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
2023.08 - 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
2023.06 - 2023.08
- Shadowed team members to enhance skills and contribute to finance objectives.
Education
Finance And Accounting
Marist College
Poughkeepsie, NY2024-05
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
2023.08 - Current
Intern
Strategies for Wealth
2023.06 - 2023.08
Finance And Accounting
Marist College
- Series 17-55
- Securities Industry Essentials(SIE) Candidate
- Bloomberg Market Concepts(BMC)
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