Garrett Ewing
New Orleans,Louisiana
Summary
Hands-on Registered Representative known for having a terrific work ethic and for providing exceptional service to all clients. A highly energetic employee unafraid of making cold calls and attending networking events to generate leads. A poised professional pleased to mentor others on the inner workings of the financial services industry.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Registered Representative
New York Life Insurance Co
05.2023 - Current
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Kept abreast of all changes in stock market and investments to better manage client finances.
- Identified potential new sources for business through cold calling leads daily.
Cashier
Brister's Restaurant
09.2021 - 08.2022
- Handled cash transactions and provided excellent customer service in a busy restaurant.
- Managed point of sale systems and ensured accurate accounting of sales.
- Assisted with customer inquiries and resolved issues to enhance the overall dining experience.
Education
Bachelor of Science - Finance
Louisiana Tech University
Ruston, LA03.2023
Skills
- Financial Analysis
- Strong Analytical Skills
- Customer Service and Support
- Insurance Products Knowledge
- Proficient in Microsoft Office Suite (Word, Excel)
- Relationship Building
- Business Solicitation
- Account Management
- Financial Product Knowledge
Certification
Securities Industry Essentials (SIE)
Series 6
Timeline
Registered Representative
New York Life Insurance Co
05.2023 - Current
Cashier
Brister's Restaurant
09.2021 - 08.2022
Bachelor of Science - Finance
Louisiana Tech University