Summary
Overview
Work History
Education
Skills
Certification
References
Accomplishments
Timeline
Generic

KYLE LABRIE

Rochester,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

7
7
years of professional experience
1
1
Certification

Work History

Financial Advisor

Equitable Advisors
03.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Meter Reader

Heath Consultants US
07.2020 - 03.2024
  • Read electric, gas, water, or steam consumption meters and enter data in route books or hand-held computers
  • Walk or drive vehicles along established routes to take readings of meter dials
  • Verify readings in cases where consumption appears to be abnormal, and record possible reasons for fluctuations
  • Inspect meters for unauthorized connections, defects, and damage such as broken seals
  • Report to service departments any problems such as meter irregularities, damaged equipment, or impediments to meter access, including dogs
  • Answer customers' questions about services and charges, or direct them to customer service centers
  • Update client address and meter location information
  • Report lost or broken keys.

Greenhouse Assistant/Shipping Material Handler

Frear's Garden Center
04.2020 - 07.2020
  • Handle incoming material deliveries
  • Maintain cleanliness in both store and greenhouses
  • Restock and refill storefront and empty plant plots
  • Carry out purchased/pre-purchased materials to customer vehicles.
  • Coordinated closely with other team members to complete projects efficiently while maintaining high-quality standards throughout all aspects of greenhouse operations.

Truck Driver

Ridge Cabinet & Showcase
03.2017 - 04.2020
  • Shipping/Receiving & Shop Maintenance, Manage front of warehouse incoming/outgoing packages, material, and finished product
  • Keep warehouse, machines, and work areas of all employees cleaned and functioning properly
  • Obtain, store, and retrieve any material needed for all ongoing jobs
  • Drive and maintain large, medium and small trucks
  • Properly loading and unloading finished product at shop and destination
  • Assist with any operation that may require more than one person for any reason
  • Aid in building and installation of cabinets, bookshelves, countertops, etc.

Education

High School Equivalency Diploma -

ARCADIA HIGH SCHOOL
Rochester, NY

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning
  • Risk Assessment
  • Debt management
  • Client Relations

Certification

  • DOT Certified Driver
  • In-house trained Forklift Operator
  • OSHA 10 Certified

References

References available upon request

Accomplishments

LAH Certified - New York

SIE

Series 7

Series 66


Licenses for securities sales in:

New York

Michigan

Ohio

Timeline

Financial Advisor

Equitable Advisors
03.2024 - Current

Meter Reader

Heath Consultants US
07.2020 - 03.2024

Greenhouse Assistant/Shipping Material Handler

Frear's Garden Center
04.2020 - 07.2020

Truck Driver

Ridge Cabinet & Showcase
03.2017 - 04.2020

High School Equivalency Diploma -

ARCADIA HIGH SCHOOL

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