I am a Series 7, 66 and Group One licensed Financial Advisor and Insurance Agent permanently relocated back home to the Dallas area. I am seeking a stable and upwardly-mobile position with a financial institution.
Licensed Relationship Banker
April 2014 to Present
I open and service consumer bank accounts and I build rapport with our customers to uncover assets to transition them to doing business with our Financial Advisor, Mortgage banker and Business partners at the branch.
I have been told by the JP Morgan Securities Affiliate Financial Advisor and Mortgage Banker at the branch that I have more than doubled the combined referrals of all the other bankers to them since I started. That is what I learned at Edward Jones and I am proud of that.
Church Ministeries and Community Outreach
March 2001 to Present
I am completing a twelve-year run in full-time church and community outreach work. Among many experiences, I am the most gifted in public speaking/motivation, in organizational administration, in business financial planning, in human resources and relations and as a free lance journalist for several small newspapers.
July 2013 to March 2014
All areas of financial advising/planning for individuals, businesses, non-profits, and churches. Building new book of business.
I have been heavily involved in multiple sources of networking and partnering as I attempt to build a book of business.
Networking and cold calling.
April 2000 to November 2011
I have opened two Edward Jones offices that are still operating today, one in Mesquite, TX and one in Prineville, OR. My experience includes marketing, advising and selling a wide variety of investment and insurance products and retirement planning, in addition to developing first class client relations with mu clients. I was with Jones for about 4 years within the dates listed above.
1989 to 2000
Westway Ford, Irving, Texas
Trophy Nissan, Mesquite, Texas
NOTE: In my 15 years in the Auto Dealership business, I have experience as a service consultant and manager; in sales and finance; and have managed several large rental companies (highlighted below) I have also been successful as a Customer Relations Manager/Liaison for two dealerships.
Total control of marketing, advertising, and management of vehicle fleets, including cars, truck and vans, ranging in size from 30 to 250 at Trophy. I inherited a 30 vehicle fleet at Trophy and grew it into a profitable 250 vehicle fleet. At Westway, I grew it from a 50 vehicle fleet to a profitable 200 vehicle fleet. It would have been bigger, but ownership changed directions and I could not grow it further. At Fuller I was the Director of Corporate Rental and Leasing as well as the Assistant Manager which including leasing to the United States Navy and Marines.
CUSTOMER/PUBLIC RELATIONS MANAGER
1989 to 1991
Responsible for customer satisfaction, loyalty, complaints or questions, especially for our service and rental clients. Responsible to contact our customers after their experience to assure their complete satisfaction on every area for our CSI scores and to develop lifetime client relations.
MASTERS in THEOLOGY
2002 to 2004
BACHELORS in PASTORAL/THEOLOGY
1983 to 1987
BACHELORS in COMMUNICATIONS/RADIO & TV BROADCASTING
1978 to 1981
SKILLS: Teaching; public speaking; writing of various types, including newspaper column; business administration; church and school administration; financial planning; business management; client relations.