Dante DiGirolamo
Trumbull,CT
Summary
Young professional eager to advance my career. Spent time in a financial planning role acquiring and maintaining clients and providing sound financial advice. My strongest professional skillset is found in my ability build rapport with prospects quickly develop a relationship around trust. I have held a job since a young age. I love to work hard and devout my time to my career when I am passionate about what I do.
Overview
5
5
years of professional experience
Work History
Financial Representative
Northwestern Mutual
10.2023 - Current
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Streamlined financial processes for improved efficiency and accuracy in portfolio management.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Rigorous prospecting for client acquisition and generating new business.
Bartender
Boca Oyster Bar
06.2019 - 10.2023
- Operated a cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions
- Balanced daily registers and generated sales reports for management
- Maintained knowledge of bar and menu options to prepare drinks and make food recommendations
- Poured wine, beer and cocktails for patrons
- Provide excellent customer service within a busy high stress environment
- Work effectively and collaboratively within a team environment
- Leverage multitasking and problem-solving skills to maintain efficiency without sacrificing service
- Maintained a clean working environment and increased client satisfaction by ensuring areas are clean and inviting to guests
- Consistently praised for the quality and timelines, attention to detail, exemplary customer service and team-player attitude.
Education
Business Marketing Classes -
Housatonic Community College
01.2020
High School Diploma -
Trumbull High School
01.2019
Skills
- Client Acquisition
- Financial Portfolio reviews
- Client Account Servicing
- Maintaining Client Relationships
- Financial Planning Recommendations
- Prospecting
Timeline
Financial Representative
Northwestern Mutual
10.2023 - Current
Bartender
Boca Oyster Bar
06.2019 - 10.2023
Business Marketing Classes -
Housatonic Community College
High School Diploma -
Trumbull High School