Jeff Badalich
Madison
Summary
Accomplished professional with a proven track record of enhancing client relationships and consistently surpassing sales targets at New York Life Insurance Co. Demonstrated expertise in investment performance evaluation, complemented by a goal-oriented mindset. Skilled in negotiation and strategic planning, achieving notable operational improvements and increased profitability.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Registered Representative
New York Life Insurance Co
Madison
02.2023 - Current
- Cultivated and sustained key account relationships, boosting sales and securing long-term partnerships.
- Surpassed revenue goals using advanced negotiation strategies.
- Cultivated harmonious working relationships with team members and supervisors.
Facilities Manager
Lionshead Tire and Wheel
Goshen
06.2019 - 10.2022
- Ensured adherence to OSHA regulations and company policies.
- Planned maintenance activities in accordance with budget limitations, building use needs and operational requirements.
- Negotiated with vendors regarding pricing on materials required for facility upgrades or repairs.
Senior Counselor/Head Ice Hockey Coach
Culver Academies
Culver
07.2007 - 06.2019
- Delivered tailored guidance to support mental wellness, career planning, and personal advancement.
- Consulted with school personnel regarding student behavioral issues and provided suggestions on how best to address those problems.
- Engaged clients in goal-setting and action planning to promote personal growth and positive life changes.
- Maintained confidential client records and case notes in compliance with ethical standards and legal requirements.
- Educated athletes in rules, strategies, sportsmanship and performance principles.
Owner/Manager of Operations
Macri's Deli
Bloomington
01.1987 - 06.2007
- Delivered exceptional customer service to sustain client relationships.
- Created strategic initiatives to boost profitability and streamline operations.
- Analyzed financial statements to assess productivity.
- Developed strategies to improve workforce retention through structured programs.
- Managed daily operations of business, including hiring and training staff.
Education
Bachelor of Science - Business Finance
University of Notre Dame
Notre Dame, IN05-1986
Skills
- Investment Performance Evaluation
- Effective communication
- Goal-oriented mindset
- Client interviewing skills
- Interpersonal Engagement
Languages
Spanish
Limited
Certification
Series 6 and Series 63 August 2023
Licensed in Six States
Accomplishments
- Led Ice Hockey Team to 7 State Championships
- 4 Year Letterwinner at Notre Dame
References
References available upon request.
Timeline
Registered Representative
New York Life Insurance Co
02.2023 - Current
Facilities Manager
Lionshead Tire and Wheel
06.2019 - 10.2022
Senior Counselor/Head Ice Hockey Coach
Culver Academies
07.2007 - 06.2019
Owner/Manager of Operations
Macri's Deli
01.1987 - 06.2007
Bachelor of Science - Business Finance
University of Notre Dame
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