Guy Vincent
Charlotte,NC
Summary
Proactive and adaptable professional known for strong teamwork and organizational skills. Experienced in diverse roles across financial services and event management, driving operational excellence and fostering positive participant interactions.
Overview
7
7
years of professional experience
5
5
Certifications
Work History
Business Development Representative
Brightway Insurance
Charlotte, North Carolina
12.2025 - Current
- Cultivated relationships with potential clients to assess insurance needs.
- Conducted market research to identify emerging business opportunities and trends.
- Collaborated with team members to create targeted marketing strategies.
- Managed follow-ups with leads to enhance customer engagement and satisfaction.
Operations Assistant
Nascar Racing Experience
Concord, North Carolina
10.2025 - Current
- Assisted participants with safety gear, ensuring proper fit and securing in race cars.
- Enforced safety regulations and operational procedures to maintain safe on-track environment.
- Collaborated with track crew for basic maintenance, car preparation, and equipment readiness.
- Supported daily setup, event operations, and end-of-day closing duties for seamless logistics.
Financial Services Consultant
TIAA
Charlotte, North Carolina
07.2025 - 10.2025
- Established rapport with participants, facilitating comfort during financial transactions and asset planning.
- Assessed participant needs to recommend suitable TIAA products and services effectively.
- Communicated financial plan details clearly, addressing participant questions and providing further clarification.
- Executed transactions and service requests efficiently on behalf of participants.
- Maintained comprehensive records of participant interactions, including inquiries, complaints, and banking transactions.
Financial Services Professional
New York Life Insurance Co
Charlotte, North Carolina
06.2024 - 06.2025
- Proactively identified and cultivated a network of potential clients.
- Established and nurtured long-term client relationships to ensure ongoing engagement.
- Conducted needs assessments with prospects to understand financial concerns and goals.
- Presented tailored solutions using NYL's diverse product offerings, including life insurance and annuities.
Task Force
Mr. Beast Youtube
Greenville, North Carolina
09.2023 - 07.2024
- Assisted with diverse production needs, adapting to specific video requirements.
- Picked up, assembled, and dressed sets with appropriate props.
- Supported studio operations through organization and cleanup efforts.
Assistant Manager
Smoothie King
Huntersville, North Carolina
10.2018 - 08.2021
- Served 300 customers daily, ensuring high levels of satisfaction.
- Recorded daily sales in POS system at day's end for accurate tracking.
- Purchased inventory weekly to maintain optimal stock levels.
- Trained and evaluated team members to enhance service quality.
Education
Bachelor of Science - Finance
East Carolina University
Greenville, North Carolina, NC05-2024
Skills
- Relationship management
- Event coordination
- Problem resolution
- Team collaboration
- Organizational abilities
- Effective communication
Certification
FINRA SIE
Timeline
Business Development Representative
Brightway Insurance
12.2025 - Current
Operations Assistant
Nascar Racing Experience
10.2025 - Current
Financial Services Consultant
TIAA
07.2025 - 10.2025
Financial Services Professional
New York Life Insurance Co
06.2024 - 06.2025
Task Force
Mr. Beast Youtube
09.2023 - 07.2024
Assistant Manager
Smoothie King
10.2018 - 08.2021
Bachelor of Science - Finance
East Carolina University