Summary
Overview
Work History
Education
Skills
Timeline
Generic

Liam McGarry

Hoboken,NJ

Summary

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.

Overview

6
6
years of professional experience

Work History

Financial Consultant

Strategic Asset Services
Hawthorne, NY
05.2021 - Current
  • Negotiated fees with vendors providing services to clients such as brokers or advisors.
  • Maintained up-to-date records of all transactions conducted on behalf of clients.
  • Drafted presentations outlining proposed investment strategies for review by senior management prior to presenting them to clients.
  • Provided customized investment solutions tailored to the individual needs of each client.
  • Assisted clients in understanding current market conditions and how they affect their investments.
  • Developed and implemented strategies to help clients reach their financial goals.
  • Created comprehensive financial plans that included retirement planning, cash flow analysis, estate planning and insurance coverage reviews.
  • Collaborated with colleagues across departments within the organization in order to ensure a smooth transition between stages of client service delivery.
  • Responded promptly to inquiries from existing and prospective customers.
  • Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
  • Facilitated rollovers from old employer sponsored plans into new ones for retiring employees.

CSA

Strategic Asset Services
Hawthorne, NY
01.2019 - 05.2021

Field Organizer

Julie Goldberg for NY State Senate
Nanuet, NY
07.2018 - 09.2018
  • Coordinated volunteer recruitment efforts by attending community meetings and events.
  • Conducted one-on-one trainings for volunteers on effective communication strategies for engaging voters.
  • Developed relationships with local organizations to increase outreach and engagement of potential voters.
  • Maintained up-to-date records of voter contact data and prepared regular progress reports.
  • Designed surveys to collect feedback from constituents on various policy issues.
  • Created detailed reports on voter registration, turnout, and other campaign metrics.
  • Actively engaged supporters through phone banking, text banking, emailing, direct mail.

Education

Bachelor of Science - Finance, Financial Planning

Saint Joseph's University
Philadelphia, PA
05-2018

Skills

  • Wealth Management
  • Trend Analysis
  • Estate Planning
  • Portfolio Management
  • Retirement planning
  • Asset Allocation
  • Investment advice
  • Sales follow-up
  • Stock market expertise
  • Client Relations

Timeline

Financial Consultant

Strategic Asset Services
05.2021 - Current

CSA

Strategic Asset Services
01.2019 - 05.2021

Field Organizer

Julie Goldberg for NY State Senate
07.2018 - 09.2018

Bachelor of Science - Finance, Financial Planning

Saint Joseph's University

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Liam McGarry