Log InSign Up

Trip Prindle: Retirement Consultant in York

Trip Prindle

Retirement Consultant
York | United States
Skills

No information

Interests

No information

Industries

No information

HomeSummaryActivityProjectsWork experienceEducation historyConnectionsCompanies
Summary

No information

Activity
Projects

No information

Work experience
Image Empower Retirement

Empower Retirement

Retirement Consultant | 01/2021 - Current

• Built client relations through longform conversations on their retirement outlook and future. • Worked within a team to meet production goals and create opportunities. • Retained assets through careful education of all available financial options to participants. • Developed an understanding of multiple complex systems and financial products
Image Catuara and Bell INC

Catuara and Bell INC

Financial Services and Technical Assistant | 07/2020 - 10/2020

• Generated reports in SalesForce, detailing clients and their information. • Produced Insurance Illustrations through NYLIC and delivered to clients. • Created file sharing platform for advisor. • Constructed new digital database, consolidating all client information into one location.
Image THE BREWSTILLARY

THE BREWSTILLARY

Brand Ambassador | 11/2019 - 03/2020

• Educated customers on facility, detailing brewing equipment and the distilling process • Generated bottles sales through tastings and other sales strategies • Trained new employees on sales strategy, and touring information • Provided bar service, promoting products, and engaging customers
Image PADDLEBOARD ORLANDO

PADDLEBOARD ORLANDO

MANAGER, PHYSICAL RETAIL SPECIALIST, RENTALS, TOURS | 05/2018 - 11/2019

• Engaged customers both in the store and at off-site tours, educating them on paddleboards and related products, and ensuring their experience reflects our five-star rating. • Lead Merchandising for store front, planned seasonal events and sales • Implemented new scheduling software, leading to greater flexibility both on and off site. • Designed group events ranging from family gatherings of twenty to corporate events with one hundred participants. • Educated new employees on sales strategy, teaching methods, and rental procedures.
Image TAU KAPPA EPSILON

TAU KAPPA EPSILON

TREASURER, NEW MEMBER EDUCATOR | 01/2016 - 05/2019

Expanded and Clarified Treasurer Capabilities Created a Clear Picture of Past Unpaid Dues Incorporated Alumni into Financial Dealings Created Plan for Collecting Dues Internally for the Future Eliminated Cumbersome Payment Software Saving 12% Annually.
Image MORGAN STANLEY

MORGAN STANLEY

FINANCIAL INTERN | 07/2017 - 11/2017

Helped to Expand Book of Business Sales Lead: Built Out Potential New Client Database Arranged Informational Offerings for Potential Clients Assisted in Marketing for New AI Advisor Platform Outbound Sales Calls for Team • Developed Cost Basis Reports Utilized Microsoft Excel Simplified Stock History with Customer in Mind Independently Researched for Missing Stock Info Assisted in Distributing to Clients
Image APPLE OUTDOOR ADVERSTISING

APPLE OUTDOOR ADVERSTISING

Sales Intern | 05/2016 - 08/2016

• Added new clients to roster through email and telephone marketing. • Built new proposal framework for small business customers. Implemented said plan through the summer, increasing small business interest. • Revamped visual elements of website. Photographed all boards, edited photos, and uploaded them to new digital advertising platform. • Created opportunities for product development in valuable and previously unattainable locations through networking.
Education history
Image ROLLINS COLLEGE

ROLLINS COLLEGE

BACHELOR OF ARTS

Connections
Companies (0)

No information

1501 Lincoln Blvd.#1014 Venice, CA. 90291