Bassel Saliba Jr
Hackensack
Summary
Results-driven and relationship-oriented finance professional with a strong passion for wealth management, financial planning, and client service. Passed the Securities Industry Essentials (SIE) Exam and FINRA Series 66, demonstrating a solid foundation in investment products, securities regulations, retirement planning, and fiduciary standards. Former Division I athlete with proven discipline, competitiveness, communication skills, and the ability to perform under pressure. Adept at building relationships, presenting confidently, and developing trust with clients from diverse backgrounds. Seeking to leverage financial knowledge, sales ability, and a client-first mindset to grow within a leading wealth management or financial advisory firm.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Accounts Payable Associate
DL Transportation
Saddle Brook, NJ
06.2023 - Current
- Conducted thorough reviews of invoices and check requests, verifying accuracy and securing necessary approvals.
- Oversaw systematic organization and documentation of files, ensuring thoroughness and alignment with company policies and accepted accounting protocols.
- Reconciled accounts payable ledger with monthly financial statements to maintain accuracy.
Supervisor
Nadine Logistics
Ridgefield, NJ
06.2022 - 01.2023
- Oversaw team operations, facilitating the completion of all tasks within established deadlines to enhance productivity.
- Oversaw daily operations to optimize workflow. Directed workforce assignments to align with project goals. Maintained strict adherence to project specifications while promoting high standards of performance and safety.
Education
Bachelor of Arts - Business Administration
Felician University
Lodi, NJ05-2024
Associate of Arts - FInance
Fairleigh Dickinson University
Teaneck, NJ05-2020
Skills
- Client Relationship Management
- Goal Oriented
- Financial Markets Knowledge
- Financial statement analysis
- Investment Products & Suitability
- Risk Tolerance Assessment
- Compliance & Regulatory Knowledge
- Relationship Building
Certification
- Series 66- Uniform Combined State Law Examination
- Securities Industry Essentials Certificate
- NJ Life Producer License
- NJ Accident and Health Producer License
Timeline
Accounts Payable Associate
DL Transportation
06.2023 - Current
Supervisor
Nadine Logistics
06.2022 - 01.2023
Bachelor of Arts - Business Administration
Felician University
Associate of Arts - FInance
Fairleigh Dickinson University