Dom Palmeri
River Vale,NJ
Summary
Experienced financial services professional skilled in providing personalized and comprehensive financial planning and investment management. Skilled communicator with a proven track record in fostering strong client relationships. Seeking to drive client engagement and contribute to organizational growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Consultant
Fidelity Investments
01.2023 - Current
- Increased client satisfaction by providing personalized investment strategies and financial planning advice.
- Assisted clients in achieving their financial goals through the development of tailored portfolios and risk management plans.
- Developed strong relationships with clients, ensuring trust and confidence in their investment decisions.
- Implemented streamlined processes for efficient practice management.
- Mentored junior colleagues in sales techniques and product knowledge, fostering a collaborative work environment.
- Leveraged advanced analytical tools to evaluate potential investments for suitability within client portfolios based on individual needs and objectives.
Financial Representative
Fidelity Investments
10.2021 - 12.2022
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Identified opportunities to develop business resulting in increased production for the branch.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Educated clients on various asset classes, tax implications, and risk factors associated with different investment products.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Teacher
Leonia Public Schools
09.2019 - 06.2021
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Collaborated with other teachers to plan interdisciplinary units that connected subjects and promoted deeper understanding among students.
- Mentored new teachers, sharing best practices and providing guidance to help them adapt to their new roles successfully.
- Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.
- Continuously pursued professional development opportunities such as workshops or conferences to stay current in educational trends.
Education
Master of Arts - Education
Saint Peter's University
Jersey City, NJ12.2018
Bachelor of Arts - History
Montclair State University
Montclair, NJ05.2017
Skills
- Wealth Management
- Retirement Planning
- Asset Allocation
- Customer Service-Oriented
- Analytical Thinking
- Salesforce Proficient
- Effective Communication
- Eager to Support
Certification
- NJ Life Insurance Producer
- NJ Accident and Health Producer
- Securities Industry Essentials (SIE)
- Series 7
- Series 66
Timeline
Investment Consultant
Fidelity Investments
01.2023 - Current
Financial Representative
Fidelity Investments
10.2021 - 12.2022
Teacher
Leonia Public Schools
09.2019 - 06.2021
Master of Arts - Education
Saint Peter's University
Bachelor of Arts - History
Montclair State University
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