Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Cameron Johnson

Granite Bay

Summary

I am a dedicated professional known for my strong work ethic and unwavering passion for excellence. My commitment to going the extra mile and my enthusiasm for challenges make me a valuable asset in any team or organization. My drive for continuous improvement is at the heart of my success.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Advisor

Prudential Advisors
06.2023 - Current
  • Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educate clients on various financial matters and provide professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Develop comprehensive retirement planning strategies to help clients maximize retirement savings.

Insurance Sales Agent

State Farm
07.2022 - 03.2023
  • Generated quotes and proposals for clients to match individual needs.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.

Associate Banker

Chase Bank
08.2021 - 07.2022
  • Balanced teller drawers and ATM cash.
  • Opened, closed, and updated accounts for customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Evaluated client financial positions and identified most appropriate banking products.

Education

Bachelor of Science - Finance

University of Nevada Reno
Reno, NV
2022

Associate of Science - Business Administration

Sierra College
Rocklin, CA
2020

Skills

  • Sales Expertise
  • Client Relations
  • Financial/Data Analysis
  • Risk management
  • Microsoft Office
  • Account Management

Accomplishments

  • Honors Student

Certification

  • Series 7
  • Series 66
  • Property & Casualty
  • Life & Health
  • Variable Life & Variable Annuity

Timeline

Financial Advisor

Prudential Advisors
06.2023 - Current

Insurance Sales Agent

State Farm
07.2022 - 03.2023

Associate Banker

Chase Bank
08.2021 - 07.2022

Bachelor of Science - Finance

University of Nevada Reno

Associate of Science - Business Administration

Sierra College

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Cameron Johnson