John Preston

Experience

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  Financial Strategies

  Apr 2013 - Sept 2013

  Analyst

  Prepare life insurance illustrations, service client portfolios, gather investment data from Morningstar, and prepare investment detail analysis reports.

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  AXA Advisors, LLC

  Mar 2014 - Nov 2018

  Financial Professional

  Individuals can receive planning strategies for:-Survivorship Planning-Retirement Planning-Asset Allocation-Education Funding-Disability Income Analysis-Estate Planning Strategies-Retirement Distribution PlanningBusiness Owners can receive planning strategies for:-Business Succession-Tax Advantage-Executive Benefit & Deferred Comp Plans-Employee Benefit Plans-Expansion-Recruiting Needs-Employee Financial Planning & SeminarsAXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d. Financial Strategies, Inc. is not owned or operated by AXA Network or its affiliates. Show less

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  Northwest Farm Credit Services

  Nov 2018 - Feb 2021

  Credit Officer

  -Responsible for measuring and managing the aggregate risk in the agency's loan portfolio.-Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.-Analyze financial status, credit, and property evaluations to determine feasibility of granting loans.-Conducted credit risk analysis by analyzing financial statements using ratios and risk parameters to evaluate customers' financial status.-Compile clear, succinct, and detailed written analysis of credit application package to explain reasoning of underwriting decisions and recommendations.-Held responsibility for approving loans within written delegated authority and concurring with and recommending loans exceeding delegated authority.-Review loan agreements to ensure that they are complete and accurate according to policy.-Monitor current loan documents and covenant compliance on a monthly, quarterly, semi-annual and annual basis. Show less

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  AgWest Farm Credit

  Feb 2021 - now

  Relationship Manager