Sam Lind
Ossian
Summary
Business administration graduate specializing in wealth management and financial planning. Proven track record in exceeding sales goals, project management, implementing customized financial strategies, and enhancing customer satisfaction through strong relationship management. Strong knowledge of human resource ethics, law, and compliance. Energized multi-tasker, communicator, and motivator set to lead, manage, and advocate for team members and customers alike.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorganChase
Fort Wayne
10.2023 - Current
- Established and maintained strong relationships with clients in my book of business, providing education through financial expertise both in person and over the phone.
- Consulted with customers to create tailored financial plans based on personal and economic factors, collaborating with Chase partners to address specialized needs.
- Set and meet/exceed sales metrics through facilitating investments, loans, and other financial successes.
- Opened accounts and delivered exceptional customer service while supporting training initiatives and business operations.
- Comply with banking/financial industry regulations, licensing, training, and continuing education.
Senior Registered Representative
Lincoln Financial Group
Fort Wayne
05.2019 - 10.2023
- Facilitated communication with financial advisors and clients in a contact center (on-site, hybrid, and remote) to service annuity contracts, collaborating with teams to meet goals and metrics while delivering excellent customer service.
- Executed financial transfers, rollovers, distributions, and trades in compliance with securities laws and regulations.
- Trained and completed continuing education regarding Lincoln's annuity products, investment options, riders, and other offered features.
- Completed continuing education to maintain licensure and knowledge of industry laws and regulations (i.e., anti-money laundering, privacy laws, compliance, etc.)
- Ensure proper licensure for agents to sell and service Lincoln annuity products.
- Provided training and ongoing support for new and existing team members to enhance their performance and knowledge.
Maintenance
Sam's Club
Fort Wayne
10.2020 - 01.2022
- Installed displays and demonstrations to improve product visibility. Completed maintenance around store to ensure a clean and safe environment.
- Handled incoming and outgoing freight and inventory, stocking merchandise throughout store to maintain product availability.
- Provided customer service assistance to improve customer satisfaction and shopping experience.
Assistant Manager
Mike's Carwash
Fort Wayne
11.2015 - 05.2019
- Promoted from associate to shift manager and then to assistant manager. Operated across various carwash locations.
- Recruited, interviewed, and trained managers and employees to foster a passionate and dedicated culture.
- Managed progressive discipline per company policy to uphold code of ethics.
- Set sales goals and location contests, collaborating with team to achieve targets while conducting performance reviews and establishing clear expectations.
- Worked cooperatively with management to create ways to improve customer experience while interacting and addressing customer feedback.
- Oversaw cash flow management, quality and inventory control to ensure operational excellence.
- Analyzed and implemented lean systems strategies to improve efficiency and minimize waste.
- Performed preventive and ongoing mechanical maintenance on car wash equipment.
Sales Associate
Best Buy
Fort Wayne
02.2014 - 11.2015
- Cultivated strong customer relationships to drive effective sales and upsell opportunities.
- Collaborated with customer service team to improve overall shopping experience.
- Supported team objectives by assisting with product placement, merchandising, and inventory monitoring.
- Maintained accurate records of daily shipping and receiving for efficient inventory management.
Education
Bachelor of Business Administration - BBA - Wealth Management and Financial Planning
Purdue Global University
02-2026
Skills
- Relationship management
- Wealth management and financial planning
- Client onboarding
- Sales strategy and customer experience
- Business analysis and development
- Regulatory compliance
- Training and development
- Team management
- Human resource compliance and ethics
Certification
- 3.4 Cumulative GPA
- Life Insurance License - IN
- Series 6 and 63
Volunteer Experiences
Junior Achievement (2019-present): Volunteer at local elementary and middle schools to teach children about finance.
Board of Elders (2019-present): Serve on the board of elders at my church to serve and lead, advise pastors and councils, and other responsibilities to grow the church community, outreach, and mission.
Board of Youth (2017-2020): Served as a leader of the youth group with a few other congregation members to help grow our youth programs. This involved encouraging our youth to participate in organized events to help establish relationships within the church and school, work together on outreach and mission work, teach them how to serve and be leaders, and help them grow and become faithful and responsible young adults.
Timeline
Relationship Banker
JPMorganChase
10.2023 - Current
Maintenance
Sam's Club
10.2020 - 01.2022
Senior Registered Representative
Lincoln Financial Group
05.2019 - 10.2023
Assistant Manager
Mike's Carwash
11.2015 - 05.2019
Sales Associate
Best Buy
02.2014 - 11.2015
Bachelor of Business Administration - BBA - Wealth Management and Financial Planning
Purdue Global University