Karsten Ortlip
Cumming
Summary
Dynamic Financial Advisor with proven expertise at Georgia Financial Advisors in relationship building and investment advice. Successfully fostered client loyalty through tailored financial strategies, enhancing portfolio performance. Recognized for exceptional analytical thinking and sales acumen, driving repeat business and ensuring high customer satisfaction in diverse environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor, Associate Manager
Georgia Financial Advisors
04.2024 - 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.
Shipt Shopper
Shipt
02.2021 - 04.2024
- Ensured safe transportation of perishable items by properly storing them during transit, resulting in decreased spoilage and increased customer satisfaction.
- Increased repeat business by providing exceptional customer service and addressing any concerns promptly.
- Balanced competing priorities while maintaining focus on delivering high-quality results for each individual order.
- Demonstrated attention to detail when selecting products, resulting in fewer returns and higher customer satisfaction.
Education
BBA - Business Management
Kennesaw State University
Kennesaw, GA05-2022
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Certification
Series 65
Series 63
Series 6
Securities Industry Essentials (SIE) Exam
Georgia Life & Health Exam
Languages
Spanish
Full Professional
Timeline
Financial Advisor, Associate Manager
Georgia Financial Advisors
04.2024 - Current
Shipt Shopper
Shipt
02.2021 - 04.2024
BBA - Business Management
Kennesaw State University
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