David Borer, CLU

Created and cultivated trustworthy professional and client relationships. Prospected new business opportunities. Discovered existing client / prospect objectives & concerns. Demonstrated competent support and resource capacity. Ran effective fact finding consultations to determine fiduciary best-interest solutions. Created, presented, and implemented customized financial strategies regarding asset protection, wealth creation, retirement planning, education funding, tax mitigation, and estate planning. Reviewed, maintained, and serviced existing accounts beyond compliance protocols. Developed new advisors. Managed time efficiently to maximize high-value activity.

Mentored financial service professionals in investments, investment strategies, investment-related language, sales techniques, and western business acumen. Constantly outsourced to various corporations to conduct staff training & development.

Lead Server: Responsible for absolute client service. Unfettered attention to detail, aptness to listen to clients' needs & desires, and personable social skills are critical to success.

Handled large equity block orders, bond purchases, & options trades for institutional money managers and high-net worth individuals. Developed business by sourcing new accounts via referrals and cold outreach. This position required Series 7, 63, 55, 4.

Reviewed positions & holdings by appointment. Educated clients on our wide range of products & services. Tailored investment strategies to KYC regulations. Strengthened relationships via cross-selling. Worked with experts in Trust, Mortgage, Small Business, Insurance, Tax Services, and Lending. Provided an exceptional banking experience. Increased branch & regional revenues.