Dunn Anderson Email & Phone Number

Arizona, United States

Dunn Anderson is a licensed mortgage loan originator servicing Arizona, Georgia and Texas with (CA and FL Pending),

Phoenix, Arizona

Columbia, Maryland

• Developed own client base without senior partnerships.• Independently established client base.• Fastest to contract in the history of the Columbia, MD AXA Advisors branch.• Within 2 months of employment issued 18 Life Insurance Policies.

Hunt Valley, Maryland

• Responsible for assisting self-directed clients with account related issues.• Enhanced client experience by probing into lifestyle needs in order to position services that were suitable for each client.• Providing solutions to time sensitive account related issues.• Performed minor clerical duties such as account maintenance.• Peer sales coach and mentor.

Owings Mills, Maryland

• Responsible for consulting both current and future clients concerning mutual funds and individual retirement accounts.• Placed time sensitive trades for client’s portfolios.• Providing tax and guidance information that can impact the clients bottom line.• Retained clients buy educating them with regard to market volatility.• Upsold clients on potential services via a consultative approach.

Timonium, Maryland

• Responsible for assisting clients with all transactions of Real Estate (buying, selling, renting and investing).• Responsible for developing marketing, prospecting and lead generating strategies. • Designed marketing strategies in order to increase clientele during market shifts. • Maintained close relationship with individual consumers in order to reduce customer churn. • Created presentations for potential clientele.