Cody Smith-Haugen: Financial Advisor in Carlsbad, CA

• Teaching clients about money through our financial educational platform • Showing families how to get a good rate of return & tax free strategies • Reviewing statistical information to determine financial trends for investment planning • Leading a team of 4 in helping clients with problem resolutions

• Building rapport with prospective clients and highlighting interesting features of the property • Demonstrated public speaking ability by making presentations to potential clients about vacation properties • Won clients over despite initial objections by exercising strong marketing skills

• Acted as a leader in the office and in the field by demonstrating how to set up/tear down displays and keep track of inventory • Networked with 2 to 3 people weekly to exchange sales and marketing tactics • Submitted specific, measurable, attainable, challenging goals every week to the CEO • Oversaw campaigns, built a team by providing team members with essential feedback and coaching

San Marcos, CA • Served on a five member team to develop a detailed business plan for a future business venture; met weekly to strategize deadlines for deliverables and update project sponsor on progress • Collaborated with team to develop recommendations, edited final report, and presented to project sponsor Marketing Intern January 2017 - June 2017 Beacon Retirement Planning Group Carlsbad, CA • Created content and updated all social media marketing platforms: Twitter, Instagram, and LinkedIn • Expedited Spreadsheets, PowerPoint, and Microsoft Word • Helped with the organization of membership forms and paper work • Used several different customer relationship management systems to input data