Salaried Financial Advisor

DAVE RODENBECK, MBA

**** ********** **.

COLUMBUS, OHIO 43219

CELL: 614-***-**** EMAIL: **********@*****.***

EXPERIENCE:

GENERAL EMPLOYMENT, COLUMBUS, OHIO

Talent Acquisition August 2012 – Present

• Provides staffing options including - direct hire, contract, and contract to hire

• Personally interviewed candidates to determine appropriate career path

• References and background performed for work history, education and certifications

• Sold $1,341,526 in investments since July 2011

HUNTINGTON NATIONAL BANK/Huntington Investment Company, COLUMBUS, OHIO

Senior Personal Banker/Registered Investment Representative May 2011 – August 2012

• Acts as an Investment Representative in prospecting and appointment setting

• Looks at ways to leverage funds to do appropriate financial needs analysis

• Determines suitability and risk in regards to current investment products

• Recommends investment products when appropriate to individual client

• Sold $1,341,526 in investments since July 2011

JP Morgan Chase, Lewis Center, Ohio September 2009 – May 2011

Financial Analyst

• Support over 20,000 branch bankers nationwide in their day-to-day activities

• Servicing Chase's retail assets totaling in the billions

• Experience in reviewing trusts, estates, legal and compliance issues

• Act as a liaison between Chase front office and back office

• Balanced an dynamic work environment working with an average of 80 cases a day

The Foresters, Columbus, Ohio/Denver, Colorado February 2005 - September 2009

Financial Advisor

• Did risk assessment and financial planning

• Sold annuities, life insurance, Roth IRA's, mutual funds, variable products

• Supported a book of business with over a million in assets under management

Farmers Insurance Group, Los Angeles, California May 2003 - May 2004

Agent

• Policy servicing including payment registry and application processing

• Serviced accounts by providing accurate up-to-date information

• Developed a client network from scratch totaling more than a hundred

EDUCATION:

Colorado Christian University, Lakewood, Colorado August 2009

Masters of Business Administration, GPA 3.78

Denison University, Granville, Ohio May 2003

Bachelor of Arts, Economics, GPA 3.5

Licenses:

• Current on Series 6, 63, 26

• Life and Health license

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