Gilbert Manda
Journalist
NEW YORK,NY
Summary
Story-driven Journalist adept at developing articles and investigating issues with tenacious and unwavering dedication. Offering more than 15 years of experience in print and online media. Versed in viral trends and breaking news response with proven success leveraging social media platforms to increase engagement.
Overview
14
14
years of professional experience
Work History
Prudential Insurance Co
White Plains, New York
11.2016 - 01.2021
- Work with group of clients to assist them with their financial objectives and research lists of prospective clients to sign up new investors
- Interview clients (one-on-one meetings and by phone) to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan
- Answer clients' questions about purposes and details of financial plans and strategies
- Recommend to client’s strategies in cash management, insurance coverage, investment planning, annuities, IRAs, and mutual funds to help them achieve their financial goals
- Analyze clients’ financial information to determine strategies for meeting financial objectives
- Prepare financial customer reports for weekly meetings with manager and reports for monthly meetings with company’s Compliance and Standards Department.
Financial Advisor
New York Life Insurance
Stratford, Connecticut
01.2012 - 11.2016
- Served as advisor to financial clients, assisting them in choosing which products to include in their financial profiles; kept track of product results to advise clients on terminating some and adding new ones
- During four-year period, worked with about 400 clients in helping them build up their financial portfolios; communicated with clients by phone and by one-on-one meetings
- Visited with clients in other states to discuss financial strategies.
Features Writer
Demand Media
New York, New York
01.2007 - 01.2012
- Interviewed public figures and wrote feature articles about politics, international relations, and economics in around the world
- Focused on several articles involving the International Monetary Fund and the World
- Bank.
Education
BA/MA - ECONOMICS/POLITICAL SCIENCE
COLUMBIA UNIVERSITY NEW YORK
05.2022 - Current
Some College (No Degree) - Financial Advisory
Financial Industry Regulatory Authority
08.2022 - 12.2016
North American Securities Administrators Association October - undefined
Master of Arts - International Journalism
Diploma - Journalism
London School of Journalism
01.1994 - 01.1997
License, Series 63 Uniform State Law Examination New York - undefined
Harvard University School Extension
1 1 - 1 1
Skills
Microsoft Word, Excel, PowerPoint, and the Internetundefined
Timeline
Some College (No Degree) - Financial Advisory
Financial Industry Regulatory Authority
08.2022 - 12.2016
BA/MA - ECONOMICS/POLITICAL SCIENCE
COLUMBIA UNIVERSITY NEW YORK
05.2022 - Current
Prudential Insurance Co
11.2016 - 01.2021
Financial Advisor
New York Life Insurance
01.2012 - 11.2016
Features Writer
Demand Media
01.2007 - 01.2012
Diploma - Journalism
London School of Journalism
01.1994 - 01.1997
North American Securities Administrators Association October - undefined
Master of Arts - International Journalism
License, Series 63 Uniform State Law Examination New York - undefined
Harvard University School Extension
1 1 - 1 1
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