John M Dooley III
Abacus Financial Services
Bear,DE
33
years of professional experience
Empowering Advocate for Financial Wellness focused on relationship building and client education. Cultivated personalized client experiences that promoted positive behavioral changes in financial decision-making and enhanced financial literacy. Delivered process improvements that streamlined operations, enhancing service efficiency and client satisfaction.
Work History
Owner/Founder
33 Years 1 Month- Mentored clients on financial and retirement planning strategies to improve short and long-term outcomes.
- Cultivated strong client relationships through personalized service and financial education. Supported a conceptual relationship between financial literacy and well-being.
- Empowered and encouraged individuals and families to view behavioral changes in a positive light as they prepared to make financial decisions.
- Promoted an intergraded approach to financial wellness through four core services; investment. insurance, tax efficiency, holistic retirement planning and when applicable bookkeeping & accounting ensuring compliance and accuracy.
- Implemented process improvements that streamlined operations and increased service efficiency.
Education
No Degree - Liberal Arts
Skills
Small business operations
Operations management
Networking
Business planning
Financial literacy
Client relations
Customer relations
Relationship building
Verbal and written communication
Affiliations
Member
Association for Financial Counseling and Planning Education
Timeline
Owner/Founder
Abacus Financial Services
07.1993 - CurrentRead More
Central Connecticut State University
No Degree from Liberal Arts
Read More