Bobby Liga
Forest Hills,NY
Summary
Client-focused Financial Representative with strong communication and relationship-building skills. Experienced in guiding individuals and families toward financial confidence while delivering exceptional service and support.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Representative
Fidelity Investments
09.2024 - Current
- - Received Excellence in Action recognition in Spring 2023.
- - Turned client interactions into opportunity referrals by uncovering client drivers and needs.
- Recognized for strong client service, teamwork, and compliance with industry standards.
- Acted as Digital Lead in Roslyn assisting leadership with digital adoption on a daily basis.
Film Producer
East End Productions
08.2018 - Current
- - Raised $100,000+ through investor pitches and campaigns.
- - Managed production teams of 40+, negotiating contracts and overseeing budgets.
- - Twice nominated for Best Producer by Oniros Film Awards and Indie Short Fest.
Beverage Manager
The Smith
10.2016 - 08.2024
- - Promoted four times, ultimately managing $1MM+ liquor inventory for a $22MM restaurant.
- - Lead and train a team of 50+ staff in a fast-paced, client-focused environment.
- - Recognized for creating cost efficiencies and strengthening vendor relationships.
Acquisitions Manager
Asher Development
07.2021 - 08.2023
- - Conducted 100+ daily outreach calls, delivering $20MM+ in lease acquisitions.
- - Trained sales associates on prospecting and negotiation strategies.
Television Reporter
CBS & NBC Affiliates
01.2011 - 05.2016
- - Reported breaking news for top-rated affiliates, including live national coverage.
- - Produced, wrote, and edited high-impact stories under tight deadlines.
Education
B.A. - Broadcast Journalism, Minor in Spanish
Hofstra University
Hempstead, NYCertification
- - FINRA Series 7
- - FINRA Series 66
- - New York Life & Health Insurance License
- - Notary Public
Timeline
Financial Representative
Fidelity Investments
09.2024 - Current
Acquisitions Manager
Asher Development
07.2021 - 08.2023
Film Producer
East End Productions
08.2018 - Current
Beverage Manager
The Smith
10.2016 - 08.2024
Television Reporter
CBS & NBC Affiliates
01.2011 - 05.2016
B.A. - Broadcast Journalism, Minor in Spanish
Hofstra University
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