DAKOTA LAMBROU
Massapequa Park
Summary
Results-driven Financial Professional with experience in investment planning, retirement strategies, insurance solutions, and client relationship management. Proven ability to independently build and maintain a book of business through cold outreach, networking, and referral development. Holds Series 7, Series 66, SIE, and Life & Health licenses with bilingual proficiency in English and Spanish.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Financial Professional
Equitable Advisors
Melville
07.2024 - Current
- Manage approximately $1M in assets under management and generated approximately $10M in annuity and life insurance product sales
- Provide retirement, investment, and insurance planning solutions tailored to client goals and risk tolerance
- Maintain 100% client retention through personalized service and ongoing relationship management
- Developed and maintained client relationships through proactive prospecting, cold outreach, networking, and referrals, fostering long-term loyalty
- Scheduled 15+ new client introductions weekly through self-driven business development, enhancing client base growth
- Utilized eMoney, Asset-Map, Morningstar, Bloomberg, Salesforce CRM, and Microsoft Excel to streamline financial planning processes
Manager / Server
Krisch's Restaurant & Ice Cream Parlor
Massapequa
06.2018 - 07.2024
- Provided high-level customer service in fast-paced environment, ensuring positive experiences for 200+ patrons daily
- Oversaw cash handling and balancing procedures, resolving customer issues effectively
- Developed strong communication and interpersonal skills through daily client interactions and team coordination
Education
Bachelor of Arts - Economics & Spanish
Binghamton University Harpur College of Arts and Sciences
Binghamton, NY 08.2020 - 05.2024
Skills
- Financial Analysis
- Financial Planning
- Financial modeling
- Portfolio Management
- Salesforce
- Microsoft Excel
- Client Relationship
Personal Information
Title: Financial Professional
Websites
Locations
- Melville, NY
- New York, NY
Licenses Skills Leadership
Series 7, Series 66, SIE, Life & Health, Salesforce CRM, Bloomberg, Morningstar, eMoney, Asset-Map, Microsoft Excel, Captain, Soccer Team, VP, Chess Club, Secretary, Mathletes, English (Native), Spanish (Professional Working Proficiency)
Timeline
Financial Professional
Equitable Advisors
07.2024 - Current
Bachelor of Arts - Economics & Spanish
Binghamton University Harpur College of Arts and Sciences
08.2020 - 05.2024
Manager / Server
Krisch's Restaurant & Ice Cream Parlor
06.2018 - 07.2024