Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Jack Barone

Holbrook,NY

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Financial Representative

Strategies for Wealth
New York, NY
08.2023 - Current
  • Identified and evaluated customer needs for financial products and services.
  • Organized meetings with potential clients to discuss their financial goals and objectives.
  • Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
  • Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.

Intern

Strategies for Wealth
New York, NY
06.2023 - 08.2023
  • Shadowed team members to enhance skills and contribute to finance objectives.

Education

Finance And Accounting

Marist College
Poughkeepsie, NY
05-2024

Skills

  • Relationship Building
  • Attention to Detail
  • Deadline Adherence
  • Effective Multitasking
  • Analytical Thinking
  • Organizational Skills

Certification

  • Series 17-55
  • Securities Industry Essentials(SIE) Candidate
  • Bloomberg Market Concepts(BMC)

Accomplishments

  • Awarded 2021-2024 SECHL All-Academic Team
  • Awarded 2022-2024 SECHL All-Conference Team
  • Awarded 2021-2022 SECHL All-Rookie Team

Timeline

Financial Representative

Strategies for Wealth
08.2023 - Current

Intern

Strategies for Wealth
06.2023 - 08.2023

Finance And Accounting

Marist College

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Jack Barone