Felipe Agudelo
Coconut Creek,FL
Summary
Felipe is a highly analytical and detail-oriented financial operator with over two years of expertise in financial reporting, forecasting, and budgeting. He possesses extensive knowledge using computer software to manage complex financial tasks.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Service Manager
Northwestern Mutual
01.2023 - Current
- Conducts financial analysis to aid client advising, data-driven projections, and recommendation development
- Manages investment portfolio and retirement planning
- Executes office administrative tasks including filing client paperwork and appointment scheduling
- Utilizes planning software to construct personalized financial plans for clients
- Spearheaded over 10+ client annual review meetings
- Demonstrated strong influence in driving financial strategy through data-driven recommendations.
Financial Representative
Northwestern Mutual
10.2022 - 12.2022
- Developed and sustained trustworthy long-term relationships with clients
- Met individually with clients to evaluate their financial objectives, risk tolerance, income, expenses, and assets
- Offered strategic advice on products and services, such as investments, insurance coverage, and debt management tools
- Created financial forecasts and investment reports.
Financial Representative Intern
Northwestern Mutual
03.2022 - 10.2022
- Leveraged internal data and analytics to identify and call prospective clients
- Attended initial client meetings to foster connections for clients to feel secure of financial services provided
- Strategized client's financial goals and risk tolerance to align with economic trends and financial regulations
- Presented financial plans analysis presentations to prospective clients.
Education
Bachelor of Business Administration - Finance
Florida Atlantic University
08.2022
Skills
- Project Coordination & Management
- Strategic Planning
- Financial Reporting
- Customer Service
- Economic Awareness
- Documentation & Presentation Skills
- Microsoft Office Applications (Word, Excel, PowerPoint)
- Client Relationship Building
- Account Management
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
Florida 2-15 License - Life, Health, and Variable
Timeline
Client Service Manager
Northwestern Mutual
01.2023 - Current
Financial Representative
Northwestern Mutual
10.2022 - 12.2022
Financial Representative Intern
Northwestern Mutual
03.2022 - 10.2022
Bachelor of Business Administration - Finance
Florida Atlantic University
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