Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
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BRENDAN HUSCH

Stony Brook,NY

Summary

Results-driven Financial Services Professional with expertise in financial planning and client relationship management. Notable achievements include the development of tailored financial solutions that effectively meet client objectives, supported by strong sales leadership and business development capabilities. Committed to delivering clear financial guidance to foster long-term growth while simplifying complex concepts for clients. Proven track record in team building and independent decision-making enhances organizational success.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Services Professional

New York Life
Melville, NY
02.2024 - Current
  • Design financial plans for client security, boosting satisfaction, and retention.
  • Expand the client base through strategic networking, enhancing market presence.
  • Conduct financial assessments to align solutions with client goals.
  • Present complex financial concepts clearly to foster client understanding.
  • Collaborate with the other coworkers for shared insights and driving sales performance.

District Manager

Vector Marketing
Remote
04.2022 - 02.2024
  • Delivered strategic mentorship to representatives for enhancing sales effectiveness.
  • Formulated and applied action plans boosting operational outcomes.
  • Applied effective techniques for successful candidate assessments.
  • Enhanced communication channels with applicants across hiring cycles.
  • Led team to consistently meet and exceed sales targets.
  • Created and delivered training sessions to boost efficiency.

Sales Representative/Assistant Sales Manager

Vector Marketing
Remote
10.2020 - 04.2022
  • Assisted customers with product inquiries, pricing, and availability.
  • Supervised sales team activities, ensuring that daily targets were met.
  • Developed and maintained relationships to ensure repeat business.
  • Adapted to fast-paced work environments, with a flexible approach.
  • Generated over $50K in sales within the first three months, ranking #2 among college students in the nation for Q4.

Beach/Pool Lifeguard

Big Splash/World Gym/Town of Brookhaven
Suffolk County, NY
07.2017 - 08.2020
  • Trained to handle urgent situations effectively.
  • Oversaw water conditions to ensure safety.
  • Implemented effective communication of safety regulations.
  • Facilitated teamwork between emergency services and authorities.

Education

Some College (No Degree) - Attended(2020-2022)

Siena College
Latham, NY

Some College (No Degree) - Attended (2023)

Suffolk County Community College
Selden, NY

Skills

  • Financial planning
  • Revenue generation
  • Human Resource Management
  • Project Management
  • Business Development
  • Financial Management
  • Territory Management
  • Leadership Development

Certification

  • FINRA Series 6 License
  • FINRA Series 63 License
  • FINRA Series 7 (Window Opened/ Expected April 2025)

Accomplishments

  • All American Scholarship Winner - Vector Marketing
  • Presidents Club Inductee - Vector Marketing
  • The Leadership Academy Graduate - Vector Marketing

Timeline

Financial Services Professional

New York Life
02.2024 - Current

District Manager

Vector Marketing
04.2022 - 02.2024

Sales Representative/Assistant Sales Manager

Vector Marketing
10.2020 - 04.2022

Beach/Pool Lifeguard

Big Splash/World Gym/Town of Brookhaven
07.2017 - 08.2020

Some College (No Degree) - Attended(2020-2022)

Siena College

Some College (No Degree) - Attended (2023)

Suffolk County Community College
BRENDAN HUSCH