Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jessica M Sullivan

Strykersville,New York

Summary

Experienced Financial Services professional with 15 years of expertise helping clients attain financial goals. History of delivering tailored client services with well organized & diligent professionalism.

Overview

21
21
years of professional experience
5
5
Certification

Work History

Financial Services Representative

Self Employed Services
05.2021 - Current
  • Client tailored financial advice and investment recommendations.
  • Comprehensive financial analysis to recommend appropriate investment strategies for clients.
  • Providing excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Enhancing customer relationships with personalized services.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices.
  • Conducting regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
  • Advising clients on retirement planning options such as IRAs or annuities based on individual goals.
  • Responding to inquiries from clients and providing financial advice to drive growth.
  • Managing client financial portfolios.
  • Working with clients to develop financial planning strategies and solutions.
  • Educating clients on the importance of adequate insurance coverage & strategies.
  • Educating clients on investment strategies and portfolio diversification, empowering them to make informed decisions regarding their retirement savings.

Financial Services Representative

Mahoney & Sullivan Financial Group
05.2008 - 05.2021
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Conducted comprehensive financial analysis to identify trends and recommend appropriate investment strategies for clients.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
  • Implemented improvements in internal workflows, reducing processing time for account opening procedures.
  • Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Compiled and delivered financial presentations to drive client engagement.
  • Implemented risk management strategies to minimize financial losses.
  • Prepared detailed financial reports to monitor and assess portfolio performance.
  • Managed client relationships to improve future business opportunities.
  • Delivered guidance on financial regulations and requirements.
  • Advised clients on financial matters and recommended strategies.
  • Evaluated financial performance of clients and investment strategies.
  • Assisted in preparing business planning and investment planning strategies.
  • Monitored current economic trends and adjusted financial strategies accordingly.

Wait Staff Member

Allegany Grill
06.2003 - 06.2012
  • Enhanced customer satisfaction by providing attentive service and efficiently addressing concerns.
  • Boosted restaurant reputation with exceptional attention to detail, prompt service, and a friendly demeanor.
  • Contributed to increased sales by upselling menu items and suggesting daily specials to guests.
  • Streamlined dining experience for patrons through consistent communication with kitchen staff regarding order updates and special requests.
  • Maintained cleanliness in dining area, contributing to a pleasant atmosphere for customers.
  • Assisted in training new waitstaff members, fostering a team-oriented work environment.
  • Demonstrated excellent multitasking abilities by managing multiple tables simultaneously without sacrificing quality of service.

Education

BBA - Financial Planning

SUNY College of Technology At Alfred
Alfred, NY

Associate of Applied Science - Accounting And Business Management

SUNY College of Technology At Alfred
Alfred, NY

Skills

  • Licensed Life Accident Health & LTC Insurance Agent
  • Retirement Planning
  • Financial Planning
  • Portfolio Management
  • Time Management
  • Tax Planning
  • Multitasking
  • Adaptability
  • Compliance Adherence
  • Product and Service Sales
  • Mutual Funds
  • Investment Planning
  • Education Funds
  • Relationship Building and Management
  • Licensed Life Accident Health & LTC Insurance Agent
  • Account Performance Reviews
  • Financial Services

Certification

Series 63-Uniform Securities Agent State Law Exam

SIE-Securities Industry Essentials Examination

Series 6-Investment Compsny Products/Variable Contracts Representtive Exam

Series 26-Investment Company Products/Variable Contracts Principal Examination

Life Accident & Health Insurance Licensed

Timeline

Financial Services Representative

Self Employed Services
05.2021 - Current

Financial Services Representative

Mahoney & Sullivan Financial Group
05.2008 - 05.2021

Wait Staff Member

Allegany Grill
06.2003 - 06.2012

BBA - Financial Planning

SUNY College of Technology At Alfred

Associate of Applied Science - Accounting And Business Management

SUNY College of Technology At Alfred

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Jessica M Sullivan