Adam Naser
Manhattan,Illinois
Summary
Enthusiastic and hard working financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment strategies.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Licensed Financial Advisor
John O'Connnor And Associates LLC
04.2023 - Current
- Interacted with dozens of clients a month
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
Certified Pharmacy Technician
CVS Healthcare
02.2022 - 04.2023
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Completed paperwork, entering prescription and insurance or billing information into patient profiles.
- Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
- Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
- Interacted directly with over 100 patients daily, providing assistance in completing transactions, locating inventory, and medication adherence.
- Maintained proper drug storage procedures, registries, and records for controlled drugs.
- Worked with computerized and automated systems for dispensing medications and editing new patient profiles.
- Counted, measured and compounded medications following standard procedures.
Curbside Pickup Supervisor
Meijer
09.2020 - 01.2022
- Satisfied, with exceeding speed and accuracy, over 100 customer orders daily.
- Directly managed a team of 15-20 people to properly coordinate workflow.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Monitored workflow to improve employee time management and increase productivity.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
Bachelor of Science - Psychology
University of Illinois At Chicago
Chicago, IL12.2023
Skills
- Daily Client Contact
- Retirement Needs
- Evaluate Financial Histories
- Financial Advising
- High Net Worth Individuals Marketing
- Effective Communication
- Financial and Estate Planning
- Active Listening
- Outreach Strategies
- Client Privacy
Certification
- Series 65 License
- Life Insurance Producer License
- Health Insurance Producer License
Timeline
Licensed Financial Advisor
John O'Connnor And Associates LLC
04.2023 - Current
Certified Pharmacy Technician
CVS Healthcare
02.2022 - 04.2023
Curbside Pickup Supervisor
Meijer
09.2020 - 01.2022
Bachelor of Science - Psychology
University of Illinois At Chicago
- Series 65 License
- Life Insurance Producer License
- Health Insurance Producer License
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