Dylan Bridgemohan
Orlando,FL
Summary
Adept in strategic financial planning and wealth management, I leverage my budgeting expertise and motivational leadership at Prudential Financial to drive client financial stability and growth. My experience also includes optimizing customer engagement and streamlining operations as a Management Assistant at Enterprise Rent-A-Car, where I developed strong managerial skills that enhance my ability to build relationships, improve processes, and deliver impactful results.
Overview
3
3
years of professional experience
Work History
Financial Planner
Prudential Financial
02.2024 - Current
- Conducting comprehensive financial analyses to understand clients' current financial situations and identify opportunities for growth and stability.
- Working with a team to develop tailored investment strategies based on each client’s goals, risk tolerance, and time horizon, ensuring alignment with their long-term financial aspirations.
- Providing budgeting and debt reduction advice to support clients in achieving short-term financial stability and long-term prosperity.
- Monitoring and adjusting financial plans as client needs, market conditions, or financial goals evolve.
- Educating clients on financial concepts and strategies, empowering them to make informed decisions about their financial future.
Management Assistant
Enterprise Rent-A-Car
05.2023 - Current
- Delivering exceptional customer service by assisting clients with rental arrangements, addressing inquiries, and ensuring a seamless customer experience from reservation to vehicle return.
- Supporting branch operations through administrative tasks, including updating rental agreements, processing payments, and managing schedules.
- Contributing to branch sales goals by identifying opportunities to upsell services, such as insurance coverage and vehicle upgrades, to meet customer needs and enhance their rental experience.
- Assisting in fleet management by monitoring vehicle availability, coordinating maintenance schedules, and ensuring vehicles are prepared for customer use.
- Collaborating with management to analyze customer feedback, track performance metrics, and implement improvements to increase branch efficiency and customer satisfaction.
- Handling conflict resolution to maintain positive client relationships, addressing complaints promptly, and working to find solutions that meet both customer and company needs.
Deli Clerk
Publix
12.2021 - Current
- Providing friendly, prompt customer service by assisting shoppers with product selection, answering questions, and offering recommendations for deli items.
- Operating deli equipment safely and ensuring proper handling and storage of all perishable items in compliance with Publix’s standards.
- Supporting team efficiency by assisting with additional tasks, such as inventory checks, restocking, and clean-up to keep the deli running smoothly.
Education
Master of Science - Management
University of Central Florida
Orlando08-2023
Bachelor of Science - Biomedical Sciences
University of Central Florida
Orlando08-2022
Skills
- Budgeting expertise
- Strategic financial planning
- Business Management
- Customer Engagement
- Motivational Leadership
- Task Delegation
- Relationship Building
- Sales proficiency
Timeline
Financial Planner
Prudential Financial
02.2024 - Current
Management Assistant
Enterprise Rent-A-Car
05.2023 - Current
Deli Clerk
Publix
12.2021 - Current
Master of Science - Management
University of Central Florida
Bachelor of Science - Biomedical Sciences
University of Central Florida
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