John McCarney
Yorkville,IL
Summary
Overview
3
3
years of professional experience
Work History
Senior Investment Professional
J.P.Morgan Securities LLC
09.2022 - Current
- Resolved cash exceptions, and evaluated overall account status impact, to clients.
- Reconciled daily trading transactions to ascertain clients' requests based on amounts needed.
- Anticipated client responses and prepared clear and articulate answers.
- Coordinated with Advisors, Investment Advisors, and Bankers to solve complex problems about client accounts.
- Facilitated new hire onboarding training.
Consultant
Northern Illinois University
01.2022 - 05.2022
- Elevated performance of the client's organization by implementing new training programs and management systems.
- Organized expansion plan using analytical data to help further thegrowth of the organization.
- Analyzed problematic areas and provided recommendations and solutions to improve user use.
- Compiled a research report of potential federal grants the organization qualified for and organized the grants in order of likeliness of acceptance.
Licensed Insurance Producer
State Farm
04.2021 - 08.2021
- Provided coverage option information to assist clients in protecting assets.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Education
Bachelor of Science - Business Administration
Northern Illinois University: 3.4/4.0
Dekalb, IL05.2022
Associate of Science - Business Administration
Waubonsee Community College: 3.5/4.0
Sugar Grove, IL05.2020
Skills
- Clientele Development
- Verbal and Written Communication
- Critical Thinking
- Adaptable
- Project Management
- Team Oriented Attitude
- Critical Thinking
- Adaptable
Licenses
- SIE
- Series 7
- Series 63
- Insurance: Property and Casualty
Timeline
Senior Investment Professional
J.P.Morgan Securities LLC
09.2022 - Current
Consultant
Northern Illinois University
01.2022 - 05.2022
Licensed Insurance Producer
State Farm
04.2021 - 08.2021
Bachelor of Science - Business Administration
Northern Illinois University: 3.4/4.0
Associate of Science - Business Administration
Waubonsee Community College: 3.5/4.0
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