Darin Young Email & Phone Number

I was dedicated to the success of my clients through quality planning and thoughtful advice. I assisted clients in mapping action plans designed so they may reach their financial goals. I focused on each client's complete financial picture, from building a nest egg to passing assets on to heirs.• Recruited to provide retail investment services to high-net-worth individuals utilizing value-added, consultative marketing approach.• Managed up to 30 million in assets • Managed over 400… Show more I was dedicated to the success of my clients through quality planning and thoughtful advice. I assisted clients in mapping action plans designed so they may reach their financial goals. I focused on each client's complete financial picture, from building a nest egg to passing assets on to heirs.• Recruited to provide retail investment services to high-net-worth individuals utilizing value-added, consultative marketing approach.• Managed up to 30 million in assets • Managed over 400 accounts o Individuals, Small Businesses and Corporate Retirement Plans• WMS, Wealth Management Specialist • Retirement Plan Consultant Show less

Independent financial planning for individuals and small business owners. Focused on building uniquely close personal relationships with clients. Educated clients in solid long-term investment strategies

Managed the new and used car sales department. The responsibilities are as followed, but not limited to are as followed: • Managed day-to-day operations • Managed a staff of 15 salesmen and 2 F&I managers • Handled all marketing and advertising o Local Newspapers, Internet, Local Cable and all sales events• Handled all financial forecasts/ budgets on a monthly and yearly basis • Inventory • Proven success in managing customer service initiatives, which increased… Show more Managed the new and used car sales department. The responsibilities are as followed, but not limited to are as followed: • Managed day-to-day operations • Managed a staff of 15 salesmen and 2 F&I managers • Handled all marketing and advertising o Local Newspapers, Internet, Local Cable and all sales events• Handled all financial forecasts/ budgets on a monthly and yearly basis • Inventory • Proven success in managing customer service initiatives, which increased customer retention levels and customer satisfaction levels within highly competitive markets. Show less

Finance

Education record

Education record