John Phillips Email & Phone Number

Nashville, Tn, Us

Nashville, Tennessee, United States

• Conducted thorough research on a wide range of investment strategies and performed detailed evaluations of diverse stocks and ETFs.• Participated in client meetings focused on portfolio management and retirement planning, contributing to discussions on tailored financial solutions.• Managed and updated client portfolios while optimizing investment strategies to enhance performance and align with clients' financial goals.• Promoted UBS financial services to prospective high-net-worth clients by enhancing Financial Advisors' websites and optimizing their social media presence.

Knoxville, Tennessee, United States

• Managed a team of 100 plus members and led a recruitment committee to ensure an effective process, which requires team management skills as well as public speaking skills. • Managed a $10,000 dollar recruitment budget, worked with my chapter’s 200 members to hold events across the country to reach potential new members.• Network with and manage around 1,000 potential new members a semester.• Participate in the Social, Recruitment, and Philanthropy Committees.

Hendersonville, Tennessee, United States

• Conducted numerous tours with a consistent record of achieving the highest sales rate for consecutive months. • Proficient with ABC software .• Marketed memberships and conducted outbound calls to engage prospective clients in membersip discussions.

Hendersonville, Tennessee, United States

Bachelor Of Science In Business Administration, Finance, Junior

High School Diploma