Jason Rolleston
SUFFOLK,VA
Summary
Accomplished Petty Officer First Class from the Navy, adept in operational planning and team leadership. Excelled in strategic initiatives, exceeding goals through effective resource management and training. Enhanced unit efficiency and financial literacy among 300+ personnel. Skilled in budgeting and fostering teamwork, with a proven track record of problem-solving and mentorship. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level financial Advisor position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
12
12
years of professional experience
Work History
Petty Officer First Class
Navy
09.2012 - Current
- Developed strategic plans for successful operations, consistently meeting or exceeding goals set forth by superiors.
- Demonstrated adaptability by taking on additional responsibilities during periods of personnel shortages or increased workload demands.
- Assisted with recruitment efforts to attract highly qualified candidates into the service branch.
- Conducted regular performance evaluations to identify areas for improvement and implement necessary changes.
- Managed resources effectively, ensuring optimal allocation of personnel, equipment, and budget.
- Enhanced team efficiency by conducting thorough training sessions and implementing best practices.
- Streamlined communication processes for improved information flow and decision-making within the unit.
- Mentored junior personnel, fostering strong professional development and growth within the ranks.
- An advocate of financial literacy! Led over 300 personnel providing high quality financial counseling, education, guidance, and training in support of personnel in the topics of the SGLI, credit monitoring, budgeting, buying a car, VA home loan, education planning, the TSP, retirement planning, consumer awareness, wills, trusts, investments, second employment, tax preparation, and raising children to be financially fit.
Education
High School Diploma -
Kings School
New York, United States06.2012
Skills
- Operational planning
- Safety Procedures
- Training and mentoring
- Task Delegation
- Budgeting and finance
- Discipline and Focus
- Teamwork and Collaboration
- Problem-Solving
- Problem-solving abilities
- Time Management
- Excellent Communication
- Organizational Skills
Timeline
Petty Officer First Class
Navy
09.2012 - Current
High School Diploma -
Kings School