Microsoft 365
ADAM DELEO
Senior Investment Advisor
Pawleys Island,SC
Summary
Experienced Senior Investment Advisor with a strong track record in investment planning and cryptocurrency advisory, specializing in providing tailored guidance to clients in wealth/digital asset management ,estate planning, and investment decison-making.
Overview
20
20
years of professional experience
4
4
Certificates
Work History
Senior Investment Advisor
Scarborough Alliance
03.2017 - 01.2023
- Provide Advice and Retirement Planning for Telecom/Electrical Union Workers/Retail Clients.
- Customer Service: Trades, Account Questions, Account Reviews, Withdrawals.
- Create Retirement Reports (RetireReady Software).
- Branch Opening/Closing.
- Provide Sales Training /Cross Selling of Products.
Crypto Coach
The Avia Group
Stonington, CT
06.2021 - 08.2022
- Teach Cryptocurrency Via Zoom, Microsoft Teams and Google Meets
- Assist in opening Accounts/Wallets
- Assist in Selecting Coins
- Assist in Trading
- Learn about Income Growth
- Learn About NFTs
- Assist with Sending and Receiving Coins Via Wallets
Investment Advisor
Scottrade
Stamford, CT
2009.04 - 2015.01
Met with existing and prospective Clients to ascertain financial goals.
Researched companies and prepares presentations for clients.
Trades Stocks,Bonds,ETFs,Mutual funds Options
Portfolio Reviews
Helped Increased branch revenue by 20%
Created and performed Workshops and Seminars
Skills
Strategic Planning
Certification
Series 7
Software
Windows 11
MC OS
CRM Software
Discord
Hubspot
www.linkedin.com/in/adam-deleo
http://twitter.com/adamdeleo4
Community
Belong to the Instagram,Nextdoor and Reddit Community.
Interests
Traveling
History and Current Affairs
Cars
Paws Crossed Animal Rescue
I help by donating money and supplies to my four legged friends.
Timeline
Crypto Coach
The Avia Group
06.2021 - 08.2022
Senior Investment Advisor
Scarborough Alliance
03.2017 - 01.2023
Investment Advisor
Scottrade
2009.04 - 2015.01