Justin Hanratty
New York,NY
Summary
Seasoned financial leader with several years of experience in accounting, financial planning and reporting. Highly accomplished the field. Demonstrated development and adapting complex financial reporting processes to achieve organizational profitability goals and capitalize on new revenue streams. Proven skills in promoting products and boosting revenue by connecting with customers and effectively communicating sales recommendations. Well-organized, reliable and experienced in setting up displays, restocking shelves and supporting in-store customers with knowledgeable assistance. Enhance store loyalty with unparalleled support.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Business Development Executive
Barnum Financial Group
New York , NY
02.2024 - Current
- Created customized presentations for clients regarding retirement plans, investment strategies, and financial planning services.
- Coordinated with cross-functional teams to integrate portfolio management with broader financial planning services.
- Provided personalized advice on financial planning, investments and insurance solutions.
- Created reports outlining current market conditions, asset allocation trends and portfolio performance reviews for clients.
- Participated in meetings with senior executives to discuss strategic objectives related to business development initiatives.
- Recognized security risks to properly handle situations.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Wealth Management Advisor
Northwestern Mutual
New York, NY
12.2022 - 02.2024
- Developed and implemented strategies for reducing risk exposures and maximizing profitability.
- Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses.
- Identified and recruited staff members, including managers and sales personnel.
- Provided advice on tax-advantaged investment opportunities.
- Developed financial plans and strategies tailored to clients' individual needs.
- Monitored market conditions and identified potential opportunities for clients' portfolios.
- Reviewed new legislation or regulations that may impact client's portfolios or strategies.
President
Kappa Sigma
Conway, SC
08.2021 - 12.2022
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Assisted with recruitment efforts by interviewing prospective candidates.
- Maintained records of all program participants, volunteers, and donations.
- Organized and facilitated board meetings, strategic planning sessions, and annual conferences.
- Implemented new technologies to streamline organizational processes when needed.
Golf Operations Supervisor
Westchester Hills Golf Club
White Plains, NY
05.2015 - 08.2022
- Developed marketing plans to increase membership base and rounds played.
- Organized tournaments, events, and outings for members and guests.
- Supervised golf operations staff, ensuring efficient operations and customer service.
- Implemented policies and procedures related to golf operations.
- Recruited, interviewed, hired, trained, and evaluated personnel.
Education
BBA - Business Administration And Management
Coastal Carolina University
Conway, SC05-2023
Skills
- Strategic and financial planning expert
- Portfolio Management
- Asset Allocation
- Wealth Management
- Insurance company procedures understanding
Certification
- Life and Health Insurance License
- Securities Industry Essentials (SIE)
Timeline
Investment Business Development Executive
Barnum Financial Group
02.2024 - Current
Wealth Management Advisor
Northwestern Mutual
12.2022 - 02.2024
President
Kappa Sigma
08.2021 - 12.2022
Golf Operations Supervisor
Westchester Hills Golf Club
05.2015 - 08.2022
BBA - Business Administration And Management
Coastal Carolina University
Similar Profiles
JOHN TILTONJOHN TILTON
Business Development Associate at Barnum Financial GroupBusiness Development Associate at Barnum Financial Group
Lindsey McDonaldLindsey McDonald
Business Development Associate at Barnum Financial GroupBusiness Development Associate at Barnum Financial Group
Michael RochfordMichael Rochford
Financial Services Representative at Barnum Financial GroupFinancial Services Representative at Barnum Financial Group
Destany AttawayDestany Attaway
Actress at Central CastingActress at Central Casting
Maurice JonesMaurice Jones
Youth Summer Tag Intern at T.A.GYouth Summer Tag Intern at T.A.G