Alcira Burgdoerfer
Apollo Beach
Summary
Dynamic Financial Advisor with a proven track record at Prudential Securities, excelling in relationship building and investment advice. Skilled in analytical thinking, I successfully tailored financial strategies to meet client needs, enhancing portfolio performance and fostering loyalty. Bilingual in Spanish and English, I effectively communicate complex concepts to diverse clients.
Overview
26
26
years of professional experience
Work History
Financial Advisor
Prudential Securities
03.2019 - Current
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Associate
New York Life Insurance Co
10.2014 - 03.2019
- Reduced company expenses, identifying areas of inefficiency and implementing cost-cutting measures.
- Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
- Opened accounts for new and existing customers and assisted customers in completing application forms.
- Proposed investment products to customers.
Assistant Manager
Bank of America
07.2000 - 10.2014
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Payroll Administrator
Aladin Corporation
02.1999 - 07.2000
- Handled complex payroll situations such as back-pay calculations, garnishments, and overtime payments with accuracy and professionalism.
- Calculated payroll deductions by accurately using [software] and processed payroll to meet preset requirements.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Reduced errors in payroll calculations with meticulous attention to detail and thorough data verification.
Education
Recepcionist And International Business - Public Relations
SUNY, Farmingdale
Farmingdale, NY06-2005
No Degree -
English Is A Second Language
Suffolk NY06-2000
High School Diploma -
Colegio Josefino Nuestra Sra De La Paz
San Miguel, CA06-1990
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Bilingual Spanish and English
Timeline
Financial Advisor
Prudential Securities
03.2019 - Current
Financial Associate
New York Life Insurance Co
10.2014 - 03.2019
Assistant Manager
Bank of America
07.2000 - 10.2014
Payroll Administrator
Aladin Corporation
02.1999 - 07.2000
Recepcionist And International Business - Public Relations
SUNY, Farmingdale
No Degree -
English Is A Second Language
High School Diploma -
Colegio Josefino Nuestra Sra De La Paz
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