Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
College Financial Representative
Northwestern Mutual
12.2023 - Current
Increased client satisfaction by providing comprehensive financial planning services tailored to individual needs.
Conducted thorough financial analyses, identifying potential areas of improvement or growth opportunities for clients'' portfolios.
Expanded client base through targeted outreach and networking efforts, leading to increased revenue for the firm.
Implemented personalized insurance solutions for clients, ensuring adequate protection against unforeseen events.
Developed strong relationships with clients, ensuring trust and confidence in their financial strategies.
Consistently met or exceeded sales targets by effectively presenting product offerings to prospective clients in a compelling manner.
Provided ongoing support to existing clients through regular check-ins and portfolio reviews, fostering long-term relationships built on trust and value-added services.
Assistant Certifying Official
Veterans Affairs
09.2021 - 11.2023
Assisted School Certifying Official process veteran GI bills so they can attend the University of New Mexico.
Skilled at working independently and collaboratively in a team environment.
Excellent communication skills, both verbal and written.
Worked well in a team setting, providing support and guidance.
Strengthened communication skills through regular interactions with others.
Learned and adapted quickly to new technology and software applications.
Asset Protection Associate
Walmart
06.2019 - 05.2021
Patrolled store departments to check for suspicious activities.
Controlled reduction of loss inventory by protecting company assets.
Monitored and analyzed customer behavior to identify and respond to potential theft and fraud incidents.
Collaborated with store management to develop targeted action plans addressing high-risk areas and items.
Improved store safety for employees and customers through regular risk assessments and hazard identification.
Developed strong relationships with local law enforcement agencies, enhancing collaboration efforts in combating retail crime trends within the community.
Marine Rifleman
United States Marine Corps
06.2015 - 05.2019
Advanced overall unit performance with rigorous physical fitness training and mental preparedness exercises.
Increased unit readiness by conducting regular equipment inspections and maintenance procedures.