Results-focused leader eager to offer progressive Financial Analysis, Strategic Planning, Client Relations, New Business Development, Team Building, Operations Support, and Regulatory Compliance

experience toward maximizing an employer s bottom-line within a growth-oriented role.

 

 

Key Areas of Expertise

Statistics • Accounting • Micro / Macro Economics • Management Information Technology

Operational Leadership • Quantitative Business Analysis • Finance • Strategic Management Venture

 

         Out-of-the-box thinker who offers core knowledge of financial services and insurance trends, along with demonstrating talents in interfacing among a diverse clientele to create targeted financial plans within an ever-changing economy.

         Integral leader who uses strong prospecting and presentation skills to acquire, retain, and expand new / existing client relationships, along with meeting with clients to ascertain key financial needs and provide product recommendations.

         Ambitious self-starter who excels at proficiently evaluating financial markets, identifying profitable business growth opportunities, defining strategies for capturing new clientele, and attaining solid leveraging in competitive industries.

         Consistently recognized for job excellence, including qualifying for Million Dollar Round Table in 1^st quarter of production.

         Member of the Morris County Chamber of Commerce since 2010.

 

 

Bachelor of Science in Aviation Management

~ 4.0 GPA in Quantitative Coursework ~

~ 3.76 GPA, Magna Cum Laude, Phi Kappa Phi National Honor Society ~

Jacksonville University

 

Series 6 Licenses • Life & Health Insurance Designations

 

 

Financial Professional Associate

 

         Utilize broad scope of financial industry knowledge and dynamic business acumen to prospect and conduct interviews with clients across Northern and Central New Jersey to support individual financial growth and protection of assets.

         Initiate key solutions to bridge gaps in client financial portfolios through use of financial- and insurance-related products.

         Contribute strong communication talents toward establishing valuable professional associations with wide-ranging community members (e.g. Long Valley Presbyterian Church) to conduct seminars on retirement planning and estate planning, along with collaborating with local small business owners to offer financial alternatives to meet business needs.

 

~ Supplemental Job History ~

 

Restaurant Server / Bartender

 

         Play a vital role in ensuring optimal operations of multiple restaurant facilities by upholding superior customer service standards, along with training new employees within fast-paced environments and managing large-scale inventories.

 

Telemarketing Associate

 

         Drove bottom-line results by resourcefully contacting university alumni to fund endowment and increase alumni participation rates, along with research, updating, and maintaining contact databases to maximize organizational efficiency.