Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Chris Bezoni

PLAINFIELD

Summary

Dedicated Financial Advisor with expertise in developing personalized financial plans and maintaining strong client relationships. Proven ability to analyze investment portfolios and educate clients on effective strategies.

Overview

41
41
years of professional experience
1
1
Certification

Work History

Financial Advisor

Allstate Financial Services, LLC
Greenwood, IN
06.2019 - Current
  • Developed personalized financial plans to meet client goals and objectives.
  • Analyzed investment portfolios, recommending adjustments for optimal performance.
  • Educated clients on various financial products and investment strategies.
  • Built and maintained strong client relationships through regular communication and follow-ups.

Financial Advisor

Edward Jones
Indianapolis, IN
07.2012 - 11.2018
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Store Manager

Walmart
Normal, IL
01.1993 - 07.2011
  • Oversaw daily store operations to ensure optimal customer service and compliance with company policies.

Missouri Army National Guard

State of Missouri
Kirksville, MO
01.1986 - 01.1995

Helped fire and maintain a 155mm Howitzer. Honorably Discharged at the rank of E5.

Education

MBA - Finance

University of Missouri
Columbia, MO
12-1992

Bachelor of Science - Accounting

Missouri State University
Springfield, MO
05-1991

Skills

  • Investment advice
  • Relationship building and communication
  • Analytical thinking

Certification

Series 66, Series 7, Life Insurance

Timeline

Financial Advisor

Allstate Financial Services, LLC
06.2019 - Current

Financial Advisor

Edward Jones
07.2012 - 11.2018

Store Manager

Walmart
01.1993 - 07.2011

Missouri Army National Guard

State of Missouri
01.1986 - 01.1995

MBA - Finance

University of Missouri

Bachelor of Science - Accounting

Missouri State University
Chris Bezoni