James Fuleky
Temperance,MI
Summary
Enthusiastic financial servicer highly effective at working with clients of all backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in the stock market, day trading, mutual funds, and investment spending. Motivated to learn, grow, and excel in the Finance industry.
Overview
6
6
years of professional experience
Work History
Investment Property Owner
JF Financial & Investments
Toledo, OH
04.2021 - Current
- Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects.
- Developed, reviewed and submitted property operating and capital budgets.
- Developed advertisements with impactful messages to stimulate engagement and reach target audiences.
Financial Advisor
JF Financial & Investments
Temperance, MI
03.2020 - Current
- Educated clients on various financial matters and provided recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Cabinet Specialist
Lily Ann Cabinets
Adrian, MI
05.2020 - 08.2022
- Estimated costs for custom cabinets design and installation to meet customers financials.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Worked to build relationships with customers and built potential for additional sales.
- Developed and grew leads through repeat business and customer referrals.
Education
Bachelor of Business - Finance
University of Toledo
Toledo, OH05.2024
Skills
- Client Recruiting and Retention
- Market Trend Monitoring
- Portfolio Management
- Stock Market Understanding
- Goals and Performance
- Client Meetings
- Increasing Savings
- Investment Properties
- Customer Understanding
Accomplishments
- Purchased an investment property at the age of 19 years old through effectively networking and managing my own financials.
- Supervised and grew multiple investment portfolios over 100% gain in a two year period.
Affiliations
National Honor Society
University of Toledo Hockey Team
Weight lifting
Weight lifting has been a very important part in my life and shaping what I stand for today. It has helped me develop many qualities that has transferred into my life. I would devote my determination, work ethic, and resilience to my lifting journey.
Timeline
Investment Property Owner
JF Financial & Investments
04.2021 - Current
Cabinet Specialist
Lily Ann Cabinets
05.2020 - 08.2022
Financial Advisor
JF Financial & Investments
03.2020 - Current
Bachelor of Business - Finance
University of Toledo
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