Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Genevieve Manderville

South Orange,NJ

Summary

Proven Financial Advisor with a track record of developing bespoke financial plans at Prudential Advisors, enhancing client wealth and savings. Expert in investment planning and insurance decisions, with a flair for sales follow-up. Demonstrated leadership at JPMorgan Chase, fostering team cohesion and driving performance. Achieves goals through strategic thinking and effective communication.

Overview

38
38
years of professional experience
1
1
Certification

Work History

Team Manager/VP

JPMorgan Chase
Brooklyn, NY
08.1986 - 12.2018
  • Developed and implemented team-building strategies to promote collaboration and cohesion.
  • Identified training needs, created a comprehensive onboarding program and conducted orientation sessions for new hires.
  • Monitored team performance, tracked progress towards goals, identified areas of improvement and provided feedback to employees.
  • Ensured adherence to company policies, procedures, regulations and laws while maintaining an ethical workplace culture.
  • Created a positive work environment by setting clear expectations and providing resources necessary for success.
  • Conducted regular meetings with staff to discuss progress on projects, provide updates on changes in policy or procedure, and address any issues that need to be addressed.
  • Managed daily operations of the team including scheduling shifts, assigning tasks, tracking attendance and approving time off requests.
  • Set objectives for teams based on organizational goals; monitored performance against targets; provided feedback and took corrective action when needed.
  • Developed initiatives designed to improve employee engagement levels; organized events such as potlucks or outings.

Strategic Initiatives Project Manager/VP

JP Morgan Chase
Brooklyn, NY
08.1986 - 12.2018
  • Coached, mentored and trained team members in order to improve their job performance.
  • Established processes to ensure efficient workflow throughout the organization.
  • Ensured compliance with all applicable laws, regulations, industry standards.

Financial Advisor

Prudential Advisors
East Brunswick, New Jersey
04.2024 - Current
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
  • Identified new business opportunities through networking events or referrals from existing clients.

Founder /Certified Heath and Life Coach

The Pearl Pathway of Wellness LLC
South Orange, New Jersey
03.2020 - Current
  • Conducted assessments of client's life goals and objectives, providing guidance and direction to help them achieve success.
  • Created customized coaching plans for clients based on their individual needs and preferences.
  • Provided emotional support to clients during challenging times, helping them stay focused on achieving their goals.
  • Encouraged clients to identify areas of improvement in their lives, developing actionable steps towards achieving those goals.
  • Assisted clients with exploring career options that best fit their interests and values.

President/Franchise Consultant

GEM Franchise Consulting Inc
South Orange, New Jersey
07.2017 - Current
  • Developed and maintained relationships with franchisors and prospective franchisees.
  • Assisted prospective franchisees in evaluating financial feasibility of the proposed business venture.
  • Advised clients on various aspects of franchising, such as legal requirements and best practices.
  • Identified potential candidates for new franchises based on their qualifications and experience.

Education

Bachelor of Arts - Business Administration And Management

City College of New York
New York, NY

Skills

  • Sales follow-up
  • Investment planning
  • Increasing savings
  • Managing wealth
  • Insurance decisions
  • Developing financial plans

Affiliations

  • Co-President and Board Trustee of Civic Story

Certification

  • Securities Licensed : 7 and 66
  • Insurance Licenses held in NJ, GA and MD

Timeline

Financial Advisor

Prudential Advisors
04.2024 - Current

Founder /Certified Heath and Life Coach

The Pearl Pathway of Wellness LLC
03.2020 - Current

President/Franchise Consultant

GEM Franchise Consulting Inc
07.2017 - Current

Team Manager/VP

JPMorgan Chase
08.1986 - 12.2018

Strategic Initiatives Project Manager/VP

JP Morgan Chase
08.1986 - 12.2018

Bachelor of Arts - Business Administration And Management

City College of New York

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Genevieve Manderville