Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Bogdan Shostak

Newport Beach,CA

Summary

Dedicated financial services professional with a proven track record of success in the industry. Possesses expertise in financial analysis, wealth preservation planning, income protection, and client relationship management. Adept at developing and implementing comprehensive financial strategies to help clients achieve their financial goals. Excellent communication and interpersonal skills with a strong commitment to delivering exceptional service.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Services Professional

New York Life Insurance Company
09.2023 - Current
  • As a licensed Agent of New York Life Insurance Company I offered a variety of products that helped people meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Developed tailored retirement planning solutions, helping clients achieve their long-term financial objectives.
  • Conducted detailed and personalized financial reviews for business clients to advice appropriate products to fit clients needs.
  • Developed strong relationships with clients, leading to consistent referrals and a growing client base.

Financial Operations Coordinator

Novelty Group
01.2021 - 08.2023
  • Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
  • Tracked records, filed documents and maintained communication between clients to manage office activities.
  • Set priorities and problem-solved workflow issues to maintain rapport with customers and managers.
  • Managed budgets skillfully by tracking expenses diligently and allocating resources appropriately based on priority needs.
  • Negotiated contracts successfully with vendors securing favorable terms while upholding high-quality standards.

Education

Bachelor of Science - Economics

University of California - Los Angeles
Los Angeles, CA
09.2027

High School Diploma -

Corona Del Mar High School
Newport Beach
06.2023

Skills

  • Wealth Preservation Planning
  • Personal Finance
  • Income Protection
  • Insurance Planning
  • Investments
  • Cash Flow Management

Certification

  • Series 6 – Investment Company and Variable Contracts Products Representative Exam® (Series 6®) Exam | FINRA
  • Securities Industry Essentials® (SIE®) Exam | FINRA
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities | Licensed in CA and PA

Languages

English
Native or Bilingual
Russian
Native or Bilingual
Kazakh
Professional Working
Ukrainian
Professional Working

Timeline

Financial Services Professional

New York Life Insurance Company
09.2023 - Current

Financial Operations Coordinator

Novelty Group
01.2021 - 08.2023

Bachelor of Science - Economics

University of California - Los Angeles

High School Diploma -

Corona Del Mar High School

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Bogdan Shostak