Summary
Overview
Work History
Education
Skills
Software
Timeline
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Joshua Oliver

Staten Island,NY

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

10
10
years of professional experience
3
3
years of post-secondary education

Work History

Financial Counselor

Primerica
Lodi, NJ
03.2019 - Current
  • Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
  • Stayed up-to-date on financial products and consumer rights.
  • Helped clients identify and set short- and long-term financial and life goals and devise plans to reach those goals.
  • Engaged with attendees at fairs and public events to promote services.

Porter

Nederlander Productions
Manhattan, NY
07.2013 - Current
  • Increased workplace safety by immediately reporting potential hazards.
  • Reconciled used supplies against inventories for timely stock replenishment.
  • Communicated with coworkers and managers about completed duties.

Pse

USPS
Manhattan, NY
11.2020 - 12.2022
  • Loaded and unloaded shipping containers and vehicles.
  • Loaded letters onto processing equipment, removed non-processable letters and maintained continuous sorting feed.
  • Used automated mail processing equipment to sort and collate mail.
  • Weighed letters and packages and calculated costs based on classification, weight, and destination.

Education

Associate of Arts - Business Administration

Borough of Manhattan Community College of The City University of New York
New York, NY
08.2000 - 05.2003

Skills

Mutual funds and liabilities

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Software

Vmix

Timeline

Pse

USPS
11.2020 - 12.2022

Financial Counselor

Primerica
03.2019 - Current

Porter

Nederlander Productions
07.2013 - Current

Associate of Arts - Business Administration

Borough of Manhattan Community College of The City University of New York
08.2000 - 05.2003

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Joshua Oliver