Isaiah Colletti
Canandaigua
Summary
- Dedicated Financial Representative with expertise in client relationship management, problem solving, and project coordination. Proven ability to enhance customer experience and drive team success.
- Accomplished in promoting products, evaluating financial backgrounds and meeting customer needs with a determined mentality and flexible approach. Exceptional planning, organizational, and communication strengths.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
Pittsford
05.2025 - Current
- Assisted clients in assessing financial needs and goals.
- Utilized CRM software to track leads and manage client relationships.
- Attended conferences and seminars related to the finance industry in order to stay abreast of developments in the field.
- Engaged in ongoing training to enhance financial knowledge and skills.
Service Team Leader
Wegmans
Geneva
03.2024 - 05.2025
- Led daily team operations to ensure efficient customer service delivery.
- Trained new staff on store policies and best practices for service excellence.
- Coordinated scheduling for multiple projects to optimize resource allocation.
- Conducted interviews to gather candidate information and assess qualifications.
- Supervised daily store operations and maintained inventory levels.
Front End Coordinator
Wegmans
Pittsford
10.2022 - 02.2025
- Coordinated front-end operations to ensure smooth customer service delivery.
- Communicated with management to address customer concerns and improve service flow.
- Collaborated with team members to create a welcoming shopping environment for customers.
- Maintained cleanliness and organization of front-end areas to enhance customer experience.
IT Intern
Cobblestone Networks
Canandaigua
06.2019 - 03.2020
- Assisted in troubleshooting hardware and software issues for end-users.
- Supported network administration tasks, including monitoring system performance.
- Conducted routine maintenance on computer systems and peripherals.
- Engaged in research to evaluate new technologies for future implementation.
Education
High School Diploma -
Homeschooled
Canandaigua, NY06-2020
Skills
- Client relationship management
- Team leadership
- Project coordination
- Problem solving
- Effective communication
- Training and development
- Sales strategy
- Task prioritization
- Client retention strategies
- Verbal and written communication
- Customer service
- Leadership
- Technical support
- Software installation
- Network troubleshooting
Certification
LAH
Timeline
Financial Representative
Northwestern Mutual
05.2025 - Current
Service Team Leader
Wegmans
03.2024 - 05.2025
Front End Coordinator
Wegmans
10.2022 - 02.2025
IT Intern
Cobblestone Networks
06.2019 - 03.2020
High School Diploma -
Homeschooled