Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Bartender

Michael Riggs

Boston,MA

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

12
12
years of professional experience
1
1
Certification

Work History

Financial Coach

TrueView Financial
04.2020 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Bartender

PKL
09.2022 - Current
  • Kept bar presentable and well-stocked to meet customer needs.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers and taking inventory.
  • Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
  • Followed alcohol awareness procedures for preventing excessive guest intoxication.

Bouncer & Food Runner

Capo Restaurant & Supper Club
08.2021 - 08.2022
  • Monitored, guarded and patrolled premises to prevent infractions of rules, theft and violence.
  • Ejected unruly patrons from premises.
  • Patrolled exterior and interior of premises.
  • Enforced dress codes and refused objectionable attire.
  • Maintained speed of service for food orders while minimizing errors and complaints.
  • Delivered correct food items to tables according to order documentation.
  • Garnished dishes and quickly delivered items to customers, minimizing wait times.
  • Trained and mentored newly hired employees to explain process flow and safety procedures.
  • Answered questions from restaurant patrons regarding menu items.
  • Organized and replenished supplies at food stations to optimize team performance.

Foreman

Walpole Outdoors
05.2017 - 06.2020
  • Quality installation of all types of fences, posts, gates, pergolas, arbors, outdoor showers, railings, mailboxes and lamp posts
  • Utilized strong attention to detail through fence maintenance and repair services
  • Demonstrated strong customer service to all customers/clients
  • Required exceptional teamwork and cooperation when installing fences and pergolas
  • Utilized leadership, communication, planning, critical thinking and problem solving on multiple extensive projects

Saint Anselm College Football

Saint Anselm College
08.2016 - 05.2020
  • Maintained drive and determination to obtain personal and team objectives and goals.
  • Participated in play design and successfully executed strategic plans tailored to specific opponents.
  • Followed strict training regimen, following individual coach and doctor recommendations to maintain career longevity.
  • Achieved lifelong aspiration through proven work ethic, dedication and visualization.
  • Valuable leadership skills, teamwork, time management, communication skills, commitment and hard work.

Talent Agent

Recruiterboom
01.2020 - 05.2020

• Results driven talent acquisition in a fast paced, competitive environment
• Understand market demands, source and identify best in class talent

• Build relationships and partner with growing staffing agency
• Market services to potential corporate clients in greater Boston areas
• Source, message, call and interview prospective candidates and clients
• Post job orders to various databases, social media, websites, etc.
• Collaborate with Executive leadership
• Update company social media pages
• Provide new ideas/strategies and creative perspectives on sourcing new candidates and clients

Cashier & Delivery Driver

Pizza Market
01.2020 - 04.2020
  • Responsible for taking orders over the phone or in person and handling cash or credit
  • Demonstrated strong multi-tasking, time management
  • Provided the best customer service

Assistant to the Director of Finance

Town Of Coventry, RI
12.2019 - 01.2020

• Helped manage the town ICS and CDARS accounts
• Developed budgeting expenses and revenues for the fiscal year 20-21, to include but not limited to, estimating future year budgets for the town insurance, land trust fees, and real estate taxes
• Assisted correction to accounting issues regarding income recognition within the wastewater revenue bonds
• Created adjusting journal entries for those accounts
• Created highly descriptive visuals for budget actual for the town council
• Calculated the new fee charges imposed by the town's financial advisors
• Data entry for the police and municipal pension programs with Fidelity

Investor Service Representative

Putnam Investments
12.2018 - 05.2019

• Assist Clients with managing their mutual fund accounts including Individual accounts, IRA and Roth IRAs, 529 plans, JTWROS, and many others
• Multi-tasking and critical thinking skills to solve issues and provide clients with outstanding customer service excellence
• Included a 4-week training course that taught about the laws, regulations, and functions of mutual funds, Individual investment accounts, IRAs, Roth IRAs, IRA rollovers, 529 plans, JTWROS, trusts, and many others

Club Lacrosse Coach

Cape Cod Lacrosse
05.2016 - 09.2016
  • Assisted head coach with drills, plays, and game plans
  • Served as a role model and leader for youth lacrosse athletes
  • Supported the continued skill development, teaching and understanding of the defensive positions and plays

Education

Bachelor of Arts - Business & Finance

Saint Anselm College
Manchester, NH
05.2020

Skills

  • Increasing Savings
  • Business Development
  • Equity and Debt
  • Stock Market Understanding
  • Making Insurance Decisions
  • Industry Research
  • Managing Wealth
  • Financial Knowledge
  • Retirement Needs
  • Quantitative Analysis
  • Prospective Client Engagement
  • Customer Referrals

Affiliations

  • BNI
  • Peabody Rotary
  • North Shore Chamber of Commerce

Certification

  • Licensed Series 6, 63, & 65
  • Insurance licensed Life, Disability, and Long Term Care

Timeline

Bartender

PKL
09.2022 - Current

Bouncer & Food Runner

Capo Restaurant & Supper Club
08.2021 - 08.2022

Financial Coach

TrueView Financial
04.2020 - Current

Talent Agent

Recruiterboom
01.2020 - 05.2020

Cashier & Delivery Driver

Pizza Market
01.2020 - 04.2020

Assistant to the Director of Finance

Town Of Coventry, RI
12.2019 - 01.2020

Investor Service Representative

Putnam Investments
12.2018 - 05.2019

Foreman

Walpole Outdoors
05.2017 - 06.2020

Saint Anselm College Football

Saint Anselm College
08.2016 - 05.2020

Club Lacrosse Coach

Cape Cod Lacrosse
05.2016 - 09.2016

Bachelor of Arts - Business & Finance

Saint Anselm College