financial services specialist eager to contribute industry expertise as well as dynamic business development, customer service and managerial skills toward supporting the employer in optimizing operational and financial performance

 

 

ø  professional licenses: finra nasd series 6, series 7, series 63, life accident & health 

ø  solid background in financial advising/consulting and asset management, with expertise in servicing high-net-worth prospective and existing clients

ø  well-versed in broad financial/investment strategies and products, with talent for analyzing and capitalizing on individual client needs and presenting/providing optimal strategies

ø  dynamic communication, consultation and relationship building/ management skills; experienced in steering seminars and informational/educational sales presentations

ø  motivating leader adept in orienting, training and mentoring staff

 

 

financial advisor, delaware valley financial group                                                       2009 c present

strategically manage high-net worth, affluent client assets to maximize financial performance

devise and execute complex financial plans for large estates

have delivered/directed seminars targeting young physicians to boost market penetration

contribute sharp leadership skills as well as subject matter expertise toward collaboratively training and mentoring new agents in product, cash needs analyses, client relationship building/management, and daily operations

 

financial advisor, creative financial group                                                       fall 2006 - winter 2008

successfully sold broad-range of financial instruments ranging from life insurance, annuities and disability income to mutual funds and 529 plans in order to optimize product/service offerings for comprehensive client servicing and market leveraging; thoroughly analyzed client financial needs to determine best financial solutions

effectively delivered expert informational sales presentations customized to potential client needs

 

management internship, aramark at lincoln financial field                                            summer 2005

collaboratively launched new stadium account, with strong focus on staffing and new hire orientation vital to building top-performing teams

 

supervisor/coach, pennsylvania lacrosse camps                                                  summer 2001-2004

demonstrated sharp leadership and motivation skills in successfully coaching and supervising as many as 100 students; incorporated innovative teaching strategies to boost performance                   

 

 

bachelor of science, the pennsylvania state university-university park; 2006

successfully dedicated 25+ hours weekly toward athletics concurrent with full academic schedule

4-year starter, men s varsity lacrosse team; top scorer award, sophomore year

ecac league champion; 2005

member, ncaa tournament, 2003 and 2005

 

 

member, merion cricket club & aronimink golf club