Christian
Providence,RI
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
Providence, Rhode Island
03.2025 - Current
- Assessed customer risk levels and recommended appropriate coverage options.
- Scheduled meetings with prospective clients to discuss available products and services.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Maintained accurate records of all insurance transactions using computer software systems.
- Advised customers on the best ways to minimize risks associated with their assets.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Developed financial plans and strategies tailored to clients' individual needs.
- Identified new business opportunities through networking events or referrals from existing clients.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Maintained and updated existing databases for report generation.
- Gathered, analyzed, and interpreted data from multiple sources for the purpose of preparing accurate reports.
- Compiled data from multiple sources into concise summaries for executive review.
- Provided data reports to clients to show current process analysis and proposed process numbers.
- Updated internal documentation related to report writing procedures, policies, and protocols.
- Developed and wrote technical documentation for products.
- Created data reports with channel performance and evolution for managerial reporting.
Office Coordinator
Walter Bronhard Real estate
Providence, Rhode Island
05.2023 - Current
- Managed office operations, including scheduling appointments, coordinating meetings, and maintaining office supplies
- Developed and implemented efficient filing systems to ensure easy access to important documents
- Assisted in the onboarding process of new employees by preparing workstations and providing necessary resources
- Coordinated travel arrangements for executives, including booking flights, hotels, and transportation
- Handled incoming calls and emails professionally, directing inquiries to appropriate staff members
- Prepared reports, presentations, and correspondence for internal and external communication purposes
- Provided administrative support to senior management by handling confidential information with discretion
- Coordinated maintenance requests for office equipment or facilities repairs as needed
- Served as point of contact between departments facilitating smooth workflow across teams
Residential HVAC Installer
Gem plumbing
Linc, Rhode Island
11.2023 - 10.2024
- Operated primarily in commercial installs inside apartment complexes.Also experienced in residential AC, and gas heat install.
Fraternity New Member Education
Alpha Kappa Lambda University Of Alabama Gamma Beta Chapter
Tuscaloosa , Alabama
08.2022 - 08.2023
- Responsible for new member recruitment. In my time I gathered 120 new members. A total of 3 million dollars of revenue generated.
- Responsible for organizing events with other organizations including the University, and other Greek organizations.
- Attending national conferences
- Prepared and maintained personnel reports and records for officials and agencies.
- Negotiated contracts with vendors for supplies and services.
- Prepared and submitted budget requests or grant proposals to solicit program funding.
- Provided guidance on membership recruitment strategies to increase awareness of the organization's mission.
Education
Certificate of Technical Studies - HVAC
N.E.T.T.T.S
Pawtu06-2024
Bachelor of Arts - Philosophy, Pre Law Designation, Minor in Ethics I
The University of Alabama
Tuscaloosa, AL05-2023
Skills
- SIE Licensed
- Life and Health Insurance licensed
- Contract coordination
- Production leadership
- Office administration
- Document management
- Meeting coordinator
- Client relations
- Cross-functional collaboration
- Business correspondence writing
- Scheduling expertise
- Records management
- Bookkeeping
- Budgeting
- Travel coordination
- Report generation
- Staff management
- Onboarding /Off boarding
- CRM
Timeline
Financial Advisor
Northwestern Mutual
03.2025 - Current
Residential HVAC Installer
Gem plumbing
11.2023 - 10.2024
Office Coordinator
Walter Bronhard Real estate
05.2023 - Current
Fraternity New Member Education
Alpha Kappa Lambda University Of Alabama Gamma Beta Chapter
08.2022 - 08.2023
Certificate of Technical Studies - HVAC
N.E.T.T.T.S
Bachelor of Arts - Philosophy, Pre Law Designation, Minor in Ethics I
The University of Alabama