Trip Prindle: Retirement Consultant in York
Trip Prindle
Retirement Consultant
York | United States
Skills
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Interests
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Summary
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Activity
Projects
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Work experience
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
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.
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
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.
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.
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
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
ROLLINS COLLEGE
BACHELOR OF ARTS
Connections
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