MATTHEW LINARELLO
Norwalk,CT
Summary
Detail-oriented and results driven Associate Financial Representative with one year of experience in supporting financial advisors and managing client relationships, seeking to leverage my skills and passion in the financial services industry to contribute to a dynamic team by applying strong analytical abilities and a client-focused mindset to support investment strategies and enhance operational efficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate Financial Representative
Northwestern Mutual
12.2023 - Current
- Supporting the onboarding process of new clients, including gathering necessary documentation and facilitating account setup
- Maintaining and updating client databases to ensure accurate and timely information is available for financial representatives
- Collaborating with team members to streamline processes and improve operational efficiency
Account Manager
Pristine Management Group
11.2022 - 12.2023
- Conducting face to face sales; successfully striking deals with various individuals
- Managing and overseeing the day-to-day duties, territory, roles, and development of 8-10 salespeople
Letter Carrier
United States Postal Service (USPS)
12.2021 - 11.2022
- Organizing and delivering letters and parcels in a quick and efficient manner
Financial Advisor Intern
Northwestern Mutual
10.2020 - 02.2021
- Procuring, forming relationships with, and retaining clients
- Ensuring clients and informed and satisfied in regard to their consumer needs
- Experience cold-calling and interacting with all types of potential and current clients
Student Senator
SUNY Orange
08.2017 - 08.2019
- Interacting with the student body and assessing their needs
- Collaborating with fellow senate members to meet the needs of the student body while accounting for budgeting concerns
Education
B.S. - Business Administration
South New Hampshire University
05.2021
A.S. - Business Administration
SUNY Orange
08.2019
Skills
- Strong Knowledge of Financial Products and Services
- Time Management and Prioritization
- Excellent Verbal and Written Communication
- Proficient in Microsoft Excel, Word, CRM
- Client Relationship Management
- Adaptability
- Team Collaboration
- Attention to Detail
Certification
Life, Accident & Health Licensed
Timeline
Associate Financial Representative
Northwestern Mutual
12.2023 - Current
Account Manager
Pristine Management Group
11.2022 - 12.2023
Letter Carrier
United States Postal Service (USPS)
12.2021 - 11.2022
Financial Advisor Intern
Northwestern Mutual
10.2020 - 02.2021
Student Senator
SUNY Orange
08.2017 - 08.2019
B.S. - Business Administration
South New Hampshire University
A.S. - Business Administration
SUNY Orange
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