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Brian Hinchman1967 North HalstedChicago, IL 60614
OBJECTIVETo develop my profession in the financial industry and become an external wholesaler
CERTIFICATIONSSeries 7, 63, 65
FINANCE EXPERIENCE
Invesco, Downers Grove, IL January 2012-PresentInternal Sales Consultant
Co-managed $400 MM territory with experienced external wholesaler via phone calls, e-mails, and face to face meetings
Created, developed, and maintained client relationships with various financial advisors from regional broker dealers including Edward Jones, Stifel Nicolaus, Oppenheimer, RBC, Janney Montgomery Scott, Infinex, and CUNA
Helped advisors learn and position Invesco mutual funds and unit investment trusts Added the most amount of equity unit trust producers in my division with 150 new users in 2013
Morgan Stanley Smith Barney, Peoria, IL September 2010-December 2012Financial Advisor Internship
Worked under a team of three financial advisors Summarized and discussed weekly financial commentaries Created and updated a performance spreadsheet with over 50 stocks and mutual funds Updated an asset allocation risk analysis monthly Distributed over 40 fact card sheets to financial advisors Updated over 100 client profiles as necessary Created over 100 financial plans for clients and generated reports using MSSB software Used software such as Morningstar, MS 360, ACT, Lifeview, and Excel
EDUCATIONBenedictine University, Lisle, ILMasters of Business Administration – Concentration in International BusinessGraduation in May 2016
Bradley University, Peoria, ILBachelor of Science Degree, Finance Major, Graduation in December 2011
ACADEMIC CLUBS / ORGANIZATIONSBradley University, Peoria, IL
Bradley Investment Organization September 2011-December 2011Bradley University Finance Club September 2010-May 2011Bradley Men’s Club Basketball Team November 2009-May 2011
