Marc Brooks, Mba, Cfp® Email & Phone Number

Atlanta, Georgia

Expanded the territory, covering the Southeastern United States, including Georgia, North Florida, Alabama, Tennessee, North Carolina, South Carolina, and Kentucky. Focused on client relationship-building and revenue generation to secure a stable income and future responsibilities. Developed leads by arranging branch visits, delivering presentations, and creating connections with branch managers and executive decision-makers. Conducted seminars as a keynote speaker to promote the organization's services. Oversaw the complete sales cycle and ongoing client servicing, including multiple meetings, customized investment portfolio creation, and asset transfers. Coordinated with the Trading Group to incorporate individual positions and introduced clients to the financial planning group for effective financial planning. Supported CMG's fastest-growing strategic partner referral programs in key markets.Highlights of accomplishments in this role include:• Nurtured relationships with major custodians, such as TD Ameritrade, Charles Schwab, and Fidelity Investments to position the company among registered investment advisors while collaborating with 25+ branches.• Maintained an average client retention rate of 96% and generated additional opportunities through lead generation from various online platforms, including LinkedIn, Facebook, and Google.

Indianapolis, Indiana Area

Focused on retirement planning, asset management, legacy planning, tax-efficient income planning, and incapacity planning. Encouraged clients to retain assets with TIAA CREF post-retirement by facilitating asset transfers to self-managed retail accounts within the company. Persuaded clients to relinquish control over financial matters through financial guidance and wealth management services. Promoted and sold financial products, including investment portfolios, life insurance products, and annuities to generate additional revenue. Led a client base of approximately 350 clients.Highlights of accomplishments in this role include:• Engaged with highly intelligent and accomplished clients, such as world-renowned doctors and professors to gain clients' trust in wealth management expertise.• Specialized in wealth management for clients holding 403B retirement plans through diverse institutions.

Oregon & Northern California

Acquired and surpassed the target of onboarding 10 new 401(k) plans annually. Assisted clients and employees in the enrollment process for 401(k) plans, ensuring accurate and timely setup of accounts. Verified plans in line with government regulations. Resolved client inquiries and issues by collaborating with internal teams to address technical and administrative challenges.Highlights of accomplishments in this role include:• Provided exceptional customer service to clients, offering guidance related to 401(k) retirement plans, including plan details, contributions, and investment options.• Organized educational seminars and workshops to promote financial literacy among 401(k) participants by 75%.

Vancouver, Washington

Denver, Colorado

Master Of Business Administration (Mba)

Awarded The Kelley Coin: Awarded To Full-Time MBA Students, Faculty, Staff, and Alumni Who Demonstrate Values Of Integrity, Excellence.

Financial Planning

Bachelor Of Science

Activities and Societies: Alpha Tau Omega Fraternity (Public Relations Chairman)