Matthew Tannenbaum
Point Pleasant Beach,NJ
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
4
4
years of professional experience
Work History
Protégé Financial Advisor
C&A Financial Group
Wall Township, NJ
07.2023 - Current
- Assist in client meetings and follow up work to ensure suitability and viability of products and plans presented to client
- File all necessary paperwork for brokerage account openings, life insurance, disability, etc
- Run reports and illustrations to demonstrate performance of portfolios and policies that clients own
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
Golf Sales Associate
DICK'S Sporting Goods, Township of, Brother
11.2022 - 04.2023
- Interacted with customers daily to provide an exceptional shopping experience
- Made recommendations on clubs and golf balls based off metrics and information gathered from specific athletes
- Provided customers with data and feedback during fitting sessions to allow them to make a better decision when purchasing clubs
Mover
Bohrens Moving
05.2022 - 08.2022
- Handled customers valuables with the utmost care and worked in an efficient manner to transition them from one house to another
- Utilized complex thinking skills to properly load trucks to maximize space while ensuring the safety of all items
- Provided a friendly and caring environment for other employees and customers to ensure a great experience overall
- Maintenance
Metedeconk National Golf Club
06.2019 - 08.2020
- Arrived hours before golfers started play to tend to bunkers, greens, fairways, etc
- In order to make the course presentable and playable for the members
- Assisted players with navigating the course and finding missed golf balls
- Ensured that all members were respecting the course and being safe
- Bohren’s Moving and Storage
Education
Bachelor of Science - Finance
DARLA MOORE SCHOOL OF BUSINESS, University of South Carolina
Columbia, SC05.2023
Skills
- Complex Problem- Solving
- Statistics
- Mathematics
- Excel
- Research
- Financial Report Writing
- Forecasting
- Financial Modeling
- Banking
- Business analysis
- Financial data analysis
Additional Information
- Life Insurance License Present Health Insurance License
Timeline
Protégé Financial Advisor
C&A Financial Group
07.2023 - Current
Golf Sales Associate
DICK'S Sporting Goods, Township of, Brother
11.2022 - 04.2023
Mover
Bohrens Moving
05.2022 - 08.2022
Metedeconk National Golf Club
06.2019 - 08.2020
Bachelor of Science - Finance
DARLA MOORE SCHOOL OF BUSINESS, University of South Carolina
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