Dexter Hopkins
Newark,DE
Summary
People-loving, detail-oriented candidate desiring an opportunity to deliver world-class customer service and hospitality. Extensive experience in restaurant and financial services.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Paraplanner
Erhard Financial Planning LLC
Wilmington, DE
10.2023 - 08.2024
- Regularly strived to deliver the highest level of customer service to each client and prospect
- Placed securities trades and conducted money movements as requested by the client
- Completed various forms to start accounts, transfer funds, establish bank links, etc.
- Deposited rollover checks into corresponding accounts
Financial Planner
Prudential Financial
02.2020 - 10.2023
- Met with clients and prospects to discuss goals and financial circumstances.
- Drafted comprehensive financial plans to offer recommendations and supporting data.
- Implemented various financial recommendations including insurances and investments.
- Unconditionally put clients' needs first
Sales Representative
Midnight Oil Brewing Company
07.2019 - 10.2020
- Researched potential clients and markets to prepare for appointments.
- Visited clients on-site to give benefit-oriented sales presentations.
- Built relationships with local bar managers and owners through consistent follow-up and outreach.
Bartender
Firebirds Wood Fired Grill
06.2017 - 03.2020
- Demonstrated superior service by anticipating and addressing each guests' individual needs.
- Maintained exceptional accuracy and efficiency when processing sales transactions in fast-paced environments.
- Delivered genuine apologies without excuse on rare occasions that mistakes were made.
Education
University Of Delaware
Newark, DERed Lion Christian Academy
Bear, DESkills
- Strong interpersonal aptitude
- Overall Microsoft Office proficiency
- Mathematic proficiency
- Client retention
- Conflict resolution
- Customer relationship management
- Acute attention to detail
Certification
- Series 7 License
- Series 66 License
Timeline
Financial Paraplanner
Erhard Financial Planning LLC
10.2023 - 08.2024
Financial Planner
Prudential Financial
02.2020 - 10.2023
Sales Representative
Midnight Oil Brewing Company
07.2019 - 10.2020
Bartender
Firebirds Wood Fired Grill
06.2017 - 03.2020
University Of Delaware
Red Lion Christian Academy