Financial Advisor
Donald Peryer
Edward Jones
MCHENRY
1
Certification
15
years of professional experience
Client-focused Financial Advisor with 10+ years in relationship management and sales, delivering tailored investment advice, risk assessment, and portfolio construction that supports retirement goals, strengthens client trust, and improves long-term satisfaction.
Work History
Financial Advisor
2 Years 5 Months- Assessed goals, risk tolerance, and time horizons to recommend suitable investment strategies.
- Monitored account activity and updated recommendations based on market changes and life events.
- Guided clients through retirement planning, estate planning, and tax-efficient investment strategies, ensuring alignment with long-term goals and increasing client satisfaction
- Educated clients on diverse financial products and markets to facilitate informed investment choices, resulting in increased portfolio diversification
- Built long-lasting client relationships through effective communication and continuous service support, enhancing client loyalty and retention
Sales Manager
10 Years- Trained associates on product knowledge, financing options, and closing techniques
- Managed medium to high volume stores, achieving over $1M in yearly sales through exceptional customer service across physical and internet sales channels
- Managed showroom merchandising, ensuring displays supported promotions and brand standards
- Coordinated inventory counts, transfers, and product availability for sales floor readiness
Front Desk Agent
5 Months- Managed check-in and check-out procedures, ensuring accurate guest folios and smooth arrival experiences.
- Processed reservations, cancellations, and modifications using property management systems.
- Coordinated with housekeeping to confirm room readiness and maintain front desk efficiency.
- Resolved guest concerns promptly, escalating complex issues to appropriate departments.
- Demonstrated strong organizational and communication skills to efficiently manage front desk operations
- Utilized computer proficiency to streamline guest check-in and check-out processes
Salesperson
1 Year 11 Months- Demonstrated product features, materials, and sleep solutions to guide confident purchase decisions.
- Advised customers on mattresses, pillows, and bedding options based on comfort, support, and budget needs.
- Managed sales floor presentations, maintaining organized, appealing bedding displays.
- Processed orders accurately through point-of-sale systems and sales paperwork.
Education
High School Diploma
- Completed multiple AP courses in Mathmatics
Skills
Investment strategies
Portfolio construction
Retirement planning
Risk evaluation
Client management
Investment strategy
Sales expertise
Retirement planning
Problem-solving
Certification
- Series 7 and 66 License
Timeline
Financial Advisor
Edward Jones
04.2024 - 09.2026Read More
Sales Manager
Mattress Firm
04.2014 - 04.2024Read More
Front Desk Agent
Super 8 Motels
11.2013 - 04.2014Read More
Salesperson
Bedding Experts
02.2012 - 01.2014Read More
Huntley High School
High School Diploma
Read More