Joseph Longo
Prudential
Cherry Hill,NJ
1
Certification
5
years of professional experience
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Work History
Associate Financial Advisor
10 Months- Assisted clients in understanding financial products and services to enhance decision-making.
- Supported financial planning processes by gathering and analyzing client data for accurate assessments.
- Collaborated with senior advisors to develop tailored investment strategies based on client goals.
- Maintained up-to-date knowledge of market trends and regulatory changes impacting client portfolios.
- Actively monitored a wealth management book of business consistently exceeding client retention targets by implementing tailored asset allocation strategies
Sales Associate Manager
3 Years 3 Months- Streamlined inventory management processes to enhance product availability and customer satisfaction.
- Cultivated strong customer relationships to drive repeat business and brand loyalty.
- Coordinated with suppliers to ensure timely delivery of floral products,
Education
Bachelor of Science - Finance
- Dean's List 2022-2025
Skills
Cash flow management
Insurance planning
Retirement planning
Portfolio management
Estate planning
Capital raising
Relationship building and management
Certification
Securities Industry Essentials (SIE) – FINRA (Passed)
Insurance License: Life, Accident, & Health (Passed)
Timeline
Associate Financial Advisor
Prudential
04.2025 - 02.2026Read More
Sales Associate Manager
J & G Floral
01.2021 - 04.2024Read More
Neumann University
Bachelor of Science from Finance
Read More