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Bumgardner Investments And Planning Work Values
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Daily Duties at Bumgardner Investments And Planning:
• Created a profitable business model for myself and clients during one of the worst economic times in our country’s history. • Over 95% client retention rate. • Develop and implement financial plans that manage both my client’s needs and expectations. • Created an investing environment for my clients where they felt they never had to compromise their sense of fairness and integrity. • Preformed account analysis for all of my clients, and held at lest semi-annual reviews for all clients unless a client wanted/needed them more often.
What they like about Bumgardner Investments And Planning:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
Tags
excel, access, powerpoint, macros, pivot tables, project management, Book of business, Financial, Series 7, ISO
Information about Bumgardner Investments And Planning
Company Rank: Not Available
Average length of employment : 11 years
Average salary of employees: $0
These are some of the questions we asked our climbers about their experiences with Bumgardner Investments And Planning:
05| | ||
Were your performance expectations clearly communicated? | 0.0 |
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Were you recognized for meeting or exceeding expectations? | 0.0 |
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Did you feel like your personal contribution was important? | 0.0 |
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Was your career path clearly outlined and discussed? | 0.0 |
03| | ||
I would recommend this as a place of employment. | 0.0 | |
I believe in the purpose of this organization. | 0.0 | |
I would work for this organization again. | 0.0 | |
I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Bumgardner Investments And Planning had these interests:
Books | |
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Cows, Pigs, Wars, and Witches |
A book about why people do the things they do. Even when it seems against their own interests. |
Websites | |
linkedin https://www.linkedin.com/hp/?dnr=GAtwNLdPzSwZo_LoGYZwYZFXVYfj5e2ySb |
Business networking |
facebook http://www.facebook.com |
social networking |
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