Madeline Snajczuk
Buffalo,NY
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable
Williamsville, NY (On-Site)
05.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Bartender
Forty Thieves And Patrick's Rooftop
Buffalo, NY (On-Site)
07.2019 - Current
- Served high customer volumes during special events, nights, and weekends.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Kept bar presentable and well-stocked to meet customer needs.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
Education
No Degree - Exercise Science
SUNY Buffalo State
Buffalo, NYSkills
- FINRA Rules
- Investment Analysis
- Credit Management
- Stock Market Understanding
- Financial Profiling
- Client Contact
- Staff Support
- Skilled in Microsoft Office
- Skilled in Salesforce
Certification
- FINRA Series 7 License
- FINRA Series 63 License
- Life and Health Insurance License
Timeline
Financial Advisor
Equitable
05.2022 - Current
Bartender
Forty Thieves And Patrick's Rooftop
07.2019 - Current
No Degree - Exercise Science
SUNY Buffalo State