Aubrey Monette Padilla
Long Island City,NY
Summary
Accomplished Registered Financial Representative with a proven track record at NYLIFE Securities LLC, adept in portfolio management and fostering client relationships. Leveraged expertise in estate planning and insurance solutions to exceed client investment goals. Demonstrated leadership in mentoring teams and driving profitability through strategic asset allocation and innovative investment strategies.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Registered Financial Representative
NYLIFE Securities LLC
Melville, NY
11.2023 - Current
- Mentored and supported clients with market insights as they worked towards retirement and investment goals.
- Utilized broad knowledge to recommend solutions to potential customers.
- Drove profitability by leveraging analytics to support clients with life, disability and long-term care insurance investments.
- Provided comprehensive financial planning advice to clients.
- Created financial plans tailored to each individual client's needs and goals.
- Worked with customers to determine needs, evaluate financial means, and check eligibility for products or services.
Licensed Insurance Agent
New York Life Insurance Co
Melville, NY
02.2023 - Current
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Achieved repeat business and referrals through personalized services.
Estate Manager
Private Family Office
New York, NY
12.2018 - 12.2023
- Provided guidance to junior staff members regarding day-to-day tasks related to running an efficient estate.
- Prepared detailed budgets and financial reports for properties.
- Managed daily operations of estate grounds, buildings, personnel, and equipment.
- Oversaw daily operations, maintenance, and administration of various properties.
- Hired and managed contractors for seasonal and monthly work.
- Tracked inventory levels of supplies used throughout the estate and placed orders when needed.
- Maintained records of employee performance evaluations and disciplinary actions taken when needed.
- Coordinated maintenance schedule by hiring technical and mechanical contractors.
Instructor
University of La Salette
Santiago, Philippines
06.2011 - 10.2012
- Conducted lectures, demonstrations and group activities in order to enhance learning experience.
- Kept up-to-date with advancements in subject area knowledge by attending conferences or workshops.
- Met with administrators and department team members to work on curriculum planning and assessment methods.
- Prepared and graded subject tests for students.
Hospital Pharmacist
Southern Isabela General Hospital
Santiago, Philippines
02.2005 - 10.2012
- Maintained patient drug histories.
- Managed inventory and reduced costs by negotiating prices with multiple generic pharmaceutical suppliers.
- Collaborated with healthcare teams to develop and implement patient-specific pharmacotherapy plans.
- Conducted quality improvement projects aimed at enhancing medication safety and pharmacy services.
- Counseled patients on appropriate use of over-the-counter and prescription medications.
Education
Master of Science - Public Health
University of La Salette
Santiago Philippines04-2012
Bachelor of Science - Pharmacy
Centro Escolar University
Manila Philippines04-2004
Skills
- Portfolio management
- Asset allocation
- Debt management
- Investment strategies
- Estate planning
- Insurance solutions
Certification
- Securities Industry Essentials
- Series 6
- Series 63
- Series 7
- Financial Services Chartered Professional
References
References available upon request.
Timeline
Registered Financial Representative
NYLIFE Securities LLC
11.2023 - Current
Licensed Insurance Agent
New York Life Insurance Co
02.2023 - Current
Estate Manager
Private Family Office
12.2018 - 12.2023
Instructor
University of La Salette
06.2011 - 10.2012
Hospital Pharmacist
Southern Isabela General Hospital
02.2005 - 10.2012
Master of Science - Public Health
University of La Salette
Bachelor of Science - Pharmacy
Centro Escolar University
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