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
Papillion, NE
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
Fort Dodge, IA
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
Omaha, NE
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