Mauro Parra
Wappingers Falls,New York
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
04.2024 - Current
- Provided comprehensive financial planning and investment advice to clients, tailoring strategies to meet their individual goals and risk tolerance
- Analyzed clients' financial situations, including income, expenses, assets, liabilities, and tax status to develop personalized recommendations
- Educated clients on different investment options such as stocks, bonds, mutual funds, ETFs, annuities, and retirement accounts
- Conducted thorough analysis of insurance policies (life insurance, disability insurance) to ensure adequate coverage for clients' protection needs
- Utilized financial software tools (e.g., Excel spreadsheets or specialized software) for data analysis and projections related to retirement planning or college savings plans
Administrative Assistant
Catholic Charities
02.2019 - 08.2024
- Translating legal documents from English to Spanish or Spanish to English
- Creating, maintaining, and updating Excel reports for Regional Director on budget, expense reports, and donor list
- Including pivot table manipulations
- Taking/Routing calls and coordinating the schedules of several co-workers
- Utilizing digital database systems (Outcomes, Salesforce) as well as a creating, maintaining, and updating physical filing system
- Tracking and managing orders for office supplies
- Creating, maintaining, and updating onboarding programs for NYC branch Help Line, helping clients find and provide services to hundreds of people weekly from across the state
- This is a procedural resource directory for all staff to utilize for the fastest, most efficient, and standardized help model to gain access to resources for those in need
Hybrid Tech Support/Customer Support Temp
Laerdal Medical Corporation
11.2018 - 02.2019
- Helping customers troubleshoot issues with simulator/controller by identifying problems they encounter while using the software and providing actionable tips to resolve the problem through research and team collaboration
- Walking customers through the process of installing software downloads on their machines/simulators/controllers
- Logging and keeping records of customer Service Requests
- Sending and explaining technical documentation to customers who have lost or misplaced theirs
- Making hardware recommendations for customers whose machines cannot support the software they are seeking to utilize
- Responding in a timely manner to service issues and requests
- Providing friendly and helpful customer service at any point of contact
- Writing and proofing orders with utmost detail reflecting quotes pricing and discounts
- Resolving all customer issues with regards to billing, shipping, or product returns
- Utilizing and updating key customer databases and order input systems
- Recommending new products based off of customer wants
- Handled day to day customer contact via phones, faxes, and emails
Employment Specialist/Case Manager
Mental Health Association Of Connecticut
07.2017 - 11.2018
- Collaborating with an array of Physicians, Nurses, Psychiatrists, Clinicians, and Support staff to provide mental health services to patients
- Conducting outreach to referrals generated by Medical/Clinical Doctors from the Department of Mental Health and Addiction Services
- Meeting weekly to report on the behaviors, progress, and outcomes of referrals who become mutual patients
- Navigating the barriers for employment of program participants and developing strategies for their individual needs
- Creating and Maintaining a portfolio of targeted relationships with potential employers to help support program participants once employed
- Utilizing an online Electronic Health Record system for documentation and data entry purposes and Ensuring all paperwork is completed accurately and in a timely manner to meet accreditation standards of both MHAC, Department of Mental Health and Addiction Services, and the IPS model
Bartender/Sushi Chef
FENG ASIAN BISTRO
06.2016 - 07.2017
- Utilizing proper cooking procedures to ensure customer satisfaction
- Handling all cash and credit card transactions
- Taking detailed orders from customers
- Responding to customer complaints
Assistant Director of Admissions
Wilbraham and Monson Academy
07.2015 - 12.2015
- Providing administrative support to the Director of Admissions and managing the day to day operations of the office of Admissions
- Conducting outreach and external work through international travel to countries such as Russia, China, Saudi Arabia, Vietnam, Colombia, Thailand, Bermuda, and Mexico
- With the express purpose of developing relationships with exclusive clients, corporate representatives, and school officials through public and private meetings
- Leadership position as the Principal Designated School Official (PDSO) that worked with and directed other designated school officials (DSO)
- All use of international student database (SEVIS) was monitored directly by Homeland Security
- Maintaining flow of quality applicants through emails, phone conversations, and appointments
- Maintaining WMA's database and admissions files, both digital as well as a hard copy for each applicant
- Guiding prospects through the admissions process through school tours, interviews in person or through Skype for international candidates
- I was able to open new international channels between our organization and organizations with similar interests abroad
- Due to my fluency in Spanish, I believe I also impacted the South American market specifically which showed by the hundreds of students who showed interest in WMA which resulted directly from my travels to Colombia and Mexico
Assistant Director of Admissions
Oakwood Friends School
10.2013 - 06.2015
- Providing administrative support to Director of Admissions and managing the day to day operations of the Office of Admissions
- Facilitating a welcoming process for visiting families
- Maintaining flow of quality applicants
- Conducting outreach and external work with feeder schools, community and educational referral sources, and attending school sponsored events as well as events such as school recruitment fairs
- Guiding prospects through the admissions process through school tours, interviews in person or through Skype for international candidates
- Managing relationships with third party administrators such as SSAT, TABS, Boarding School Review
- Maintaining database and admissions files, both digital as well as a hard copy for each applicant
- While maintaining a second job at the time, I was able to also travel extensively throughout the North Eastern area of the United States meeting with clients to build connections between our organizations
Assistant Manager
Bugaboo Creek Steakhouse
02.2013 - 10.2014
- Supervising entire staff by providing leadership and excellent customer service
- Processing Thousands of income dollars daily
- Communicating with Corporate and meeting any needs they have
- Entering all data in Excel Spreadsheets at end of every day
- I reached this position through two promotions
- Initially I was trained as a Server, I was then promoted to Bartender, and finally to Assistant Manager
- I had 90% of the responsibilities of the Managers but I was part time and therefore not a salaried employee
Education
BA - Psychology
University Of Hartford
West Hartford, CT01.2011
HS - undefined
Oakwood Friends School
Poughkeepsie, NY04.2007
Skills
- Sales follow-up
- Networking
- Bilingual
- Financial Planning
- Customer service
- Retirement needs
- Case Management
- Data analysis skills
- Salesforce
- Excel
- Funding education
- Making insurance decisions
Certification
- Insurance Licenses, Life, Health, and Annuities – New York Department of Insurance.
- Security Industry Essentials
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 66 License - North American Securities Administrators Association and FINRA.
Personal Information
Work Permit: Authorized to work in the US for any employer
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Financial Advisor
Equitable Advisors
04.2024 - Current
Administrative Assistant
Catholic Charities
02.2019 - 08.2024
Hybrid Tech Support/Customer Support Temp
Laerdal Medical Corporation
11.2018 - 02.2019
Employment Specialist/Case Manager
Mental Health Association Of Connecticut
07.2017 - 11.2018
Bartender/Sushi Chef
FENG ASIAN BISTRO
06.2016 - 07.2017
Assistant Director of Admissions
Wilbraham and Monson Academy
07.2015 - 12.2015
Assistant Director of Admissions
Oakwood Friends School
10.2013 - 06.2015
Assistant Manager
Bugaboo Creek Steakhouse
02.2013 - 10.2014
HS - undefined
Oakwood Friends School
BA - Psychology
University Of Hartford
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