James Booth Email & Phone Number

Norwalk, CT, US

San Francisco, California, US

• Provided quality financial services to affluent and affluent potential customers in need of banking, borrowing, or investing solutions by utilizing a team of financial professionals.
• Educated customers about available bank products and bank services and bank educational resources.

Medford, New York, US

• Delivered financial services and education as an advisor through the wealth management program at the credit union with 63,000 members and 10 branch locations.
• Served as a subject-matter-expert and provided on-the-job training to 30+ tellers and 30+ financial service representatives to improve the member experience.

Tarrytown, NY, US

• Adapted rapidly to the changing needs of clients during the COVID-19 pandemic and increased revenue by engaging clients through social media.
• Coordinated appointments and consultations with clients, strengthened client relationships, and generated continuous referral streams within the community through active participation in the Chamber of Commerce.

Olathe, KS, US

• Applied knowledge and experience to drive sales of Medicare and health insurance products and maximized upselling and cross-selling opportunities to increase profits.

Norwalk, CT, US

• Utilized communication and interpersonal skills to solicit appointments daily to market the company’s wide range of property and casualty productions.
• Cultivated and strengthened relations with homeowners to drive business growth in a competitive industry.
• Networked to grow using various centers of influence including local chamber and civic clubs.

Orlando, FL, US

• Oversaw $10MM of clients’ portfolios and made investment opportunities to achieve financial goals.
• Counseled clients on a range of financial matters and promoted products and services to help clients achieve revenue goals.
• Reviewed will, insurance policies, and corporate contracts, alerted clients to any concerns, and aided customers with the planning for and funding requirements using mutual funds and other strategies.

San Diego, CA, US

• Formulated strategic financial plans for 100+ clients and personally administered $20MM of clients’ investment portfolios.
• Supported investments and employee education initiatives for 5+ major 401K plans with total assets of over $10MM for 200 employees and developed strategies to meet financial objectives.
• Managed $3MM in assets of a major firemen’s union, administered payment of death and disability claims.

Appleton, Wisconsin, US

• Leveraged communication and interpersonal skills to assess income, expenses, and financial/investment goals of clients, and developed strategic plans to achieve goals while minimizing risks.
• Trusted to administer $10MM of clients’ investment portfolios, recommended investment opportunities based on the availability of assets, and implemented an effective diverse wealth management strategy.
• Gained the trust and confidence of clients, communicated the value/risks associated with financial products, and recommended investment opportunities based on needs and asset availability.

Syracuse, New York, US

• Served the needs of 500+ clients of the Suffolk County National Bank, sold products including securities, insurance, and annuities, and recommended investment opportunities based on financial goals and assets

Bachelor Of Science, Political Science

Financial Planning Education Program, Financial Planning And Services

High School, Regular/General High School/Secondary Diploma Program