Financial Advisor & Planner

DIANNA JEFFRIES

Raleigh, NC *****

************@*****.*** / 917-***-****

SUMMARY

Seasoned Sales & Marketing Professional for over 20 years, and now Financial Advisor cultivating and building relationships among clients and colleagues. Enviable amount of energy, enthusiasm and positivity. Overriding goal is always to improve client's lives. Exceptional at creating and closing pipelines of business. Successful history of establishing confidence, compassion and clarity with clients and colleagues. Adapt easily in fast-paced, ever-changing environments. Valuable and hardworking employee known for turning cold calls into successful selling relationships. SKILLS

Energetic & Driven Seasoned Professional

Skilled Problem Solver

Resourceful and Fast Thinker

Accessible Verbal and Written Communication

Endlessly Learning & Improving Skills and

Knowledge

Focused Financial Advisor

Build Wealth & Financial Independence

EXPERIENCE

Financial Advisor / IAR, Western - Raleigh, NC 11/2022 - Current Licenses: Series 63, 65, 7, SIE, Life Insurance

Worked with an existing book of business to analyze and grow clients' existing investments with tax efficiency Successfully and consistently provide exceptional confidence, compassion and clarity with clients and colleagues alike

Stay current on economic climate to best serve clients' needs. Financial Advisor / Legacy Wealth Strategies - Raleigh, NC 07/2021 - 11/2022 Licenses: Series 63, 65, 7, SIE, Life Insurance

Successfully built a clientele of 20 totaling $5 million AUM within my first year via active networking, cold calling and natural market

Provide advice and guidance on tax efficient investments, retirement and insurance to meet the clients goals both long term and short

Stay current on economic climate to best serve clients' needs. Sales & Marketing / H2O Kitchen & Bath - Raleigh, NC 02/2014 - 07/2021 Aggressively seek out and develop relationships with builders, remodelers, interior designers and homeowners Established ourselves as a one-stop shopping opportunity for their new home/remodel Doubled our website traffic weekly, effectively generating a “buzz” in the industry Successfully increased the showroom's profile via networking, hosting events, and utilizing the website and all social media

Met and exceeded sales goals within the first year

Sales

Sales & Marketing / FLOR, Inc - New York, NY 03/2010 - 12/2012 DJ

Successfully met annual sales goals shipping over $45k/month of an average $13/tile Developed and maintained a loyal client base within A&D industry as well as the end user Launched the first FLOR, Inc retail store in the east coast Developed loyal new client based as well as maintained previous client base for 2 years. Sales & Marketing / Design Within Reach - New York, NY 02/2003 - 03/2010 Successfully met annual sales goals selling $1+ million each and every year Ranked Top 10 sales person in the country

Launched the first and most profitable Design Within Reach retail store in the east coast Introduced and educated the A&D industry and end users to and about modern classic furniture and the mission of DWR

Developed and maintained a loyal client base for 5+ years. Sales & Marketing Manager / Pacific Studio - Seattle, WA 02/1998 - 03/1999 Successfully marketed a company pursuing construction of trade show booths and museum exhibits Created, wrote and designed all marketing materials including brochures, one-sheets, press kits, postcards Researched and developed contacts within the museum and trade show industry mostly by cold calling architects and museum directors.

Director of Marketing & PR / Hard Rock Cafe Inc - Los Angeles, CA 02/1994 - 06/1996 In charge of all restaurant entertainment events and promotions from idea to installation including booking bands to perform, securing radio, tv and newspaper sponsorship and garnering pre-event publicity. Publicity / EMI Records - Los Angeles, CA 02/1990 - 02/1994 Assisted publicists in garnering press for upcoming artist releases through TV, magazines and newspapers Responsible for press of 2nd tier artists and reissues. EDUCATION AND TRAINING

B.A.: Communications 06/1989

University Southern California - Los Angeles, CA

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