Dylan Koenig
Allendale,NJ
Summary
Motivated and intelligent young professional pursuing roles that will hopefully provide a more unique, suitable and challenging opportunity within the field of finance, accounting, financial services, and/or marketing.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Thrivent Financial
10.2023 - Current
- Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Obtain a comprehensive knowledge of all life insurance products including Universal, Whole, and Term life, annuities both fixed and variable
- Obtain a comprehensive knowledge of financial products including mutual funds, stocks, bonds, and ETFs as well as different account subtypes
- Worked to make 100+ outbound dials weekly, and attempt to host 10+ client meeting per week
- Utilize retirement planning software such as MoneyGuidePro, investment porfolio software DST Vision, and fund analsysi software morningstar to assist with giving clients the best possible advice
- Proficient using Salesforce and power BI to help with engaging clients and stay on track with performance metrics
Financial Advisor Trainee
Bank of America Merrill Lynch
12.2022 - 05.2023
- Studied and used resources provided in the RIA academy to pass necessary licensing exams (series 7 & 66)
- Shadowed financial advisors and closely observed phone calls and sales processes
- Learned how to access and navigate CRM software like Salesforce and client profile portals such as Synergy
- Learned the basic steps involved with trading fixed income and equity securities
- Observed how to properly conduct portfolio reviews and deliver advice and recommendations to clients
Brand Marketing Intern
1huddle
01.2020 - 05.2020
- Analyzed campaign performance data to identify opportunities for improvement and optimize future initiatives.
- Conducted market research and polling for identifying consumer trends and preferences, and competitor company analyses
- Assisted sales and marketing teams with devising new strategies on how to target new clients and customer segments and creating job training material on the mobile platform.
- Contributed to the development of marketing materials such as brochures, presentations, and advertisements.
- Analyzed SEO outreach goals and presented findings to marketing director.
- Monitored industry news to stay informed about emerging trends, and potential opportunities for growth.
Event Operations Manager
Top Tier MPE
05.2018 - 10.2019
- Assisted in the preparation and management of event budgets to try and deliver at or below projected costs
- Responsible for the direction and lead of dozens of staff per event
- Oversaw all event operations, ticket sales, and venue sales for each event with goals of selling 500+ tickets often met or exceeded
- Acted as a point of contact and liaison between the company and venues, event personnel, talent, and outside agents/talent management
- Oversaw all promoter social media activity and assisted in managing digital and external marketing efforts for each event
- Implemented innovative event themes and designs to create memorable experiences for attendees
Education
Masters of Business Administration (MBA) - Marketing
Montclair State University
Montclair, NJ01.2023
Bachelor of Science - Sport Management
Rutgers University
New Brunswick, NJ05.2020
Skills
- Microsoft Office
- Marketing
- Salesforce
- Financial Products
- Insurance Products
- Sales
- Investment advice
- Retirement planning
- Relationship building and management
Certification
- Securities Industry Essentials (SIE), issued 01/2023
- Series 7 License, issued 03/2023, CRD: 7679198
- Series 66 License, issued 04/2023, CRD: 7679198
- NJ Life Insurance Producer License, NPN: 20887483
- NJ Accident and Health Insurance Producer License, NPN: 20887483
Timeline
Financial Advisor
Thrivent Financial
10.2023 - Current
Financial Advisor Trainee
Bank of America Merrill Lynch
12.2022 - 05.2023
Brand Marketing Intern
1huddle
01.2020 - 05.2020
Event Operations Manager
Top Tier MPE
05.2018 - 10.2019
Masters of Business Administration (MBA) - Marketing
Montclair State University
Bachelor of Science - Sport Management
Rutgers University