Junior Louis
Darien
Summary
Experienced Financial Representative with a strong background in financial management services. Utilizes expertise in financial analysis, forecasting, and client relations to deliver customized solutions. Excelled as a Financial Analyst at Big Branch Capital, executing intricate financial operations and creating strategic models to inform business decisions. Dedicated to empowering clients and driving industry standards through innovative financial planning and strategic problem-solving.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
04.2024 - Current
- Guide clients in financial planning, fostering trust and ensuring tailored solutions
- Cultivate client relationships to identify and address unique financial goals
- Collaborate with team to design comprehensive financial strategies for diverse needs
Financial Analyst
Big Branch Capital LLC
09.2020 - 12.2024
- Conducted financial analysis and modeling to support business decisions, including forecasting and budgeting
- Developed and maintained financial models and forecasts to inform business strategy
- Analyzed financial data to identify trends, opportunities, and risks for Big Branch Capital LLC in White Plains, New York
Operations Manager
louis limo
01.2012 - 07.2018
- Directed activities related to dispatching, routing, and tracking transportation vehicles
- Planned, organized and managed the work of drivers to ensure that the work is accomplished in a manner consistent with organizational requirements
- Monitored operations to ensure that drivers comply with procedures, safety rules and government regulations
Education
Bachelor of Business Administration - BBA - Finance and Financial Management Services
Berkeley College
12.2020
Skills
- Financial Reporting,
- Financial Modeling,
- Customer Experience,
- Financial Analysis, Financial Planning, Client Relations, Forecasting, Budgeting,
- Operations Management and Customer Service,
- Risk Management, Investment Strategy, Portfolio Management
www.linkedin.com/in/junior-louis-49ba35142/
LANGUAGES
English
French (highly proficient)
Creole
Hobbies
Music
Food Tourism
Gym
Tennis
Outdoor Activities
Certification
- Bloomberg Market Concepts - Bloomberg, Dec2024
- Insurance Producer, Accident, Health, Life, Disability In FL
- Insurance Producer, Accident, Health, Life, Disability, and Annuities License In NY
- Insurance Producer, Accident, Health, Life, Disability, Long Term Care, and Annuities License In CT
- Insurance Producer, Accident, Health Life, Disability, And annuities License in NJ
Interests
- Banking
- World Economy
- Stock Market
- Reading Journals
Timeline
Financial Representative
Northwestern Mutual
04.2024 - Current
Financial Analyst
Big Branch Capital LLC
09.2020 - 12.2024
Operations Manager
louis limo
01.2012 - 07.2018
Bachelor of Business Administration - BBA - Finance and Financial Management Services
Berkeley College