Christopher Wallace
Canton
Summary
As a newcomer working at Financial Advisor at Wallace Financial Group, I found I excel in transforming client portfolios through expert investment advice and honest relationship management. My knack for financial education and strategic portfolio construction has consistently enhanced client wealth and knowledge.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Wallace Financial Group
09.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Golf Cart Attendant
Reynolds Plantation at Lake Oconee
11.2022 - 05.2023
- Ensured timely availability of carts for customers by promptly preparing and staging them prior to tee times.
- Prepared golf carts daily by stocking pencils, tees, scorecards, and towels.
- Contributed to a positive atmosphere by fostering friendly interactions between staff and guests.
- Assisted golf club members by carrying clubs from range to cart and setting stations with required balls.
After-School Teacher
Hickory Flat Elementary School
09.2020 - 05.2021
- Observed and monitored children's play activities to promote healthy, safe environment.
- Organized and supervised games and recreational activities to promote physical, mental and social development in children.
- Developed strong relationships with students, fostering a positive classroom environment conducive to learning.
- Prepared after-school enrichment activities for children to encourage student participation.
Cashier
Cheeseburger Bobby's
05.2019 - 09.2020
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Education
Sequoyah Highschool
Canton,GABachelor Of Business - Business
University of North Georgia
Watkinsville, GABachelor Of Business - Business
Georgia College And State University
Milledgeville, GASkills
- Investment advice
- Relationship building and management
- Financial educating
- Portfolio construction
Timeline
Financial Advisor
Wallace Financial Group
09.2024 - Current
Golf Cart Attendant
Reynolds Plantation at Lake Oconee
11.2022 - 05.2023
After-School Teacher
Hickory Flat Elementary School
09.2020 - 05.2021
Cashier
Cheeseburger Bobby's
05.2019 - 09.2020
Sequoyah Highschool
Bachelor Of Business - Business
University of North Georgia
Bachelor Of Business - Business
Georgia College And State University
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