Dan Jean Marie
Islip,NY
Summary
Highly-motivated employee with desire to take on new challenges. Hardworking employee with Strong work ethic, capable of excellent customer service and multitasking skills while promptly meeting project deadlines. Ambitious, career-focused job seeker, anxious to obtain an entry-level Management position.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
Melville, NY
08.2023 - Current
- Provided ethical, objective and holistic financial planning advice to clients.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Provided advice on tax-advantaged investment opportunities.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
Valet/ Parking Attendant
Towne Park Valet Parking
Manhasset, NY
10.2018 - 02.2022
- Used to dealing with over 500 customers daily
- Offered a supervisor position in less than a year
- Trusted to run things smoothly after managers leave site
Cashier
ABM / Valet
New Hyde Park, NY
06.2017 - 08.2018
- Used to dealing with over 50 customers daily
- Trusted to run things smoothly after managers leave site
Education
Bachelor of Business Administration - Business Management
Farmingdale State College
Farmingdale, NY12.2022
Associate of Science Degree - Business Management
Nassau Community College, Education Dr
Garden City, NY05.2019
Skills
- Confident and decisive under stressful conditions
- Business analysis & process management skills
- Able to work independently and as a cooperative team member
- Workable skills in Microsoft word / Powerpoint/ Excel
- Outstanding customer service skills with ability to proactively anticipate and provide solutions to customer needs
- Complex Problem Solving
- Conflict Resolution
- Good Work Ethic
- Budgeting and Forecasting
- Establish a clear identification of your business and list your business needs
- Interpret the business process flow across the organization through the effective use of Lucidchart
- Affective time Management
Affiliations
- Gym
Certification
- LAH licensed
Languages
Creole
Professional
French
Limited
References
References available upon request.
Timeline
Financial Representative
Northwestern Mutual
08.2023 - Current
Valet/ Parking Attendant
Towne Park Valet Parking
10.2018 - 02.2022
Cashier
ABM / Valet
06.2017 - 08.2018
Bachelor of Business Administration - Business Management
Farmingdale State College
Associate of Science Degree - Business Management
Nassau Community College, Education Dr