Stephen Jimenez Email & Phone Number

Lehi, Utah, US

- Generated leads through canvassing and networking.- Successfully managed and overcame prospect objections.- Demonstrated desire for professional development and quickly advanced in company.- Educated and closed prospective customers by building personal trust in product, company, and process.- Maintained strong customer pipeline and earned referrals from.

- Marketed to prospective clients on a daily basis, setting and executing introductory-closing meetings to be ran jointly with experienced advisors. - Worked with clients to develop financial forecasts, asset allocation maps in various software types. Explored various financial vehicles to achieve client goals.- Collaborated with senior advisors in.

Lead a chapter of 100+ members and an executive board of 20+ to a productive academic year, fulfilling and exceeding all of our requirements in grades, community service and professional programming. Managed all risk and liability of the chapter as well as keeping camaraderie as a top priority of a functioning chapter. Coordinated with Inter Fraternity.

As Director of Philanthropy for Phi Gamma Delta I coordinated with international headquarters and the United Service Organization to set up multiple events to benefit their cause. Phi Gamma Delta's international philanthropy is the "Fiji Islander" and is a week long philanthropy consisting of sports competitions, serenades, a talent show and a beneficial.