Marcus Fresquez
Grimes,IA
Summary
Dynamic Registered Financial Representative with New York Life Insurance Co, skilled in wealth management and customer service. Successfully enhanced operational efficiency through digital tools, while proactively identifying new business opportunities. Expert in portfolio management and risk assessment, delivering tailored investment advice to clients for optimal financial outcomes. I’m currently working towards a Masters Degree in General Finance on top of more financial designations.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Registered Financial Representative
New York Life Insurance Co
01.2025 - Current
- Provided exceptional customer service, addressing client concerns promptly and effectively resolving issues.
- Developed strong relationships with clients through regular communication and updates on their financial status.
- Achieved operational efficiency by implementing digital tools that streamlined account management tasks.
- Proactively identified new business opportunities by networking with prospective clients at community events or through referrals from existing clients.
- Analyzed market trends and data to make informed decisions on portfolio adjustments for optimal returns.
- Conducted thorough risk assessments for potential investments, ensuring sound decision-making and minimized losses.
Education
Bachelor Of Accounting - Accounting And Finance
University of Phoenix
Tempe, AZSkills
- Cash flow management
- Retirement planning
- Portfolio management
- Wealth management
- Debt management
- Insurance solutions
- Customer service
- Continuous professional development
- Investment advice
Accomplishments
Honor Society student
Certification
Series 6 and Series 63 licenses.
Timeline
Registered Financial Representative
New York Life Insurance Co
01.2025 - Current
Bachelor Of Accounting - Accounting And Finance
University of Phoenix