1. AMY ELIZABETH YESNACH, CRPC
Wyandotte, Michigan 48192 • (734) 377-8423 • Amyyesnach@gmail.com
FINANCIAL SERVICES PROFESSIONAL
FINANCIAL SERVICES • LIFE INSURANCE • RETIREMENT PLANNING • MARKETING
Dedicated & tenacious ​Financial Professional​ with 25+ years’ experience in developing and managing
investment accounts for high net worth clients, with a reputation for consummate professionalism and
exemplary ethics. Consistently exceeded sales goals through consultative-sales to identify opportunities, nurture
relationships, and close deals. Remain current on the latest trends in the industry, with comprehensive
knowledge of financial and insurance products, services, and best practices. Known for ability to service and
retain existing clients by employing superb customer service skills.
● Portfolio Management
● Client Relations
● Financial Analysis
● Powerful Communicator
● High Impact Presentations
● Account Management
● Negotiating & Closing
● Proactive
● Detail Oriented
● Regulatory Compliance
● Team Leader
● Energetic Self Starter
PROFESSIONAL EXPERIENCE
CUSO FINANCIAL SERVICES, L.P.,​ Dearborn, MI
Financial Consultant ​(January 2015 – September 2016)
● Developed extensive and diverse high net worth client base consisting of millionaires and middle to
high income professionals. Managed an annual portfolio of $18M.
● Built long lasting client relationships by analyzing clients’ needs and investment opportunities and
implementing strategies to meet clients’ financial goals.
● Tracked financial trends to identify potential investments for clients by reviewing financial periodicals,
stock and bond reports, and business publications.
Fifth Third Securities, Inc.​, Dearborn, MI
VP Investments – Financial Consultant (April 2014 – January 2015)
● Marketed and promoted company’s financial services and products while building relationships with
prospective clients.
● Interviewed clients’ to assess their financial objectives, assets, liabilities, cash flow, insurance coverage,
and tax status.
● Developed financial plans based on clients’ goals. Managed annual portfolio of $8M.
JP Morgan Securities,​ Wyandotte, MI
Investment Advisor – VP Investments (September 1995 – February 2014)
● Consistently met or exceeded sales goals building a 60M+ book, with 20M in Managed Assets.
● Earned national awards of excellence in recognition of outstanding customer service and above-the-bar
production from JP Morgan Asset Management, American Funds, MetLife, & Hartford.
● Created and managed financial plans to help clients address their financial goals through financial
strategies, investment services, and risk management.
CREDENTIALS
Series 6, 7, 63, & 65 (Registered)
Life, Health, & Variable Contract (Licensure)
Chartered Retirement Planning Counselor (College for Financial Planning)
EDUCATION
Bachelor of Science, Political Science ​(36 credits), Penn State University, McKeesport, PA
High School Diploma, ​Riverview Community High School, Riverview, MI