BRIAN CRUZ
Brooklyn,NY
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
02.2025 - Current
- Provide personalized financial planning services in areas such as risk management, wealth accumulation, and wealth preservation
- Help clients identify their financial goals and develop customized plans to protect income, manage risk, and plan for future milestones such as retirement, education funding, and legacy planning.
- Conduct comprehensive fact-finding meetings to understand clients' financial situations, values, and priorities.
- Educate individuals on the importance of risk management and how to integrate insurance into broader financial strategies.
- Leveraged financial planning software to create detailed forecasts, aiding clients in long-term planning.
- Maintain consistent activity through calls, meetings, and referrals while adhering to compliance and ethical standards.
- Work collaboratively with a team of specialists and mentors to deliver holistic financial solutions.
Porter
Oxford East 72nd
06.2019 - 08.2019
- Communicated with residents regarding concerns, questions, or problems residents have
- Trained new co-workers by demonstrating how to perform daily tasks efficiently
- Aided new co-workers by providing previous knowledge & experience for a more effortless adjustment
- Improved residents’ gratification by voluntarily offering help
- Performed essential maintenance work to guarantee a clean building for residents
- Teamed with other co-workers to effectively complete essential tasks
Education
Master of Science - Finance
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW
05.2024
Bachelor of Science - Business Administration, Financial Analysis Concentration
University At BUffalo, THE STATE UNIVERSITY OF NEW YORK
06.2023
Skills
- Microsoft Excel, Powerpoint, Outlook, & Word
- Financial planning
- Teamwork and collaboration
- Problem-solving
- Client servicing
- Excellent communication
Certification
- NY Life, Accident, and Health Insurance Agent license
- Bloomberg Market Concepts Certification
- Bloomberg ESG Certification
Timeline
Financial Representative
Northwestern Mutual
02.2025 - Current
Porter
Oxford East 72nd
06.2019 - 08.2019
Master of Science - Finance
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW
Bachelor of Science - Business Administration, Financial Analysis Concentration
University At BUffalo, THE STATE UNIVERSITY OF NEW YORK
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