Cutter Thomas
Danbury
Summary
Energetic and results-driven individual with natural aptitude for analytical thinking and relationship building. Possesses solid understanding of financial markets and investment strategies, coupled with proficiency in data analysis and financial modeling. Committed to leveraging these skills to drive client success and growth.
Offers a strong foundation in project coordination and hands-on problem-solving, eager to learn and grow in dynamic environment. Brings ability to quickly acquire industry-specific knowledge and apply technical skills in real-world scenarios. Ready to use and develop project management and compliance skills in a Maintanance role.
Overview
2
2
years of professional experience
Work History
Financial Broker/Life Insurance Sales Representative
Global Financial Impact
11.2023 - 10.2024
- Conducted thorough due diligence on potential investments, mitigating risks for clients.
- Boosted client satisfaction by providing personalized financial advice and guidance.
- Streamlined processes to improve efficiency in managing client accounts and transactions.
- Communicated effectively with clients, presenting complex information in a clear and concise manner.
- Maintained up-to-date knowledge of market trends, enabling informed recommendations to clients.
- Designed investment strategies for clients to achieve their financial goals.
- Managed risk within portfolios by diversifying investments and conducting regular reviews.
- Developed strong relationships with clients, ensuring trust and confidence in their financial decisions.
- Negotiated favorable terms for clients on various investment products and services.
- Worked closely with compliance officers to ensure adherence to industry regulations and company policies.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
Line Buster
Whataburger
08.2023 - 11.2023
- Reset and cleaned tables quickly to prepare for new customers.
- Collected trash, wiped up spills, and removed trays to maintain fresh and clean customer areas.
- Worked quickly, communicated with other staff and always looked for better ways of completing tasks to improve productivity and keep tables ready for incoming guests.
- Completed side work duties, ensuring that all necessary supplies were stocked for shift success.
- Enhanced customer satisfaction by maintaining a clean and organized dining area.
- Maintained high levels of cleanliness throughout shifts, contributing to overall restaurant presentation.
- Organized and cleaned assigned sections by sanitizing and cleaning table, counter, and kitchen surfaces.
- Collaborated with fellow bussers and servers to create an efficient flow during peak hours.
- Developed excellent relationships with managers and fellow team members to support team success and positive work environment.
- Supported team members with additional tasks, promoting a positive work environment.
- Worked well in diverse team settings by partnering with others to complete tasks.
- Contributed to increased customer satisfaction by promptly addressing any concerns or requests.
- Pitched in extra hours and helped other staff during unexpected times of high volume to improve seating availability and food delivery to tables.
- Streamlined communication between kitchen and serving staff to enhance overall efficiency during busy periods.
Contractor/Laborer
Gulf Coast Pipeline Services
02.2023 - 05.2023
- Kept site work safe and in line with budget, schedule, and applicable building codes.
- Implemented safety protocols on job sites, reducing incidents of workplace accidents and injuries.
- Collaborated with cross-functional teams to ensure seamless project execution and delivery.
- Frequently inspected production area to verify proper equipment operation.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Expanded skill set through continuous learning of new techniques, tools, and equipment related to laborer tasks.
- Improved worksite efficiency by maintaining clean and organized work areas.
- Performed general housekeeping and cleaning tasks.
- Contributed to successful completion of projects by following instructions from supervisors and adapting to changing priorities.
Education
No Degree - Basics
Brazosport College
Lake Jackson, TX06-2023
GED -
Brazosport College
Lake Jackson, TX09-2022
Skills
- Financial Analysis
- Retirement Financial Planning
- Strategic Asset Management
- Client Financial Advisory
- Attention to detail
- Problem-solving
- Worksite safety
- Commercial construction experience
- Equipment installation
- Equipment Repair
- Multitasking and organization
- Team collaboration
Timeline
Financial Broker/Life Insurance Sales Representative
Global Financial Impact
11.2023 - 10.2024
Line Buster
Whataburger
08.2023 - 11.2023
Contractor/Laborer
Gulf Coast Pipeline Services
02.2023 - 05.2023
No Degree - Basics
Brazosport College
GED -
Brazosport College
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