Summary
Overview
Work History
Education
Skills
Certification
ACTIVITES
Timeline
QUALIFICATIONS
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Aaron Molnoskey

New Braunfels,TX

Summary

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Financial Advisor

LPL Financial
Austin, TX
12.2022 - 06.2025
  • Budgeting, forecasting, financial modeling, variance analysis, and risk assessment.
  • Analyzed market trends to provide timely investment recommendations for diverse portfolios.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Mentored junior advisors on best practices in client management and financial planning techniques.
  • Managed Account Book totaling $24 Million and Brokerage Account Book totaling $1 Million.

Financial Advisor

Thrivent Financial
Cedar Park, TX
09.2021 - 12.2022
  • Conducted comprehensive financial reviews, ensuring compliance with regulatory requirements and industry standards.
  • Implemented strategic initiatives to enhance client service experience and operational efficiency.
  • Collaborated with cross-functional teams to develop innovative financial products tailored to client needs.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Service Coordinator

Curative Health Services
Wimberly, Tx
11.2020 - 09.2021
  • Coordinated client communications to enhance service delivery and satisfaction.
  • Assisted in implementing process improvements to streamline client onboarding.
  • Analyzed client feedback to identify trends and recommend service enhancements.
  • Led initiatives to improve response times for client inquiries and requests.
  • Acted as an advocate for both the company''s interests as well as those of clients, ensuring that all parties'' needs were met in a mutually beneficial manner.

Field Investigator

Texas Department of Family and Human Services (Investigator)
San Antonio, TX
04.2019 - 06.2020
  • Established strategic relationships with external agencies to facilitate information sharing.
  • Documented findings and prepared detailed reports.
  • Conducted thorough face-to-face interviews with employers, families, neighbors, friends, and suspects, and documented investigative findings.
  • Collected, analyzed and interpreted information, documentation, and physical evidence associated with investigations.
  • Collaborated with law enforcement to ensure compliance with legal protocols during inquiries.
  • Utilized advanced investigative tools and software to enhance data collection processes.

Texas Backyard (Lead Position)

HEB – New Braunfels
New Braunfels
06.2016 - 04.2019
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness, and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Grocery Department (Lead Position)

HEB – New Braunfels, TX
New Braunfels, TX
06.2011 - 06.2016
  • Streamlined inventory management processes to optimize stock levels and reduce waste.
  • Implemented process improvements that increased operational efficiency and reduced turnaround times.
  • Mentored staff on best practices, fostering a collaborative environment and improving team performance.
  • Monitored key performance indicators, driving continuous improvement efforts across the department.
  • Oversaw efficient inventory stocking and supply rotation.
  • Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.

Education

Master of Exercise Science - Clinical Populations

Texas State University
San Marcos, TX
08-2017

Bachelor of Exercise and Sports Science - Minor in Health and Wellness Promotion

Texas State University
San Marcos, TX
12-2013

Skills

  • Problem-solving
  • Attention to detail
  • Flexible and adaptable
  • Dependable and responsible
  • Multitasking
  • Critical thinking
  • Decision-making
  • Problem resolution
  • Organization and time management

Certification

BCLS

ACTIVITES

KIWANIS OF NEW BRAUNFELS January 2021 – January 2024 Volunteered with community events to raise money for the organization. KIWANIS OF NEW BRAUNFELS January 2021 – January 2024 Volunteered with community events to raise money for the organization.

Timeline

Financial Advisor

LPL Financial
12.2022 - 06.2025

Financial Advisor

Thrivent Financial
09.2021 - 12.2022

Service Coordinator

Curative Health Services
11.2020 - 09.2021

Field Investigator

Texas Department of Family and Human Services (Investigator)
04.2019 - 06.2020

Texas Backyard (Lead Position)

HEB – New Braunfels
06.2016 - 04.2019

Grocery Department (Lead Position)

HEB – New Braunfels, TX
06.2011 - 06.2016

Bachelor of Exercise and Sports Science - Minor in Health and Wellness Promotion

Texas State University

Master of Exercise Science - Clinical Populations

Texas State University

QUALIFICATIONS

  • Experienced in helping clients create an overall investment portfolio based on their current and future goals.
  • Excellent reporting, record keeping and relationship building abilities.
  • Motivated to acquire new skills and use current knowledge and skills to develop.
  • Adaptable and persistent in any situation.
  • Dedicated to the completion of task to the highest of standards.
Aaron Molnoskey