George Limon - Financial Advisor Resume Simple
SUMMARY
I am a highly motivated, dedicated, and conscientious individual who is able to work in a fast-paced environment. I have a strong work ethic and determination to complete tasks.
SKILLS
  • networking, securities, prospecting, insurance
  • non profit
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Financial Advisor

    84 Lumber

    • Prospecting, networking, and hosting seminars to educate and consult with the securities and insurance industry. Also, provide financial advice to clients.
    • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. **** managed portfolios.
    • Develop and implement a comprehensive financial plan for clients based on their needs and goals. Provide a personalized approach to the client’s financial situation.
  • 2017-12-252017-12-25

    Vice President

    Salve Regina University

    • Worked with a team of 6 to develop a new financial system for the non-profit organization's charitable Foundation.
    • Led the development of a new business model that increased the efficiency of the business by 9%. Developed a strategic plan to track and report on the financial performance of the company.
    • Led the development of a new business model that increased revenue by over 35%. Developed a strategic plan to increase profitability and improve profits.