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

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

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

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