Kenneth Mooso

Experience

PersonaFi

Founder, CEO 2019 - Present (almost 7 years)

Founder of PersonaFi Investments, marketing, recruiting, product development, business strategy, fundraising.

Merrill Lynch

Financial Advisor 2014 - 2019 (about 5 years)

Financial Planning, wealth management, insurance, personal finance, investment recommendations,

Wells Fargo

Licensed Banker

2014 (4 months)

-high value cliental, larger dollar transactions, investments, financed loans, insurance, cross sell, affluent customer segment. 2. Over $3 million investment referrals in... more 3 months 3. $150k in H.E. loan referrals 4. Over 200k in loan volume within 5 months

Service Manager 1 & 2

2012 - 2014 (almost 2 years)

-operations, sales integrity, compliance, teller management, auditing, safe vault security and balancing. 6. More than doubled sales productivity in less than 3 months 7.... more Passed annual store audit 2 years in a row 8. Recognized at Market and Regional level 9. Award Coaches award for 100% of employee bonus payout for sales

Personal Banker

2012 (3 months)

opened small business loans 10. Business Expert, financed SBA loans, extend small business credit, cross sell, merchant services, payroll, business insurance, HR services... more 11. Doubled Merchant Sales Referral 12. Acquired several local, small business payroll 13. Over a $250k in new money deposit

Bank Teller

2010 - 2011 (6 months)

bank transactions, render excellent customer service, and generate sales and referrals to bankers. 19. Top Teller at Branch for 7 consecutive months 20. Ranked Top 5 Teller... more in both consecutive quarters in Market. 21. Recognized and award at Market and Regional Level License * FINRA Series 7, 6 and 66. *

Founder

PersonaFi

Employee

Wells Fargo, Merrill Lynch

About

Achievements

Top Producer at Merrill reaching Pinnacle Club status two years in a row.
Consolidated over 40 million in outside assets.
Recommended and invested over $100 million in investments

Describe the most impressive thing you've done.

Skills

Financial Insurance Management Planning Portfolio Management Retirement Planning Security Series 7 Wealth Management

Locations

Phoenix

Q&A

What's the most useful business-related book you've ever read?

How to win friends and influence people by Dale Carnegie

Kenneth Mooso

Founder of PersonaFi, Inc. 12 years of work experience in the financial industry.

Top Producer at Merrill reaching Pinnacle Club status two years in a row. Consolidated over 40 million in outside assets. Recommended and invested over $100 million in investments

Top Producer at Merrill reaching Pinnacle Club status two years in a row.
Consolidated over 40 million in outside assets.
Recommended and invested over $100 million in investments