John Fitzgerald
Wantagh,NY
Summary
Highly-motivated employee adept at handling high caseloads without sacrificing quality of care. Operates exceptionally well in high-pressure environments. Identifies and suggests resources that enhance client support.
Overview
5
5
years of professional experience
Work History
Case Manager
Citi Personal Wealth Management
Long Island City, New York
09.2022 - Current
- Work directly with clients to complete documentation and opening new accounts, asset allocation and distribution.
- Provide support, administrative assistance, and operational assistance to Financial Advisors and other Wealth Management teams.
- Developing strong relationships with clients through regular communication and followup activities.
Security Supervisor
Oak View Group
Elmont, New York
09.2025 - Current
- Responsible for providing security to public attendees.
- Demonstrate ability to function in fast-paced, high-pressure environments to ensure the safety of attendees.
- Leading and supervising certain projects.
Temporary Solution Specialist
Citigroup/Anchor Management
Long Island City, New York
03.2021 - 09.2022
- Provided operational and administrative support to Wealth Management teams and Financial Advisors.
- Assisted in training new staff members.
- Resolved issues related to client reconciliation and complaints.
Education
Legal Studies - Bachelors -
State University of New York At Purchase
Purchase, New York06-2020
Accounting - Bachelors -
Queensborough Community College
Bayside, New York06-2018
Skills
- Attention to detail
- Multitasking
- Client Relations
- Effective communication
- Asset allocation
- Operational support
- Time management
- Team collaboration
Timeline
Security Supervisor
Oak View Group
09.2025 - Current
Case Manager
Citi Personal Wealth Management
09.2022 - Current
Temporary Solution Specialist
Citigroup/Anchor Management
03.2021 - 09.2022
Legal Studies - Bachelors -
State University of New York At Purchase
Accounting - Bachelors -
Queensborough Community College