DIMITIRI ROBERTS
Lake Elsinore,CA
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining buying & selling processes for optimized support and CB Plugs work. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Cryptocurrency Trader
Crypto Blockchain Plug
04.2019 - Current
- Created and implemented strategic trading approaches.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Financial Advisor
WFG, World Financial Group
06.2011 - 06.2019
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Education
Associate of Science - General Studies
Los Angeles Trade Technical College
Los Angeles, CA09.1988
Skills
- Cost Calculations
- Contract Negotiation
- Digital Currencies
- Customer Service
- Regulatory Compliance
- Market Trends
- Critical Thinking
Timeline
Cryptocurrency Trader
Crypto Blockchain Plug
04.2019 - Current
Financial Advisor
WFG, World Financial Group
06.2011 - 06.2019
Associate of Science - General Studies
Los Angeles Trade Technical College
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