Wayne Cummings Email & Phone Number

Phoenix, AZ, US

Scottsdale, AZ

Covering AZ/UT

• Developed and increased sales in a 6-state territory to consistently rank as a top wholesaling team (AZ, CO, UT, NM, KS, MO)
• Cultivated relationships by phone and in person with advisors in the wire house, RIA, and B/D channels
• Increased sales by 69% with advisors that participated in my online presentations
• Prepared and conducted product and value add presentations for advisors, their clients, and co-workers
• Traveled extensively within my territory to conducted client… Show more
• Traveled extensively within my territory to conducted client events, presentations, and conventions

• Developed relationships with high net worth clients to address retirement, investing, and estate needs
• Conducted seminars on various topics including market commentary and asset allocation strategies
• Analyzed investments including stocks, bonds, mutual funds, annuities, and structured products
• Researched market, sector, and individual company trends
• Performed financial transactions pertaining to investment and cash flow needs

• Directed marketing and prospecting efforts for a partner financial advisor
• Interacted with clients by phone and face to face
• Researched investments based on individual client needs and circumstances
• Maintained prospect database to identify high net worth individuals to extend our client base
• Prepared asset allocation reports including performance, risk, and benchmark analysis

• Organized prospecting campaigns through mailings, seminars, and client appreciation events
• Analyzed portfolio risk on accounts including allocation and mutual fund selection
• Contacted clients, prospects, business owners by phone extensively
• Helped prepare client presentations and portfolio reviews