Summary
Overview
Work History
Education
Skills
Timeline
Generic

Christopher Michael

Slate Hill,NY

Summary

Motivated and dedicated professional with a background in customer service, operations, and problem-solving, seeking to transition into the financial industry as an Entry-Level Financial Advisor. Eager to apply my strong interpersonal skills, ability to work under pressure, and commitment to ongoing learning in financial planning. Dedicated to helping clients achieve their financial goals while developing my expertise in financial management.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Recruit Trooper

New York State Police Academy – Partial Training
Cazenovia, New York
07.2024 - 11.2025
  • Gained hands-on experience in law enforcement and public safety protocols, including emergency response, defensive tactics, and investigative techniques.
  • Developed skills in effective communication, teamwork, and high-pressure decision-making, all of which are transferable to a financial advisory career.

Captain Service Manager

Villa Venezia
Goshen, NY, New York
07.2021 - 07.2024
  • Managed high-volume customer events (40-60 clients out of around 350 per event), ensuring a high standard of service, smooth operations, and client satisfaction.
  • Developed and maintained strong relationships with clients, assisting in the development of repeat business through personalized service and attention to detail.
  • Trained and mentored new employees on operational procedures and client service protocols, ensuring team cohesion and high-quality performance.
  • Made real-time decisions to resolve service issues, ensuring that both customer needs and operational procedures were balanced effectively.

Server

The Dairy'o
Slate Hill, New York
03.2021 - 11.2023
  • Provided excellent customer service by greeting and assisting clients, offering product recommendations, and addressing inquiries in a friendly and professional manner.
  • Managed cash transactions accurately, processed payments, and ensured correct change, building trust and rapport with customers.
  • Maintained cleanliness and organization of work areas to comply with health and safety regulations, ensuring a safe and enjoyable customer experience.

Education

Minisink Valley High School
NY
06-2021

Associate of Arts - Humanities

Orange County Community College
Middletown, NY

Computer Programming - Certificate of Career Studies

Orange County Ulster Boces
Goshen, NY

(FBLA) Future Business Leaders Of America -

Minisink Valley HighSchool
NY

Skills

  • Client Relationship Management
  • Financial Planning Fundamentals (Self-study / Ongoing Education)
  • Problem Solving & Critical Thinking
  • Communication & Active Listening
  • Sales & Customer Service experience
  • Time Management and Organizational Skills
  • Risk Management & Safety Protocols
  • Cash Handling & Transaction Management
  • Quick Decision Making Under Pressure
  • Microsoft Office Suite (Word, Excel, PowerPoint)
  • Basic Life Support (BLS) & First Aid Certified

Timeline

Recruit Trooper

New York State Police Academy – Partial Training
07.2024 - 11.2025

Captain Service Manager

Villa Venezia
07.2021 - 07.2024

Server

The Dairy'o
03.2021 - 11.2023

Minisink Valley High School

Associate of Arts - Humanities

Orange County Community College

Computer Programming - Certificate of Career Studies

Orange County Ulster Boces

(FBLA) Future Business Leaders Of America -

Minisink Valley HighSchool
Christopher Michael