Ellen Grin
Manalapan
Summary
Dynamic Financial Advisor with a proven track record at Prudential Financial, adept at developing tailored financial plans and educating clients on investment opportunities. Skilled in mutual funds and investment planning, I excel in building strong client relationships and delivering strategic wealth management solutions that align with individual goals.
Overview
23
23
years of professional experience
Work History
Financial Advisor
Prudential Financial
06.2010 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Marketing Manager
Petroalgae
05.2009 - 06.2010
- Managed workflow between staff, coordinating documents, planning, and creative material distribution.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
- Maintained documentation, detailing assignments, in-progress work and completed project milestones.
Insurance Agent
State Farm
07.2005 - 05.2009
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
Retail Store Manager
Bally Total Fitness Corporation
08.2002 - 02.2005
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Optimized store displays and appearance via strategic merchandising.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
Education
Associate of Applied Science - Tourism And Hospitality Management
Kingsburough Community College
Brooklyn, NYSkills
- Developing financial plans
- Education funds
- Mutual funds
- Investment planning
Languages
English
Native or Bilingual
Russian
Professional Working
Timeline
Financial Advisor
Prudential Financial
06.2010 - Current
Marketing Manager
Petroalgae
05.2009 - 06.2010
Insurance Agent
State Farm
07.2005 - 05.2009
Retail Store Manager
Bally Total Fitness Corporation
08.2002 - 02.2005
Associate of Applied Science - Tourism And Hospitality Management
Kingsburough Community College
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