Conner B. Email & Phone Number

Denver, Colorado, United States

• Worked with wealth advisors and their clients with asset movement, enrollments, trading, and account maintenance.• Executed trades for clients (stocks/ETF’s, options, fixed income and mutual funds), while also guiding and educating clients to manage their own accounts online.• Showcased efficient problem solving and adaptive thinking during conversations with clients and business partners to resolve errors and mistakes.• Trained new hires on systems & procedures and provided on the call mentoring.

Greater Denver Area

• Assisted clients in understanding their retirement options and provided guidance in income planning and investments.• Engaged in deep conversations with clients to better understand their retirement needs and provide better solutions.• Improved customer service skill set and worked to provide the most efficient service to clients.

Greeley, Co

• Provide efficient delivery services• Outstanding customer service• Effective communication skills with businesses• Proficient in the use of technology provided by the company

Greeley Co

• Observe professional financial planners work with their clients• Complete daily office tasks consisting of filing and scanning documents• Challenged to think critically through diverse client scenarios • Gain knowledge of retirement planning, health insurance, life insurance, and Medicare plans

Denver, Co

• Resident Producer: Accident & Health, Life (State of Colorado) o Certified to sell Life Insurance • Developed time management skills • Organized my daily routine for full productivity• Conducted phone calls to people of all ages• Improved communication skills in person and via teleconferences• Advised people on financial security• Analyzed people’s financial situation to provide a customized, detailed financial plan • Networked with other financial advisors and prospective clients

Greeley, Co

• Received sales training ranging from company videos and interacting with sales leaders• Worked with a large group of sales associates• Set sales goals for myself every day and strived to exceed them• Achieved top performance status each month• Interacted with customers in various situations• Adapted my sales approach for each individual customer• Learned body language and facial cues• Developed rapport with each of my customers• Furthered my knowledge of other departments in the store to become a universal employee

Broomfield, Co

• Provided food service to a diverse group of customers• Addressed customer complaints effectively and resourcefully• Multitasked between making a quality pizza and tending to all customers’ needs• Exceeded expectations for pizza making skills and speed• Worked as a team with all my co-workers

Denver, Co

• Utilized dual screens and technology to accomplish research on stocks• Learned to use the Bloomberg Terminal to monitor and analyze real-time financial market data • Observed professional stock brokers placing trades in real-time• Conducted research on a variety of blue chip stocks• Trained on fundamental and technical analysis for researching stocks • Created an assessment of all researched stocks• Followed my investments for seven months

Bachelor Of Business Administration (Bba), Finance, General

Activities and Societies: FMA International (Financial Management Associations) 2016-2018: Student Chapter at the University of Northern.

Bachelor Of Arts - Ba, Economics