Garrett S. Cantrell
Nashville
Summary
Professional in financial services with strong background in client relations, investment strategies, and financial planning. Demonstrates collaborative approach and adapts to changing needs to achieve results. Skilled in risk assessment, portfolio management, and customer service. Reliable team player with focus on delivering tailored financial solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
06.2025 - Current
- Built and managed a growing book of clients by conducting comprehensive financial discovery meetings and delivering personalized financial planning strategies.
- Educated clients on risk management, investment solutions, retirement planning, and wealth building strategies, improving long-term financial outcomes and client retention.
- Prospected and cultivated new business through networking, referrals, and targeted outreach, consistently exceeding activity and production goals.
- Prepared and delivered financial analyses - including budgeting, cash flow plans, insurance needs analysis, and investment projections to support informed client decision making.
Enterprise Resource Planning Specialist II
Clayton Homes
03.2023 - 05.2025
- Business Process Owner across all supply divisions leading the effort of designing, implementing and supporting the inventory process inside the supply facility.
- Customize and configure workflows and master data management required for consistent enterprise use of applications
- Business POC for training and troubleshooting ERP issues as it relates to business functionality.
- Assist in design, configurations, updates, and maintenance of the ERP Order management, Supply Chain, Cost Accounting, Receivables, Planning, and production modules across Clayton’s vertically integrated company.
- Provide recommendations, system governance, maintain standardization, and configuration to optimize information flows
Operations Manager – Purchasing and Inventory Control
Ferguson Enterprises
01.2021 - 03.2023
- Manage $180 Million inventory investment within the Mid-South district alongside a team.
- Oversee purchasing of material by associates daily and maintain a $10 million lean inventory reduction across the district every 3 months.
- Using true and forecasted demand to drive current and future purchasing decisions
- Maintain a 96% inventory and cycle count accuracy by location per warehouse monthly.
Inside Sales/Gulf Coast Project Lead
Ferguson Industrial
02.2020 - 01.2021
- Maintain high level accounts with excellent customer service, while providing key industrial product knowledge.
- Ensure the highest level of customer care to provide long-lasting business relationships.
- Purchase, plan, and maintain material for estimated $1.5 Million projects to ensure customers receive correct material based on timelines.
- Communicate with customers via sales calls to provide key information such as logistics, order updates, and tracking.
Education
Bachelor of Science in Business Administration - Marketing, Supply Chain Management
University of Tennessee, Knoxville
12.2019
Skills
- Demonstrated knowledge and experience in Supply Chain Management and Professional Sales
- Ability to communicate effectively via written and oral communication
- Excellent leadership skills to ensure tasks are completed accurately and on time
- Ability to multitask effectively and carry out multiple projects at one time
- Customer service
- Relationship building
Certification
- Oracle Inventory Cloud Professional Certification
- Oracle Order Management OTC Professional Certification
- Life and Health insurance License
Timeline
Financial Representative
Northwestern Mutual
06.2025 - Current
Enterprise Resource Planning Specialist II
Clayton Homes
03.2023 - 05.2025
Operations Manager – Purchasing and Inventory Control
Ferguson Enterprises
01.2021 - 03.2023
Inside Sales/Gulf Coast Project Lead
Ferguson Industrial
02.2020 - 01.2021
Bachelor of Science in Business Administration - Marketing, Supply Chain Management
University of Tennessee, Knoxville