Mark Stanger
Maple Grove
Summary
Dynamic Financial Advisor with a proven track record at Landmark Financial Services, specializing in tailored investment strategies and relationship management. Expert in risk assessment and financial forecasting, I have successfully enhanced client portfolios, fostering trust and loyalty while ensuring compliance with industry standards. Committed to empowering clients through education and personalized financial planning.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Financial Advisor/President
Landmark Financial Services
White Bear Lake, MN
04.2012 - Current
- Developed tailored financial plans based on client goals and risk tolerance.
- Conducted comprehensive market research to identify investment opportunities.
- Analyzed client portfolios for performance and recommended adjustments.
- Facilitated client meetings to discuss financial strategies and progress.
- Educated clients on various financial products and services available.
- Collaborated with team members to streamline client onboarding processes.
- Implemented compliance measures to ensure adherence to regulatory standards.
- Mentored junior advisors, enhancing team knowledge and performance levels.
- 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Financial Advisor
North Star Resource Group
Minneapolis, MN
01.2002 - 04.2012
- Developed tailored financial plans for diverse client portfolios, enhancing overall investment strategies.
- Conducted in-depth market analysis to identify emerging trends and opportunities for clients.
- Collaborated with clients to assess financial goals and risk tolerance, ensuring personalized service delivery.
- Streamlined client onboarding processes, improving efficiency and client experience.
- Provided ongoing portfolio management, adjusting strategies based on market fluctuations and performance evaluations.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Education
Associate of Arts - Finance
Hamline University
Saint Paul, MN05.1994
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Critical thinking
- Retirement planning
- Attention to detail
- Debt management
- Financial advising
- Risk assessment
- Client relations
- Wealth management
- Process improvement
- Financial forecasting
- Asset allocation
- Retirement needs
Certification
- ChFC - Chartered Financial Consultant
- CLTC
- CLU
Timeline
Financial Advisor/President
Landmark Financial Services
04.2012 - Current
Financial Advisor
North Star Resource Group
01.2002 - 04.2012
Associate of Arts - Finance
Hamline University