Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brendan Clancy

Newtown,PA

Summary

Results-driven professional specializing in financial client relations support, emphasizing client relationship management. Enhanced team productivity through streamlined administrative processes. Expertise in effective communication skills facilitates informed decision-making.

Overview

9
9
years of professional experience

Work History

Financial Advisor Assistant

Ameriprise Financial Jeffery J Burns
06.2024 - Current
  • Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
  • Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
  • Researched competitor trends and interpreted findings to report conclusions to supervisors.
  • Coordinated schedules and timelines for events.

Financial Advisor Assistant

LPL Financial Matthew Warren
01.2024 - 06.2024
  • Set up Client meeting
  • Marketing to potential new clients

Catering Staff Member

Piccolo Trattoria
06.2018 - Current
  • Resolved customer complaints promptly to enhance satisfaction levels.
  • Assisted chefs in food preparation, ensuring accurate plating and presentation.
  • Reported shortages of food, equipment, and liquor to appropriate personnel.
  • Executed meat carving, flambe preparation, and serving of wine and liquor.
  • Served over 350 guests during large events.

Candidate

Newtown Township - Constable Campaign
02.2021 - 11.2021
  • Organized fundraisers with team to support candidates and increase party visibility.
  • Promoted community relations, fostering engagement and collaboration.
  • Distributed information regarding candidates to enhance public awareness.

Gas Station Attendant

Sunoco Gas Station
05.2016 - 02.2019
  • Processed payments via cash, credit and debit cards and counted back change to customers to avoid cash drawer errors.
  • Sold store items and vehicle services to customers.
  • Maintained high standards of job safety, productivity, and quality.
  • Observed patron conduct and quickly granted assistance when necessary.

Cashier

Acme
04.2016 - 12.2017
  • Operated cash register, collected payments, and provided accurate change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
  • Wrapped items and bagged purchases properly to prevent merchandise breakage.
  • Scanned customer purchases and supported transactions to streamline sales process.

Education

BBA - Marketing

St. Joseph University
Philadelphia, PA
05.2022

Skills

  • Consumer demographics analysis
  • Sales strategy development
  • Market trend evaluation
  • Marketing strategy execution
  • Business performance assessment
  • Customer service

Timeline

Financial Advisor Assistant

Ameriprise Financial Jeffery J Burns
06.2024 - Current

Financial Advisor Assistant

LPL Financial Matthew Warren
01.2024 - 06.2024

Candidate

Newtown Township - Constable Campaign
02.2021 - 11.2021

Catering Staff Member

Piccolo Trattoria
06.2018 - Current

Gas Station Attendant

Sunoco Gas Station
05.2016 - 02.2019

Cashier

Acme
04.2016 - 12.2017

BBA - Marketing

St. Joseph University

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Brendan Clancy