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Financial Advisor

Accounting & Finance

Built a successful financial planning practice managing $14 million in assets in an advisory group through cold calling and existing connections.
•	Created and managed client relationships through client satisfaction, regular interactions and meetings.
•	Scaled business practice to increase operational efficiencies that led to increased capacity and sales.
•	Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance.
•	Accelerated the sales process by presenting investment and financial planning seminars to clients and prospective clients. 
•	Responsible for helping double the team's production within less than one year in a concentrated area.
•	Formulated asset allocation strategies and developed proprietary investment models for client portfolios.


Assisted a family flooring business in management, supervisory roles, sales and installation. As well as implementing Costco’s flooring sales process with all sales estimators.

•	Ability to engage and thrive in high quality and pressure sales situations. 
•	Was the lead sales man for Costco flooring products in store.
•	Assisted clients through all steps of sales to installation building strong referral relationships.
•	Responsible for planning and implementing complex client relationship process.
•	Developed both residential and commercial relationships with clients on flooring products.


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Find out detailed information about Richard Raad, Financial Advisor in Los Angeles, CA

Richard Raad: Financial Advisor in Los Angeles, CA