Senior Education Specialist

Craig P. Riley

1185 Sutter Lane

Altoona, PA 16601

(814) 503-8439

PROFILE

Experienced professional with expertise in senior education. Demonstrated ability to explain complex financial terms in to non-professionals.

Excellent oral and written with the ability to deliver effective client education and communication programs. Key skills include:
·       Client Relationships

·       Classroom Management

·       Consultative Selling

·       Group Training

·       Client Communications

·       Technical Training

PROFESSIONAL EXPERIENCE
LONG CAPITAL MANAGEMENT, INC. – Altoona, PA

1994 to Present

SENIOR EDUCATION SPECIALIST

Deliver community education seminars for retirement plan participants.

Key Accountabilities

·       Work with clients to manage plan conversions and determine annual objectives.

·       Coordinate an on-site adult-learning programs for all financial planning products.

·       Train and supervise new employees to effectively lead financial education programs.

·       Have conducted more than 1000 workshops since hire.

PREFERRED CLIENT REPRESENTATIVE (1996 to 1998)

Assisted high-net-worth clients regarding investing and retirement issues. Used cold-calls to generate qualified leads.

·       Presented information sessions and seminars for preferred clients.

CLIENT ACCOUNT SERVICES REPRESENTATIVE (1995 to 1996)

Managed escalated client issues and disputes. Coordinated with legal, accounting, compliance and research departments.

INVESTOR SERVICES REPRESENTATIVE (1994 to 1995)

Provided call-center customer service. Developed training materials for new employees

ALTOONA COLLEGE—Altoona, PA

1990 to 1993

COLLEGE ADMISSIONS COUNSELOR

Traveled throughout region to recruit potential students and advise on scholarship. Coordinated on-campus visits.

·       Doubled application rate for region during tenure.

EDUCATION & LICENSURE

BA (Secondary Education & Interpersonal Communication – With Honors)

1990

Penn State University, State College, PA

Series 6, 7, and 63 licensure; training sponsored by Strong Capital Mgmt.

1994

COMMUNITY INVOLVEMENT

Planning Council – 5K fundraiser

Volunteer – Big Brothers/Big Sisters

 

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