Dominic Stella
Landenberg,PA
Summary
Obtaining a job as a results-driven and client-focused Portfolio Consultant. Leveraging expertise in financial analysis, relationship management, and persuasive communication to support the Internal Sales team in acquiring new business and delivering superior portfolio guidance to Financial Advisors. Dedicated to effectively navigating complex investment offerings and delivering exceptional service to clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
06.2023 - Current
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions
- Streamlined financial processes for improved efficiency and accuracy in portfolio management
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions
- Collaborated with cross-functional teams to develop innovative financial products for diverse clientele
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future
Men’s Varsity Lacrosse Player
College Activities, York College Of PA
08.2019 - 09.2022
- Exhibited excellent teamwork and strong work ethic by promoting camaraderie
- Trained extensively 30 hours per week for upcoming competitions to perform at top-level
- Practiced with team on schedule and trained alone to enhance athletic abilities and contributions to team success
Ticket and Fan Services Intern
Philadelphia Eagles
01.2023 - 05.2023
- Assisted staff with day-to-day operations, including answering fan and customer questions via phone calls and emails handling at minimum 75 calls per day
- Managed and maintained customer hard file system and operated Archtics ticketing system for reports and account setup
- Assisted staff with renewals, invoicing, and default mailings for current season ticket members
Camp Counselor
IMG Academy
06.2022 - 08.2022
- Contributed as a responsible adult presence for over 1,000 campers per week, provided guidance and support on and off-campus for student-athletes and camp participants
- Established a healthy environment for student-athletes during engagement activity
- Coordinated on-site venue environment, including signage, displays, and check-in processes
Education
Bachelor of Science - Sport Management, Finance
York College of Pennsylvania
York, PA05.2023
Skills
- Creative Solutions
- Strategic Planning
- Financial Planning
- Relationship building and management
- Stock market understanding
- Risk Assessment
- Debt management
- Financial Forecasting
- Sales expertise
- Asset Allocation
Certification
- Series 7
- SIE
- Life, Health, and Accident License
Timeline
Financial Representative
Northwestern Mutual
06.2023 - Current
Ticket and Fan Services Intern
Philadelphia Eagles
01.2023 - 05.2023
Camp Counselor
IMG Academy
06.2022 - 08.2022
Men’s Varsity Lacrosse Player
College Activities, York College Of PA
08.2019 - 09.2022
Bachelor of Science - Sport Management, Finance
York College of Pennsylvania