Jay Kammerer
Papillion
Summary
Dynamic Financial Advisor with a proven track record at First Command, specializing in personalized financial planning and relationship management. Expert in investment advice and analytical thinking, I successfully developed comprehensive strategies that enhanced client portfolios, ensuring compliance and fostering trust. Committed to empowering clients through education and tailored recommendations for long-term financial success.
Overview
26
26
years of professional experience
Work History
Financial Advisor
First Command
06.2021 - Current
- Developed personalized financial plans to meet clients' long-term objectives.
- Conducted comprehensive risk assessments to enhance client portfolio strategies.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Transit Manager
MIDAS Council of Governments
12.2009 - 05.2021
- Developed strategic partnerships with local governments to improve regional service offerings.
- Facilitated training sessions on best practices for project management and compliance standards.
- Analyzed community needs assessments to inform policy recommendations and funding allocations.
- Maintained professional, organized, and safe environment for employees and patrons.
- Maximized performance by monitoring daily activities and mentoring team members.
- Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.
- Responsible for 2 individual systems, each with 1 million dollar budget. Reviewed and adjusted budget annually for each
- Responsible for annual vehicle purchases and vehicle rotations throughout 6 counties to meet DOT requirements
- Supervised 36 drivers, 5 administrative staff, 2 maintenance staff, and 1 janitor
- Liaison to Iowa DOT office of Public Transit
- Processed and responsible for bi-weekly payroll
- Responsible for all staff hires and terminations
Captain, USAF
United States Air Force, USAF
08.1999 - 08.2009
- Conducted pre-flight inspections to ensure aircraft safety and compliance with regulations.
- Navigated complex flight routes, optimizing fuel efficiency and adherence to schedules.
- Coordinated with air traffic control to maintain safe distances and manage communications.
- Demonstrated exceptional decision-making abilities during high-pressure situations, maintaining a calm demeanor
- Instructor and Evaluator Navigator
- Wing Scheduler for all training flights for 55th wing
- Mobility Officer for 338th Training Squadron
- #2 of 27 Company Grade Officers in 55th Operations Support Squadron 2008
Education
Financial Advising
Ramsey Financial Coaching
12-2020
Bachelor of Arts - Biology
Wartburg College
Waverly, IA05-1997
Squadron Officer School
Montgomery, Alabama06-2005
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Retirement planning
- Debt management
- Insurance planning
- Long-term care planning
Timeline
Financial Advisor
First Command
06.2021 - Current
Transit Manager
MIDAS Council of Governments
12.2009 - 05.2021
Captain, USAF
United States Air Force, USAF
08.1999 - 08.2009
Financial Advising
Ramsey Financial Coaching
Bachelor of Arts - Biology
Wartburg College
Squadron Officer School