Bachelor of Science in Business Administration

Financial Advisor

Accounting & Finance

• 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

Vacation Consultant

• 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

Campaign Manager

Consultant

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

Senior Experience Project

Find out detailed information about Cody Smith-Haugen, Financial Advisor in Carlsbad, CA

Cody Smith-Haugen: Financial Advisor in Carlsbad, CA

Cody Smith-Haugen