Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, marketing and corporate training.
Overview
3
3
years of post-secondary education
4
4
years of professional experience
Work History
Certified Financial Advisor
Northwestern Mutual
Tampa, FL
05.2020 - 12.2021
At one of America’s Top 10 internships by, Vault Guide to Internships.
Proactively managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
Corporate Trainer
Florida Business Consulting
Orlando, FL
12.2020 - Current
Specialized in outsourced marketing, advertising, and sales for Fortune 500 clients.
Responsible for developing management teams to lead clients into new markets, cities, and countries with travel opportunities domestic and international.
General Manager
VinyalbyTegan
Tampa, FL
08.2019 - Current
As a mentor to the entrepreneur, accomplished department objectives of a retail brand by managing accounts, planning and evaluating department activities, while managing transaction reports, inventory and product capabilities.
Sales Associate
Vector Marketing
Tampa, FL
10.2018 - 02.2019
Self-driven associate focused on making calls and answering an average of 50 calls per week by addressing customer inquiries, solving problems, providing new product information while promoting and selling the product.
Sales Representative
Express
Pensacola , Florida
04.2017 - 06.2017
Creating a positive and fun shopping experience while providing quick and efficient service in the fitting room, on the merchandise floor and cash wrap with a smile and an invitation to come back.
Education
Bachelor of Science - Business Management
University Of South Florida
Tampa, FL
07.2017 - 12.2020
Skills
Advertisingundefined
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Additional Information
ACTIVITIES, HONORS, AND AWARDS ,
Vector Marketing Achievement - Met and exceeded quotas generating over $4,000 in sales, promoted twice in the span of three week, in addition to being promoted to key staff Consistently making the company newsletter 4 weeks in a row (must sell $750 in CPO to qualify for the newsletter)
Northwestern Mutual - Passed the 2-15 licensing exam, and recognized for being one of the top 3 interns in the office in lives and premium sales within the first two months of the program.
'Pi Kappa Alpha Fraternity - Vice President & Historian Facilitated several fund-raising events in addition to organizing annual composites for the chapter of over 70 members.
Quote
The real test is not whether you avoid this failure, because you won’t. It’s whether you let it harden or shame you into inaction, or whether you learn from it; whether you choose to persevere.