Guy Catoir

Experience

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  AT&T

  Jan 2000 - Jan 2008

  Service Technician
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  Smoothie King at Olde Raleigh Village

  Jan 2008 - Jan 2018

  Managing Owner
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  Leith Audi of Raleigh

  Jan 2017 - Jan 2018

  Sales Representative
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  Frozen Assets of NC, Inc. / Smoothie King at Olde Raeigh Village

  Jan 2018 - Jan 2018

  Business Development Manager / Owner
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  New York Life Insurance Company

  Jan 2018 - Jan 2019

  Agent

  Agent licensed to sell insurance through New York Life Insurance Company.

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  Edward Jones

  Jan 2019 - Jan 2021

  Financial Advisor

  • Responsible for Client & AUM acquisition. • Book management, annual reviews, 1:1 client meeting. • Portfolio Management, including retirement strategies, education savings. Life ins. & annuities. • Investment planning and tax strategies

• 

  Fidelity Investments

  Jan 2021 - Jan 2024

  • Operated within the Planning & Advice space, providing clients with investment recommendations and retirement analysis. • Effectively utilizing Fidelity’s guidance tools, to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs. • Leveraging technology, to prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up. • Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity. แสดงน้อยลง

  • Investment Solutions Help Desk Representative

    Jan 2022 - Jan 2024

  • Investment Solutions Representative

    Jan 2021 - Jan 2022
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  Allstate

  Jan 2024 - now

  Sales Agent