Forrest Six

Forrest Six Email and Phone Number

Registered Professional @ Himelick Financial Group
Cedar Park, TX, US
Forrest Six's Location
Cedar Park, Texas, United States, United States
About Forrest Six

Registered Professional at Himelick Financial Group7200 N Mopac Expy Ste 170 Austin, TX 78731 Registered representative of Cetera Advisor Network, LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. ---I have over 5 years of experience working in operations management and 3 in the investment industry. Currently, I work as a Registered Professional at Himelick Financial Group, where I research potential investment portfolios and assist in an administrative capacity with regards to financial planning for clients, lead IT infrastructure and operations process improvement. My greatest sense of accomplishment comes from helping people achieve their financial goals! I'm deeply passionate about creating and nurturing relationships that help people navigate their financial lives and work towards achieving their goals.Previously, I worked at EVO Entertainment as the Attractions Manager, building hiring, training, and personnel retention programs from the ground up. In this role I also directly managed a team spanning 5 different departments and 40+ team members. If you catch me outside of work, I'm an outdoorsman at heart - and an avid lover of football, fishing, and golf!Competencies: MoneyGuidePro, Morningstar Advisor Workstation, MS Excel, NetX 360, Redtail, Salesforce, Vendor and Relationship Management, Training, Process Improvement, and Procedure Implementation.

Forrest Six's Current Company Details
Himelick Financial Group

Himelick Financial Group

View
Registered Professional
Cedar Park, TX, US
Employees:
8
Forrest Six Work Experience Details
  • Himelick Financial Group
    Himelick Financial Group
    Cedar Park, Tx, Us
  • Himelick Financial Group
    Registered Professional
    Himelick Financial Group Dec 2020 - Present
    Austin, Texas, Us
    Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.Himelick Financial Group7200 N Mopac Expy., Suite 170Austin, TX 78731(512) 580-0401
  • Charles Schwab
    Financial Consultant Academy
    Charles Schwab Jun 2019 - Sep 2020
    Westlake, Texas, Us
    • Exhibited consultative sales skills through a needs-based process to provide helpful and relevant solutions to clients while building relationships with clients and explaining complicated subjects to clients in a way they could easily understand.• Demonstrated ability to quickly establish trust and rapport with clients over the phone through inbound service and trading interactions and serve clients with passion and integrity.• Studied for and passed FINRA SIE, Series 7, and Series 66 licensing exams - all on the first attempt
  • Evo® Entertainment Group
    Attractions Manager
    Evo® Entertainment Group Nov 2015 - Jun 2019
    Austin, Texas, Us
    As part of a promotion from Guest Experience Manager, I gained management control of the EVO Entertainment game room in addition to the previous responsibilities I had as Guest Experience Manager. Within the first month of promotion I led the transition from Bowling and the Game Room being two separate departments to being one in the same. A process that involved the cross-training of over 20 hourly employees.After the merge was officially deemed complete, I undertook a complete overhaul of the redemption store room allowing for constant restocking of our redemption store to take place while allowing for better inventory controls and management. This also helped to move approximately 50-60% of our redemption items that were not on display within one month since the reorganization.
  • Evo® Entertainment Group
    Guest Experience Manager
    Evo® Entertainment Group Mar 2015 - Nov 2015
    Austin, Texas, Us
  • Evo® Entertainment Group
    Bowling Desk Representative
    Evo® Entertainment Group Nov 2014 - Mar 2015
    Austin, Texas, Us

Forrest Six Education Details

  • Texas State University
    Texas State University
    Management
  • Austin Community College
    Austin Community College
    Accounting
  • Texas State University
    Texas State University
    Accounting

Frequently Asked Questions about Forrest Six

What company does Forrest Six work for?

Forrest Six works for Himelick Financial Group

What is Forrest Six's role at the current company?

Forrest Six's current role is Registered Professional.

What schools did Forrest Six attend?

Forrest Six attended Texas State University, Austin Community College, Texas State University.

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