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Experienced Financial Consultant with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Trading, Risk Management, Business Process Improvement, and Finance. Strong finance professional graduated from Butler University - College of Business Administration.
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Financial ConsultantThrivent Jan 2008 - PresentMinneapolis, Mn, UsDisclosure- For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that's customized for you. From strategies to help you grow your assets to preparing for retirement, I'll help you make informed decisions to stay on track with your goals.As a financial consultant, I have completed advanced education and licensing requirements. That means I can provide comprehensive, customized financial guidance to you. I also have access to a broader array of products to help you address your financial and investment objectives. No matter what your goals, time horizon or risk tolerance level, I can help you take steps to achieve your goals.Thrivent for Lutherans is a not-for-profit, Fortune 500 financial services membership organization helping more than 2 million members achieve financial security and give back to their communities. Thrivent and its affiliates offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance, bank products and more. As a not-for-profit organization, Thrivent creates and supports national outreach programs and activities that help congregations, schools, charitable organizations and individuals in need. For more information, visit Thrivent.com. -
Managing PartnerPawic Jun 1996 - Dec 2008Co-founder of an investment partnership that utilizes fundamental and technical analysis to maximize investment returns. Facilitate and communicate investor relations. Evaluating, monitoring, and selecting investments, while creating and implementing risk management. The investments have included debt (mortgage-back, high yield, and emerging), equities (ranging from growth, value, momentum, turn-around and foreign), and long-short indices.• Utilize leverage (creating asset-liability models) to maximize returns: 23% average annual gains in net asset values with over $175 million in transactions• Executing trades from small to large blocks to maximize profit and minimize risk: 83% profitable • Promoting financial literacy to the general public by creating and distributing 100 DVD’s through non-profit organizations
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Vice President Of Marketing And SalesAssurance Partners Bank May 1999 - Mar 2003Initially, charged with attaining approval of the first trade association chartered bank from the Office of Thrift Supervision. My responsibilities expanded to include the development and management of a national distribution program for consumer and commercial banking products to insurance companies, independent insurance agencies, and their policyholders. • Built and trained a professional team of 476 agencies• Established realistic production goals producing in excess of $20 million annually from insurance agents• Originated 100+ insurance companies acceptance of credit cards • Simplified sales processes: Consumer Loan Referral Models to Merchant Services• Selected and trained (40+) Residential Mortgage Brokers• Implemented an online consumer-oriented mortgage application process with Fannie Mae• Consistently lowered the annual marketing expenses by 20%+• Mentored sales managers of other financial institutions
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Underwriter / Marketing Manager / ProducerWestfield Insurance And Business Partners Jun 1992 - May 1999
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Financial AdvisorMonarch Financial Group Jan 1989 - Jan 1992
Scott Poore Skills
Scott Poore Education Details
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Butler University - Lacy School Of BusinessBachelor Of Science (Bs) -
Earlham College
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The American College Of Financial Services
Frequently Asked Questions about Scott Poore
What company does Scott Poore work for?
Scott Poore works for Thrivent
What is Scott Poore's role at the current company?
Scott Poore's current role is Financial Consultant at Thrivent.
What is Scott Poore's email address?
Scott Poore's email address is sp****@****bal.net
What is Scott Poore's direct phone number?
Scott Poore's direct phone number is +197835*****
What schools did Scott Poore attend?
Scott Poore attended Butler University - Lacy School Of Business, Earlham College, The American College Of Financial Services.
What skills is Scott Poore known for?
Scott Poore has skills like Investment Advisory, Investments, Trading, Risk Management, Retirement Planning, Wealth Management, Public Speaking, Team Building, Process Improvement, Change Management, Financial Strategies, Portfolio Strategies.
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