Christopher Varnell - Financial Advisor Resume Simple
Financial advisor with over 10 years of experience in the financial services industry. I have a proven track record of success in the areas of finance, and sales.
networking, training, series 7, research, tax, clients, insurance
marketing, business development, liaison, organization, territory, mobile, implementation, military
Federal Reserve Bank
Conduct research on financial products, tax strategies, and insurance needs to help clients achieve their goals. Responsible for training new advisors on the use of Microsoft Word, Excel, and other networking.
Sales: Managed and maintained client relationships, including the development of new and existing clients. Provided guidance to the financial advisor.
Series 7, 63, 65, and life insurance licenses.). Licensed in Pennsylvania, Ohio, Colorado, Washington, Oregon, and Montana.
Review financial plans to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Analyzed clients' financial status and progress to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Develop financial plans to meet clients' financial goals and objectives. Refer clients to appropriate investment strategies to achieve their financial goals.
Regional Account Manager
Primary liaison between the organization, the development of the new York state, and the Florida department of education, the implementation of the marketing and collection of the national cancer Institute.
Responsible for the development of the new business development process for the entire company. Including the creation of a new web based mobile app.
Serve as a member of the national Association of military and community health care services. This includes the development of a new territory, and the creation of a new and existing financial center.
Responsible for the development of the annual budget and quarterly forecasts. Provide guidance to the financial management team on the preparation of the budget.
Assist in the development of the annual program plan. Prepare and present monthly briefings to the executive Director. Provide guidance to the financial management team.
Prepare and submit monthly project cost reports to the government. Assist with the preparation of the annual budget and quarterly forecasts.