Joshua Stravato
Newport,RI
Summary
High-achieving Financial Service Professional, successful at developing and executing holistic retirement planning strategies. This has been accomplished through proper implementation of rollovers, mutual funds, annuities, mortgage protection and life insurance. Hands-on experience in reviewing client investment reports and providing advice on how to preserve and grow one's wealth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life & NYLIFE Securities
Johnston, RI
06.2023 - Current
- Advised clients on risk management practices and recommended appropriate hedging strategies.
- Developed financial models to assess the performance of investments.
- Managed client portfolios and provided market updates.
- Researched economic trends, macroeconomic data, and industry developments.
- Prepared presentations for clients on proposed investment plans and strategies.
- Cold-called potential clients to discuss available financial products and services.
Real Estate Agent
Teri Degnan Real Estate & Consulting
Newport, RI
01.2022 - 06.2023
- Show residential properties and explain features, value and benefits of available homes.
- Promote property sales through advertisements, open houses and participation in multiple listing services.
- Market real estate to various types of commercial clients and strengthen revenue opportunities.
Car Detailer
Self-employed
Cranston, RI
06.2018 - 06.2023
- Grew entrepreneurial initiative into successful, self-sustaining business.
- 20+ clientele base.
- Serve clients with on-site detailing services at businesses and homes.
- Order and restock supplies to keep workplace operating smoothly.
- Organize account of employees on payroll.
- Use efficient organic marketing in order to attain and retain customers.
Education
Bachelor of Science - Business Administration
Salve Regina University
Newport, RI05.2023
Skills
- Adaptable and versatile
- Compelling leadership skills
- Tableau versatile
- Lead generator
- Strong team skills
- National Association of Realtors
- Newport County Board of Realtors
Affiliations
- Entreprenuer
- Small Business owner
- Event Planner
- NCAA Division III Men's Baseball
Certification
- SIE
- Series 6
- Life and Health Insurance Producer
- Variable Life and Variable Annuity Producer
- Microsoft Word, Excel, PowerPoint
Timeline
Financial Services Professional
New York Life & NYLIFE Securities
06.2023 - Current
Real Estate Agent
Teri Degnan Real Estate & Consulting
01.2022 - 06.2023
Car Detailer
Self-employed
06.2018 - 06.2023
Bachelor of Science - Business Administration
Salve Regina University
- SIE
- Series 6
- Life and Health Insurance Producer
- Variable Life and Variable Annuity Producer
- Microsoft Word, Excel, PowerPoint
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