Joseph Pryor
Durham
Summary
Professional, prepared leader with experience in driving operational success and fostering team collaboration. Skilled in strategic planning, problem-solving, and effective communication. Known for adaptability and delivering results in dynamic environments. Effective at motivating teams and managing changing priorities to achieve organizational goals.
Experienced with leadership and operational management. Utilizes team collaboration and efficient processes to drive performance. Track record of improving team dynamics and operational outcomes.
Overview
15
15
years of professional experience
Work History
Financial Advisor
Black in Government/CDC
01.2019
- Maintains office services by organizing office operations and procedures
- Keeps management informed by reviewing and analyzing special reports; summarizing information; identifying trends
- Financial/retirement planning trainings
- Macro asset prospective trainings
- Maintains office staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results
- Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
- Achieves financial objectives by preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions
- Contributes to team effort by accomplishing related results as needed
- Develop and maintain positive interactions with faculty, and owners, building a rapport and gaining respect and trust to ensure a positive environment
- Interpersonal communication skills to elicit information and clarification of issues
- Provided skilled resolutions in difficult environments with clients
- Following procedure and guidelines given to me by the owners in order to fulfill my job duties
SALES,SVCS/DISTRIBUTION ASSOC
United States Postal Service
08.2024 - Current
- Performs any variety of sales and customer services at a retail window such as maintaining sufficient inventory of and selling stamps, stamped paper, other retail products and services and may use a computerized system
- Accepting and delivering packages and accountable mail; issuing and cashing foreign and domestic postal money orders; accepting and responding to customer claims and inquiries, and providing information to the public regarding postal regulations
- Provides sales and customer service support by greeting customers and explaining store layout; determining special interests and referring to sales and promotional programs; offers assistance in product selection; provides special assistance; and answers customer inquiries when needed
- Provides additional information regarding product features and services
- Handles and processes customer purchases and returns relating to products and services and may use a point of sale system
- Assists customers with transactions
- Maintains appearance of store by setting up, arranging, and replenishing displays and merchandise racks; ensures display and selling areas, work stations, and storage areas are presentable to customers
City Carrier Assistant
United States Postal Service
02.2024 - 08.2024
- Delivering mail, packages, and parcels to residences and businesses
- Collecting signatures for registered, certified, and insured mail
- Returning to the postal office with mail collected from homes, businesses, and public mailboxes
- Maintaining accurate records of delivered and undeliverable packages
Executive Director
Lineage Financial Group
06.2019 - 02.2024
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
- Identify and keep abreast of new market trends
- Review accounts to determine if life changes necessitate new financial strategies
- Sell products such as variable annuities, bonds, and mutual funds
- Determine the net worth of an individual or corporation
- Investment/Asset Management Trainings
- Business Succession Planning Trainings
- Insurance Consulting Training
Registered Representative
New York Life Securities
11.2016 - 05.2019
- Sells financial products and services to clients for investment purposes, applying knowledge of securities, investment plans, market conditions, regulations, and financial situation of clients: Identifies potential clients, using advertising campaigns, mailing lists, and personal contacts
- Solicits business from potential clients
- Interviews clients to determine financial position, resources, assets available to invest, and financial goals
- Provides clients with information and advice on purchase or sale of securities, financial services, and investment plans, based on review of professional publications and other financial literature, and knowledge of securities market and financial services industry
- May read status reports and perform calculations to monitor client accounts and verify transactions
- May develop and implement financial plans, and sell insurance, real estate, or securities
Financial Advisor
Transamerica Agency Network
10.2015 - 11.2016
- Provide sound financial advice to individuals
- Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments
- Sell products such as variable annuities, bonds, and mutual funds
- Conduct annual reviews with clients to determine if life changes necessitate new financial strategies
Finance Director
Wells Fidelity Financial
08.2014 - 05.2015
- Prepare short and long-term financial forecasts of financial performance for use with internal management and external parties
- Oversee audit and tax functions, coordinate activities with outside audit firms and review firms performance
- Develop, implement and maintain accounting and administrative policies and procedures for a wide-ranging set of activities including financial accounting and reporting, employee relations (hiring/terminating policies) and other corporate policies
- Responsible for all corporate and human resource activities including employee benefits, retirement plans, corporate insurance and related activities
- This includes the coordination of these activities with all satellite offices as well
Independent Financial Advisor
Self Employed
01.2010 - 08.2014
- Conducted thorough research on available investment products, selecting those that best aligned with clients'' objectives and risk profiles.
- Stayed current on market trends and economic changes to provide informed recommendations to clients.
- Managed clients'' investments prudently, focusing on long-term growth while minimizing risk exposure.
- Maintained up-to-date knowledge of regulatory changes and industry best practices to ensure full compliance with all applicable laws and ethical standards.
Education
Masters of Business Administration - Business Administration And Management
Strayer University
Greensboro, NC12.2010
Bachelor of Science - Therapeutic Recreation
UNC-Greensboro
Greensboro, NC12-2005
Skills
- Problem solving
- Excellent communication skills
- Strong organization skills
- Leadership skills
- Proficient with Microsoft Office 365
- Database Implementation
- Extensive Internet Researcher
- Investment advice
- Relationship building and management
- Analytical thinking
- Critical thinking
- Sales expertise
- Sales and marketing
Degree
MBA
Coursework
- Conflict Resolution & Facilitation Skills
- Program Planning & Evaluation
- Community Obs. & Assessment/Service Learning
- Leadership & Organizational Change
- Marketing Management
- Law, Ethics & Corp Governance
- Public Administration
- Quantitative Methods
- Managerial Economics
- Public Budgeting & Finance
- Financial Accounting
Timeline
SALES,SVCS/DISTRIBUTION ASSOC
United States Postal Service
08.2024 - Current
City Carrier Assistant
United States Postal Service
02.2024 - 08.2024
Executive Director
Lineage Financial Group
06.2019 - 02.2024
Financial Advisor
Black in Government/CDC
01.2019
Registered Representative
New York Life Securities
11.2016 - 05.2019
Financial Advisor
Transamerica Agency Network
10.2015 - 11.2016
Finance Director
Wells Fidelity Financial
08.2014 - 05.2015
Independent Financial Advisor
Self Employed
01.2010 - 08.2014
Masters of Business Administration - Business Administration And Management
Strayer University
Bachelor of Science - Therapeutic Recreation
UNC-Greensboro
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