Dedicated Financial Services Representative with expertise in financial product sales and customer relationship building. Committed to enhancing client satisfaction through streamlined processes and effective communication.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Representative
World Financial Group Insurance Agency, LLC (WFGIA) (50+ Partnered Financial Institutions and Firms: Transamerica, Nationwide, Empire Life, Etc.)
East Meadow, NY
12.2023 - Current
Assisted clients in understanding financial products and services offered by partnered institutions.
Conducted assessments to identify client needs and recommend appropriate financial solutions.
Collaborated with team members to streamline client onboarding processes for improved efficiency.
Maintained accurate records of client interactions and transactions using World Financial Group's and Transamerica's platform.
Facilitated regular follow-ups to ensure client satisfaction and retention of financial services.
Esports Team Captian/Manager
Saint Bonaventure University
Saint Bonaventure, NY
03.2023 - 05.2025
Facilitated collaboration among departments to enhance Esports service offerings and event execution.
Streamlined communication processes between associations and teams to enhance match and practice schedules.
Managed and motivated players to be in top mental and physical condition.
Developed strategic initiatives to enhance student engagement and retention with in the Esports Arena.
Maximized performance by monitoring daily activities and mentoring team members.
Education
Bachelor of Science - Finance
St. Bonaventure University
Saint Bonaventure, NY
05-2025
Skills
Financial services
Customer relationship management
Account documentation
Financial product sales
Regulatory compliance
Customer relationship building
Account maintenance
Life insurance
Retirement planning
Accomplishments
Academics
Founder/Vice President of St. Bonaventure’s Anime Club. 2022-Present
Dance Co-Captain of St. Bonaventure’s ASIA Club. 2023-Present
Honors College Member 2021-2023
Athletics
Founder/Captain of St. Bonaventure’s Esports Valorant Team competing at the collegiate level. 2022-Present
Choreographer for St. Bonaventure’s Dance Team. 2023-Present
Won Cross Country State Qualifiers in Nassau County and went to NYSPHSAA States Competition. 2019
Research
A research contributor to the 2019 TWILIGHT study (Ticagrelor with or without Aspirin in High-Risk Patients after PCI), published in the New England Journal of Medicine. (Name published in the Supplementary Appendix of the article)
Financial Services Representative at World Finance Company of South Carolina, LLCFinancial Services Representative at World Finance Company of South Carolina, LLC