Chantz San Nicolas
Marysville,WA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach and coachable mentality. Exceptional knowledge in wealth management, estate planning and investment.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
04.2021 - 04.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Apartment Manager
Central Washington University Housing
06.2019 - 06.2021
- Handled conflict resolution between tenants, successfully mediating disputes and maintaining a positive living environment for all parties involved.
- Maximized occupancy rates through proactive marketing and timely processing of rental applications.
- Coordinated with maintenance staff to quickly resolve repair requests, minimizing tenant inconvenience.
- Conducted move-out and move-in inspections to determine charges for damages and market readiness.
Resident Assistant
Central Washington University Housing
09.2018 - 06.2019
- Served as an approachable resource for residents seeking advice or assistance with resident issues.
- Attended, participated, and contributed to monthly staff meetings addressing resident needs.
- Responded to room transfers, incident reports, and maintenance requests.
- Organized and hosted social and educational events for residents to foster meaningful connections community.
Education
Bachelor of Science - Finance
Central Washington University
Ellensburg, WA06.2021
Skills
- Relationship building and management
- Sales expertise
- Retirement planning
- Client relations
- Customer referrals
- Financial planning
Timeline
Financial Advisor
Northwestern Mutual
04.2021 - 04.2024
Apartment Manager
Central Washington University Housing
06.2019 - 06.2021
Resident Assistant
Central Washington University Housing
09.2018 - 06.2019
Bachelor of Science - Finance
Central Washington University
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