ALAN PERDUE

**** ******** ****** ******, *****, *6209

469-***-****

940-***-****

adyuag@r.postjobfree.com

MERRILL LYNCH, DENTON, TEXAS

Assistant Vice President, Financial Solutions November 2022-2023

●Providing holistic Retirement Planning and Investment advice for high value accounts within FINRA regulation BI

●Building portfolios for clients in advisory led accounts

●Providing investment opportunities options for clients with brokerage and retirement accounts

FIDELITY INVESTMENTS, WESTLAKE, TEXAS

Workplace Planning Consultant, June 2021-2022

●Providing holistic Retirement Planning and Investment advice for high value accounts within FINRA regulation BI

●Successfully onboarding and mentoring of new consultants

Retirement Planner, Oct 2018 – June 2021

●Onboarding participants by delivering fundamental and complex investment guidance while supporting consolidations

●Top 20% of all retirement planners in Tax Exempt Market

●Successfully helping onboard and mentor new Retirement Planners

Workplace Planning Associate, Apr 2017 – Oct 2018

●Top ten nationally in job role 2018 - 2021

●Helped lead the Connect and Advance function nationally with language for the WPA 2.0 rollout

●Effectively built rapport opening conversations around the customer’s financial goals using consultative strategies

CERBERUS CAPITAL MANAGEMENT, IRVING, TEXAS

Sales Manager, Jan 2010 – Jan 2014

●Oversaw both retail and field sales operations. Increased revenue average of 15% year over year

●Recruited, trained and retained a strong sales force through detailed onboarding processes and engagement strategies

●Built strong corporate customer generated revenue through needs based investigation and relationship building

FRONTBURNER RESTAURANT GROUP, ADDISON, TEXAS

Market Partner, Jul 2006 – Jun 2010

●Complete P&L responsibility for four restaurants grossing over twenty million dollars per year

●Led a customer service and sales based strategy to increase profits over six million dollars year over year

EDUCATION

UNIVERSITY OF TEXAS AT SAN ANTONIO, SAN ANTONIO, TEXAS

Political Science

SAN ANTONIO COLLEGE, SAN ANTONIO, TEXAS

General Studies

PROFESSIONAL LICENSES

●Series 7

●Series 66

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