Thomas Beebe

Produced daily Morningstar reports to compare our portfolio’s mutual fund performance to our competitors; following completion of reports, distributed the results to our high net-worth clients. Designed innovative mutual fund reports to compare the performance of our different risk tolerance portfolios (e.g. 80/20 performance versus 60/40 performance) to determine our top performers. Used math models to determine the tax efficiency of different investment products based on the client in question’s tax bracket. Compared our clients’ current portfolio allocation mix to their risk profile results to determine if their portfolio needed to be re-balanced. Worked alongside the senior wealth management advisor to input client financial information into PPA system that allowed a break-down of client financial goals and objectives to determine if financial independence was possible. Met with high net-worth clients to explain the results of PPA and discuss different implementation strategies.

Focused on creating financial independence models that emphasized tax efficiency; calculated post-tax returns and compared multiple investment products to illustrate the need for tax-efficient planning. Met with clients on a weekly basis to compare their current financial position to their financial independence objectives; created detailed financial plans that assisted them in reaching their goals. Created multiple business and marketing models to use as a financial representative; used the models to grow client base, and increase weekly sales production. Selected to lead the Client Relations Center’s conference calls based on success of business models. Named team captain of Omaha’s internship program; helped lead and develop the internship into a top 50 college program; facilitated sales cycle, product knowledge, and sales technique training programs for 10-20 interns throughout the year.