Garret Jackson
Annapolis
Summary
Dynamic Financial Advisor with a proven track record at Annapolis Nissan, excelling in relationship building and investment advice. Expert in cash flow analysis and debt management, I foster client loyalty while implementing strategic financial solutions. Committed to enhancing client satisfaction and driving revenue growth through tailored financial strategies.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Annapolis Nissan
Annapolis, MD
01.2025 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Comptroller
Comptroller of Maryland
Annapolis, MD
12.2024 - 01.2025
- Developed strategic plans for financial growth, aligning with organizational goals and objectives.
- Streamlined financial processes by implementing automated systems, improving efficiency and accuracy.
- Identified cost-saving opportunities with thorough evaluation of operational expenses and vendor contracts.
- Increased revenue generation through careful analysis of market trends, pricing strategies, and product offerings.
Sales Consultant
Koons Toyota
1107 West Street
08.2020 - 11.2024
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Responded to telephone and in-person requests for information.
- Stayed knowledgeable on latest Product or Service innovations and technological advancements through continuous training.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
- Built relationships with customers and community to promote long term business growth.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Education
High School Diploma -
Broadneck High School
1265 Green Holly Dr Annapolis MD Associate Of Business Administration - Business Accountancy
Anne Arundel Community College
Arnold, MDSkills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Financial advising
- Debt management
- Sales and marketing
- Banking
- Cash handling
- Cash flow analysis
- Loans
Timeline
Financial Advisor
Annapolis Nissan
01.2025 - Current
Comptroller
Comptroller of Maryland
12.2024 - 01.2025
Sales Consultant
Koons Toyota
08.2020 - 11.2024
High School Diploma -
Broadneck High School
Associate Of Business Administration - Business Accountancy
Anne Arundel Community College