Hi, I’m
Kole DeFelice
Dublin,OH
Summary
Highly-motivated business leader with desire to take on new challenges. Strong worth ethic, with extreme adaptability, exceptional interpersonal skills, and decisive problem solving skills. Adept at working effectively unsupervised and quickly mastering any new skills. My attitude in life resembles an outgoing, happy entrepreneur. Excelled to General Manager/trainer/McDonald's technician, while going to College. Which lead me to finances( starting as banker, advanced to a Financial Planner), where I educated and advised my clientele on the best path to reach their financial goals. Now I look towards the future for what exciting and new challenges, and opportunities that await me.
Overview
10
years of professional experience
Work History
Prudential FinancialEaston, OH
Financial Planner
10.2018 - 08.2022
Job overview
- Educating and advising clientele on the best path to reach their financial goals. Whether the routes to do so ranged from investing large capital, protecting estate, family, or business, steps to minimize taxes, and cost for transferring wealth, and estate through most efficient and least taxing avenue, mainly through financial planning.
- Series 6 Licensing, and Life, Health, and Annuity License.
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing, and Planning process.
- Enforced compliance with state and federal regulations, statutes and company policies.
McDonaldsColumbus, OH
General Manager
08.2012 - 03.2018
Job overview
- Oversee operations of business that include: P&L projections, I-9 hiring & firing, scheduling, food cost, inventory, guest relations & events, training, and implementing safety standards.
- Highest store survey scores for 3 quarters, increase in yearly sales.
- Columbus trainer for department managers, and crew trainers.
PNC Bank/PNC InvestmentsColumbus, OH
Personal Banker
03.2018 - 10.2018
Job overview
- Assisted Clients opening accounts, apply for loans refinance Mortgage and make sound financial decisions.
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Accomplished highest sales, and customer satisfaction Surveys.
New FordGroveport, OH
Car Salesman
02.2015 - 02.2016
Job overview
- Sold over 180 vehicles in 1 year, Product Specialist of the Month (24 cars)
- Best Customer Survey Award (100%) Ford Master Certified Salesman
- Built customer base, lead calling, emailing, negotiating, financial understanding, product selling, returning, and referral relations
Education
Kaplan UniversityColumbus, OH
Series 6, Life, Health, & Annuity License from Finance
06.2021
University Overview
- I have had a NMLS License, along with a car sales license.
- I have completed most requirements in order to receive my Property & Casualty Insurance license as well, when needed.
Hamburger UniversityChicago, IL
ACE Credits For Business Management
06.2017
University Overview
- MVP during schooling for Department & General Management
- 11 A.C.E credits from finishing the curriculum for People, Guest, Kitchen, and General Management programs.
- became a certified Mcdonald's Operation Technician class 2, where I would troubleshoot and fix Mcdonald's equipment
DeVry UniversityColumbus, OH
BBA from Business Administration
University Overview
- (2014-2018) - Honor Roll with a 3.5 average STATUS is Junior
- (High Honors Scholarship) Recipient from having High Honors through Madison Christian Highschool.
- (3.75) Madison Christian Highschool GPA
Skills
- Excellent communication skills, problem solving, Strategic planning, trainer, and understanding of the monetary world
- Extremely adaptable with High learning techniques
- Training and development Complex problem solving
- Results-oriented Leading large organizations
- Customer Obsessed Excellent communication skills
Accomplishments
Think Make Live Charity- Vice President from 2018-2023
- Set Community action groups like the CAT Council( where the leaders discussed events and engagements), event planner, Slam Poetry club, Youth mentor Apprenticeships, assisting Covid Clean, health drive. Mentored by Founder( Terry Greene).
- Leading groups to establish more donations, partnerships, and business through members of the Community.
Other Accomplishments include:
- Certified Scuba Diver (sponsored by YMCA for involvement of YMCA community at a young age and part of Youth Leaders of America.
- Honors in high school and College.
- Sent to Orlando Florida to help built houses for homeless, cared for orphans without parents, and assisted food drives.
- Solos and duets from Choir to an audience of 1,000 people.
Timeline
Financial Planner
Prudential Financial
10.2018 - 08.2022
Personal Banker
PNC Bank/PNC Investments
03.2018 - 10.2018
Car Salesman
New Ford
02.2015 - 02.2016
General Manager
McDonalds
08.2012 - 03.2018
Kaplan University
Series 6, Life, Health, & Annuity License from Finance
Hamburger University
ACE Credits For Business Management
DeVry University
BBA from Business Administration
Similar Profiles
Task MorelandTask Moreland
NA at The Prudential Insurance Company of America, Prudential FinancialNA at The Prudential Insurance Company of America, Prudential Financial
Ethan NadeauEthan Nadeau
Quality Coach, Subject Matter Expert at Prudential FinancialQuality Coach, Subject Matter Expert at Prudential Financial
Richmond OpareRichmond Opare
Lead Cloud Database Administrator at Prudential FinancialLead Cloud Database Administrator at Prudential Financial
Srikanth OnteruSrikanth Onteru
Quality Assurance Analyst at Prudential FinancialQuality Assurance Analyst at Prudential Financial
Hollianne KanoskiHollianne Kanoski
Bindery Associate /Front Desk Receptionist at PressworksBindery Associate /Front Desk Receptionist at Pressworks