Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joseph C. Cercone

Livonia,MI

Summary

Self-motivated professional with a strong commitment to honesty, integrity, and ethics. Deep understanding of financial principles and investment strategies. Excels in data analysis and financial planning. Applies analytical reasoning and conceptual thinking to effectively persuade others in finance.

Overview

4
4
years of professional experience

Work History

Administrative Assistant

Aquest Wealth Strategies
05.2024 - Current
    • Broker Dealer is LPL Financial.
    • Ensured compliance with all regulatory requirements, demonstrating commitment to ethical business practices and maintaining client trust.
    • Collaborated with team members to provide comprehensive financial solutions for clients' diverse needs.
    • Evaluated potential investment opportunities using rigorous due diligence processes, minimizing risk exposure for clients.
    • Utilized advanced analytical tools for accurate assessment of market trends allowing timely advise based on these insights.
    • Generated detailed reports that highlighted client''s progress and areas of improvement, fostering informed decision making.
    • Conducted thorough research on investment options, enabling informed decisions that aligned with clients'' risk tolerance levels.
    • Stayed current on industry trends, ensuring clients received up-to-date information and recommendations relevant to their unique situations.

Personal Advisor

Community Choice Credit Union
11.2023 - 09.2024
    • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
    • Disbursed cash and checks accurately while maintaining security of cash drawers.
    • Processed customer transactions promptly, minimizing wait times.
    • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible. Developing a strong relationship with the members through trust and exceptional service.
    • Assisted customers with account inquiries, resolving issues promptly and professionally.
    • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.

Licensed Loan Officer

First Savings Bank
06.2021 - 12.2021
  • Closed and Sold loans deals, building my own pipeline and book of business.
  • Cold calling loan leads to selling and creating a book of business consisting of refinance/ purchase clients. Along with selling terms, conditions, and loan details to clients for a new loan.
  • Contacting all my clients on an everyday basis, updating them on the status of the loan and process.
  • Closed just over 20 loans, in a year within the company, bringing the company 5 million dollars in deals.
  • Guide borrowers/ customers through the loan application process. Develop and explain a new financial plan that will best fit each client and family, to put them in the best place financially.
  • Obtained an NMLS ID in multiple states.

Education

BBA - Financial Planning

Rochester Christian University, School of Business
Rochester, M.I.
12.2024

Skills

  • Strong problem sover and critical thinker
  • Proficient in Microsoft Software and Programs (Excel, PowerPoint, Word, Teams, Etc)
  • Strong familiarity with CRM systems including Redtail and Right Capital
  • Strategic planning and Financial analysis
  • Asset allocation
  • Portfolio diversification
  • Strong understanding on LPL systems and networks

Timeline

Administrative Assistant

Aquest Wealth Strategies
05.2024 - Current

Personal Advisor

Community Choice Credit Union
11.2023 - 09.2024

Licensed Loan Officer

First Savings Bank
06.2021 - 12.2021

BBA - Financial Planning

Rochester Christian University, School of Business

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Joseph C. Cercone