1. W A Y N E C O L L I N S
CONTACT: az0456 @yahoo.com or 602-820-7681
OBJECTIVE
Continue my career in the Wealth Management segment of the financial services industry.
EXPERIENCE
2007-Current USAA Financial Advisors Phoenix, AZ
Wealth Advisor
Focus of practice is financial planning, investment management and estate planning
concerns for affluent clientele base.
Building rapport and relationships has been the key to success.
Mentor and trainer to new advisors and peers.
Promoted from entry level Financial Advisor through continual and self-motivated
performance improvements
2006 - 2007 Charles Schwab & Co. Phoenix, AZ
Registered Representative
Assisted clients in placing trades and service requests.
2005 - 2006 Barnes & Noble Booksellers Peoria, AZ
Store Manager
Responsible for all aspects of store and café management and operations.
$5M sales and 40+ staff.
1994 – 2005 7-Eleven Inc. Phoenix, Tucson, San Francisco, Dallas
Corporate Merchandising Manager with responsibility for the product selection,
sourcing and marketing of non-foods products sold in over 4000 stores throughout
the United States.
Field Consultant responsible for the oversight of operations of corporate and
franchised stores in Arizona and California through advisement and training of store
operators regarding merchandising, inventory control, loss prevention, customer
relations and financial performance.
Up to 1994 Retail Store Operations Various Companies
Self-employed entrepreneur opening multiple locations of Post Haste Mail &
Shipping throughout the Phoenix metropolitan area. Stores purchased by Mail Boxes
Etc., the pre cursor of the UPS Stores.
Regional, store and department management positions with Sears, Roebuck and Co.
EDUCATION, TRAINING AND CERTIFICATIONS
Bachelor of Science, Finance Major, University of Arizona
Series 7 and 66 licensed with registration in all states (CRD #2142709)
AAMS and CRPC designations as awarded by the College of Financial Planning
Life, Accident and Health License held in all states