Alexander Bencivenne
Cranford,NJ
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Cetera Advisor Networks LLC
01.2018 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Hospitality Manager
William Paterson University
01.2012 - 05.2017
- Enhanced guest satisfaction by promptly addressing concerns and implementing effective solutions.
- Managed daily operations for smooth functioning of the establishment, ensuring high-quality service delivery.
- Collaborated with various departments to achieve operational excellence, boosting overall guest experience quality.
- Analyzed customer feedback to identify areas for improvement, leading to continuous enhancement of offerings.
- Promoted a positive work environment fostering teamwork among employees across all departments within the establishment.
Education
BBA - Financial Planning And Services
William Paterson University
Wayne, NJ05.2017
Skills
- Mutual Funds
- Stock Market Understanding
- Client Relations
- Investment Planning
- Financial Advising
Certification
- Active Series 7
- Active Series 66
Timeline
Financial Advisor
Cetera Advisor Networks LLC
01.2018 - Current
Hospitality Manager
William Paterson University
01.2012 - 05.2017
BBA - Financial Planning And Services
William Paterson University
- Active Series 7
- Active Series 66
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