment, and insurance needs by evaluating current standing and advising on appropriate solutions. Encourage strategic money management by providing clients with documentation on strategies. Certified Series 7, 63, 65 and Health and Life Insurance Licensed.

March 2000 – October 2017

Financial Advisor Wells Fargo Advisors

Assist 150 clients with tax, retirement savings, investment, and insurance needs by evaluating current standing and advising on appropriate solutions. Encourage strategic money management by providing clients with documentation on strategies. Certified Series 7, 63, 65 and Health and Life Insurance Licensed.

May 1993 – October 1999

Marketing Equipment Manager Pepsi Company

Responsible for equipment rental, sales, and delivery. Prior position included Account Development Representative.

Education

May 1993 – August 1998

Bachelor’s of Administration in Finance and Economics

Marshall University

Skills

Data analysis

Project management

Communication

Organization

Problem solving

Assertive

Interests

Hunting, fishing, and outdoors.

Contact

408 Wymer Rd

Charleston, WV 25313

304-***-****

Contact this candidate