Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CHASE REESE

Lincoln

Summary

Financial services professional with strong analytical and problem-solving skills. Known for collaborative approach and adaptability to changing needs. Proven ability to analyze financial data, develop strategies, and drive results. Recognized for reliability and focus on achieving team goals. Skilled in financial planning, risk assessment, and client relationship management.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Services Professional

Bankers Life and Casualty
01.2025 - Current
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Provided exceptional customer service, consistently resolving complex issues promptly and effectively.
  • Delivered informative presentations on various financial topics, educating clients on sound investment practices.
  • Developed strong relationships with clients, leading to consistent referrals and a growing client base.

Leasing Agent

GMH Associates
03.2023 - 12.2024
  • Lease sales and management
  • Consistently met sales quota
  • Coordinated social media marketing and outreach
  • Cold-calling prospective residents
  • Customer service / 24 hour on call
  • Lease management

Education

No Degree - Finance, Entrepreneurship

University of Nebraska Lincoln
Lincoln

Skills

  • Strong Communication Skills
  • Strong Problem Solving Skills
  • Customer service skills
  • Digital Marketing
  • Retirement planning
  • Investment strategies

Certification

Accident, Health or Sickness, Life Insurance License

Timeline

Financial Services Professional

Bankers Life and Casualty
01.2025 - Current

Leasing Agent

GMH Associates
03.2023 - 12.2024

No Degree - Finance, Entrepreneurship

University of Nebraska Lincoln

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