My career objectives are outlined in my resume. I desire to compete my career in the service of the American public. Honesty and friendliness are my credo. I am seeking a customer service provider. In a new field, Frank Harrison Godfrey frankhgodfrey@gmail.com 801-699-9870 SUMMARY Being reliable for clients through the use of professional Market Strategists. Using experience to translate recommendations for clients. Preparing financial plans for those who are wealthy as well as planning for those who are struggling. This has resulted in safety and profit for my clientele. EXPERIENCE CUNA Brokerage Financial Advisor - 01/Jun/2014 - 31/Dec/2014 Investment Advisor Representative Chase Investments Financial Advisor - 15/Jun/2007 - 15/Oct/2013 Maintain Existing book of business. Grow the book ad infinitum. Working closely with branch managers and branch employees. Greet customers at the door when employees are busy. Market watch. Meetings as called upon. Keep files and desks in branches up to compliance requirements, also be prepared for branch audits as called upon Mountain America Credit Union Financial Advisor - 15/Feb/2000 - 15/Jun/2007 Same as above. In addition to aforementioned responsibilities I also was working on the creation of an asset management program for clients. Speaking to large audiences for Governors Conference on Families. Radio program appearance. Many varied responsibilities. ACCOMPLISHMENTS • Being dedicated to my clients. I created an Asset Management Program based upon my client’s needs and concerns. The recession of 2000-2003 was averted for clients using initiative and communication. • Responsible for customer service and investment management in 14 branches of the second largest credit union in Utah. • Ranked among the top three producers in the state of Utah during the 7 years of my employment. • Recognized for quarterly asset growth in 2010. Ranked as number 1 in the Western Region • Provided solid profits for employer and substantial safety and returns to clients. • Use the Socratic selling method, helping clients to come to their own conclusions thereby eliminating buyer’s remorse. EDUCATION 15+ years as a Financial Advisor • Markets, Investments, Asset Management, Public Relation, 6/63/7/65 SKILLS Leadership Adaptable Fair Minded Persistent Tolerant Problem Solver Honest Confident

Highlights:

• Trusted
• Confident
• Needs Analsys
• Budgets
• Asset Manager
• Planner
• Communicator
• Problem Solver