Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

John Downey

Bethpage,NY

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Independent Financial Advisor

Trident Partners LTD
03.2023 - Current
  • Monitored and updated financial plans to comply with client goals.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Educated clients on potential risks and rewards associated with various investments.
  • Helped clients make informed decisions about financial future.
  • Studied financial documents to identify potential areas needing improvement.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Recommended specific investments to help clients meet financial goals.

Independent Financial Advisor

Worldwide Wealth Group
02.2017 - 03.2023
  • Monitored and updated financial plans to comply with client goals.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Educated clients on potential risks and rewards associated with various investments.
  • Helped clients make informed decisions about financial future.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Recommended specific investments to help clients meet financial goals.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.

Customer Service Manager Financial Advisor

Rockwell Global Capital
01.2011 - 02.2017
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Managed department call volume with over 500 calls per day and coordinated department schedules to maximize coverage during peak hours.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Promoted strong customer satisfaction by diagnosing and troubleshooting product issues without need for escalated support.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Created customer profiles by answering questions and providing tailored experiences based on interests and agendas.
  • Reached out to customers to offer assistance with account and service issues, as well as proposed options.
  • Addressed complex issues by scheduling repair appointments.
  • Responded to customer calls and emails to answer questions about products and services.
  • Maintain 20-minute call time by using strong listening, consultative and problem-solving abilities and using scripted sequences to address all concerns.
  • Resolved problems, improved operations, and provided exceptional service

Education

GED -

Bethpage Senior High School
Bethpage, NY
06.1995

Skills

  • Conflict Management
  • Maintain Equipment
  • Hand and Power Tool Operation
  • Window Cleaning
  • Painting
  • Carpet Steaming and Shampooing
  • Chemical Cleaners
  • Clean Floors
  • Equipment Operation
  • Managing Operations
  • Time Management
  • Team Leadership
  • Ability to work in high-pressure environment
  • Conflict Resolution
  • Troubleshooting and Resolution
  • Sanitization Techniques

Accomplishments

  • Supervised team 9 staff members.
  • Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of customer complaints and customer satisfaction.

Certification

  • Licensed Registered Representative FINRA - 1995-2023
  • Passed Securities Representative Examination Series 7 April 1995
  • Passed Securities State Law Examination Series 63 June 1995
  • American Red Cross First Aid/ CPR/AED Certified

Timeline

Independent Financial Advisor

Trident Partners LTD
03.2023 - Current

Independent Financial Advisor

Worldwide Wealth Group
02.2017 - 03.2023

Customer Service Manager Financial Advisor

Rockwell Global Capital
01.2011 - 02.2017

GED -

Bethpage Senior High School

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John Downey