Jose Antoine
New York,NY
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor I
New York Life Investment
Brooklyn, NY
03.2023 - Current
- Developed and implemented strategic business plans to increase company profitability.
- Created and maintained relationships with key stakeholders, including customers, suppliers, government agencies, and other industry partners.
- Overseen the daily operations of the organization and ensured compliance with applicable laws and regulations.
- Maintained open communication channels between departments to maximize efficiency and productivity.
- Directed long-term research initiatives to identify new markets for growth opportunities.
- Assessed financial performance of the organization on a regular basis and identified areas for improvement.
- Cultivated relationships with external organizations to build partnerships that benefited both parties.
- Reviewed current systems and processes regularly for potential improvements or upgrades.
- Developed strategies for improving customer service standards throughout the company.
- Developed financial plans and strategies tailored to clients' individual needs.
President
OMNI HAITI
Port-au-Prince, Haiti
05.2020 - Current
- Organized and facilitated board meetings, strategic planning sessions, and annual conferences.
- Represented the organization at community events and public forums to promote its mission.
- Developed policies, procedures, and short-term and long-term goals for the organization.
- Collaborated with staff members to ensure operational efficiency of the organization.
- Established fundraising strategies to increase financial support for programs and services.
- Cultivated relationships with key stakeholders such as donors, volunteers, partners, and sponsors.
CEO
Antoine Unlimited LLC
Brooklyn, New York
04.2018 - Current
- Managed executive team members to ensure successful execution of projects in a timely manner.
- Directed long-term research initiatives to identify new markets for growth opportunities.
- Facilitated board meetings and provided leadership guidance to senior management.
- Recruited, trained, mentored, and managed employees at all levels within the organization.
- Established policies and procedures that promoted an ethical work environment.
- Negotiated contracts with vendors to secure competitive pricing for goods or services.
- Represented the organization at conferences, events, networking activities., as needed.
Education
Bachelor of Science - International Business
UTEL Universidad
Mexico, ME12-2023
Bachelor of Science - Relaciones Internacionales
Universidad Abierta Interamerica
Argentina03-2021
Bachelor of Science - International Relations
Universidad Nacional De Rosario
Argentina12-2019
Associate of Arts - Mediacion Y Gestion De Conflictos
Defensoria Del Pueblo
Argentina 08-2011
Associate of Arts - Journalism
L'ISCOF
Haiti07-2007
Skills
- Managing wealth
- Developing financial plans
- Planning for retirement
- Advising on investments
- Funding education
- Making insurance decisions
- Financial Services
- Inflation protection strategies
- Retirement planning
- Asset Allocation
- Budget Compliance
- Business Development
- Budgeting advice
- Employee Benefits Consulting
- Financial Advising
- Behavioral Finance
- Sales expertise
- Lead Generation
- Special Needs Planning
- Long-Term Care Planning
- Certified Financial Planner
- Investment Opportunity Identification
Accomplishments
- Career Life Producer Award
- Paid Cases Leader Award
Languages
English
Full Professional
French
Native/ Bilingual
Créole
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- International Business : Finance Services, Investment and Real Estate
- International Relations : Diplamacy and Development
- Sociedad, Conflicto y Violencua: Herramientas de Abordaje e Intervencion
- La Crisis Internacional: Perspectivas desde las Relaciones Internacionales
Timeline
Financial Advisor I
New York Life Investment
03.2023 - Current
President
OMNI HAITI
05.2020 - Current
CEO
Antoine Unlimited LLC
04.2018 - Current
Bachelor of Science - International Business
UTEL Universidad
Bachelor of Science - Relaciones Internacionales
Universidad Abierta Interamerica
Bachelor of Science - International Relations
Universidad Nacional De Rosario
Associate of Arts - Mediacion Y Gestion De Conflictos
Defensoria Del Pueblo
Associate of Arts - Journalism
L'ISCOF
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