Sean Quinn Leonard
Thousand Oaks
Summary
While at Ameriprise, I excelled at the planning and client service aspects of the role, but struggled with the late nights of marketing required to generate enough leads to thrive in their program. While Ameriprise was the right place for me at the time, I am looking for a position that allows for more predictable evenings with my wife and young son.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Fiinancial Advisor
Ameriprise Financial
Los Angeles
04.2023 - Current
- My advisory practice focuses on goal-based planning rather than just investment management.
- My plans always include retirement, protection, and estate planning as a means of minimizing taxes between now and the transfer of wealth upon a client's death.
Loan Officer Assistant/Loan Officer
LIONSCOVE
Bellevue
07.2021 - 03.2023
- As a Loan Officer Assistant, I would collect and review underwriting items, order and evaluate appraisals, order and negotiate title needs, and coordinate funding with escrow and the borrower.
- I moved into a Loan Officer role, where I successfully learned to negotiate rates, restructure deals in response to credit or valuation issues, and reach solutions.
English II/English III Teacher
Agua Fria Union High School District
Avondale
07.2017 - 05.2021
- I exceled at connecting with students, choosing to work in the “co-taught” classes, where there is a Special Education teacher in addition to myself in the room.
- With this structure, we could individually accommodate 12-15 Special Ed students per class.
SAT/ACT Test Expert
Kaplan, Inc
Phoenix area
05.2015 - 09.2017
- I worked with classes of 8-12 students to ensure that students achieved their highest possible test scores to realize their goals of higher education.
Education
Bachelor of Science - Secondary Education (emphasis in English)
Grand Canyon University
05.2017
Skills
- Client education
- Financial planning
- Attention to detail
- Collaboration with team members
- Interpersonal communication
- Problem solving
- Solutions-oriented mindset
Affiliations
- Kiwanis Club of Thousand Oaks: Co-Chair, Youth Services Committee
- Boys and Girls Clubs of Greater Oxnard and Port Hueneme: Board Member
- Casa Pacifica: Investment Committee
Certification
- Series 7
- Series 66
- Life, Health, and Accident Insurance
Timeline
Fiinancial Advisor
Ameriprise Financial
04.2023 - Current
Loan Officer Assistant/Loan Officer
LIONSCOVE
07.2021 - 03.2023
English II/English III Teacher
Agua Fria Union High School District
07.2017 - 05.2021
SAT/ACT Test Expert
Kaplan, Inc
05.2015 - 09.2017
Bachelor of Science - Secondary Education (emphasis in English)
Grand Canyon University
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