Financial Advisor Sales Management

DAVID THOMA*

***** ******** *** **

Lakewood, WA 98499

******@*******.***/ 253-***-****

OBJECTIVE

To use my entrepreneurial and sales management expertise to drive bottom line results and improve process efficiency for a company in the Greater Seattle/Tacoma community.

EXPERIENCE

2008-2016 Insured Income Solutions, LLC Bellingham,WA

Managing Director & Portfolio Manager

Managed sale of various financial products to meet specific customer needs

Delivered customized investment opportunities and strategies to help individuals achieve short and long-term financial goals including college savings plans, personal investment, retirement, etc.

Provided financial education around cash flow efficiency and debt elimination to individuals and families

Provided financial education and services for small to medium size local businesses on finance capital and tax reduction strategies

Managed company operations including bookkeeping, scheduling, community outreach, and development of contract partnerships

2003-2008 Kimbler & Thomas Financial Bellingham,WA

Co-President & Chief Operating Officer, Portfolio Strategist

Managed sale of various financial products and portfolio management services to meet specific client objectives

Developed individualized financial plans and strategies for achievement of clients’ long and short-term financial goals

Managed investment portfolios for 300+ clients

Management of company operations

2001-2003 First Union Securities Bellingham, WA

Financial Advisor

1999-2001 Edward Jones Bellingham, WA

Financial Advisor

1996-1999 Central Plus Bellingham, WA

Financial Advisor

1988-1998 Gais Bakery Seattle, WA

Sales Manager

SPECIAL SKILLS

SALES MANAGEMENT, PORTFOLIO MANAGEMENT

INVESTMENTS & STRATEGIC PLANNING

FINANCIAL EDUCATION

BANKING

BUSINESS DEVELOPMENT

CUSTOMER SERVICE

EDUCATION

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