Accredited Financial Councelor

PHILIP NETLOLICKY

Gulf Breeze, FL

305-***-**** adxkle@r.postjobfree.com

FINANCIAL COUNSELOR FINANCIAL ADVISOR WEALTH MANAGEMENT

Driving Business Revenue by Providing Investment Solutions to Customers

Top-performing financial educator and coach with 15 years of sales experience. Seasoned financial professional who utilizes counseling expertise, market knowledge, and credentials to create customized investment strategies for clients to maintain a healthy financial path. Adept at exceeding client objectives by providing comprehensive financial education that cultivates lasting client relationships. A meticulous, high-energy leader with strong personnel management skills.

AREAS OF EXPERTISE:

MS Office – Excel, Word, Publisher, and PowerPoint Crystal Reports OneNote Outlook Salesforce QuickBooks Peachtree and Access Financial Portfolio Management Financial Analysis Budgeting & Strategic Planning Customer Service Relationship Management Problem-Solving Critical Thinking Decision-Making Teamwork

PROFESSIONAL HIGHLIGHTS

Personal Financial Counselor - Zeiders Enterprises, Inc – Tyndall AFB (January2022 to July 2022)

Contributions Snapshot

Educate and counsel service members about retirement systems and provide financial models to assist in establishing comprehensive retirement plan. Facilitate briefing designed to promote awareness on various personal finance topics. Identify immediate and long-range measures to increase income, reduce household expenditures, avoid additional financial burdens, money management, and credit history ratings.

Personal Financial Counselor - Zeiders Enterprises, Inc – Eglin AFB (Aug 2018 to January 2022)

Contributions Snapshot

Educate and counsel service members about retirement systems and provide financial models to assist in establishing comprehensive retirement plan. Facilitate briefing designed to promote awareness on various personal finance topics. Identify immediate and long-range measures to increase income, reduce household expenditures, avoid additional financial burdens, money management, and credit history ratings.

Accomplishments

Promoted to teach 4 financial training classes

Personal Financial Manager - Tek Source – NAS Whiting Field (Aug 2016-Aug 2018)

Contributions Snapshot

Coordinated, publicized, and provided wide variety of Personal Financial Management classes/workshops and Command Financial Specialist training for service members. Provided individual financial counseling and assisted in establishing extended absence financial plans. Planed, organized, and developed new curriculum delivered by staff providing basic Personal Financial Management Education and training per client request.

Accomplishments

Personal finance manager of the quarter selected 3 times out of 215 PFMs

Financial Advisor - Navy Federal Financial Group – Pensacola, FL (Nov 2015-Jul 2016)

Contributions Snapshot

Maintained growth into high dollar/complex accounts establishing and developing long-term business relationships with clients. Executed and documented client/broker purchased, interfaced sales orders with clearing brokers and researched discrepancies. Monitored and tracked sales performances; create strategies to ensure individual and corporate goals are achieved. Managed complex, high dollar volumes requiring advanced decision making, analytical, and planning skills.

Financial Advisor - Independent Contractor - Primerica –Jupiter, FL (Mar 2015-Nov 2015)

Contributions Snapshot

Identified and recruited financial advisors. Assisted middle-class families with financial targets and planned for retirement. Structured investors’ portfolios based on their goals.

Investment Counselor -David Lerner Associates, Inc – Boca Raton, FL (Mar 2014 – Mar 2015)

Contributions Snapshot

Contacted over 75 clients per day to secure target number of appointments each week. Met prospective clients before they invest, identified objectives and risk tolerance; guided investors in achieving financial goals. Structured portfolios using investments based on real values.

Financial Advisor - Merrill Lynch/Bank of America – Palm Beach Gardens FL (Jan 2013-Jan 2014)

Contributions Snapshot

Called over 75 prospective and referrals clients per day, scheduled appointments to discuss their financial needs and objectives. Analyzed information provided and created solutions to meet clients’ objectives. Educated customers on their financial targets based on their needs and requirements. Implemented financial planning strategies; provided recommendations on financial options to achieve their goals.

Sales Representative - Yellow Book USA – Islamorada, FL (Feb 2003-Dec 2012)

Contributions Snapshot

Marketed and promoted print directories, searched engine advertising and websites to existing and prospective advertisers in Monroe County, Homestead, and South Miami Territory. Exceeded sales targets creating and managing marketing campaigns in timely manner. Mentored and trained new hires.

Accomplishments

Made Presidents club 5 out of my 9 years

EDUCATION

MBA, THE UNIVERSITY OF IOWA

Concentration in Finance and Investments GPA: 3.5/4.0

BA FINANCE, THE UNIVERSITY OF SOUTH FLORIDA

Extensive Accounting Work GPA: 3.0/4.0

LICENSES

Series 7, 66, and Florida resident insurance license 0215 – Life Including Variable Annuity & Health

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