Micheal Moise
Phoenix,AZ
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Overnight Stocker
Walmart
11.2022 - Current
- Used dollies and pallet jacks to unload and organize merchandise from delivery trucks.
- Received, sorted and processed incoming stock and materials to prepare the stock for storage or shipment.
- Inspected floor displays, noted missing items, and immediately replenished merchandise.
- Scanned shelves and product cases to locate expired, outdated, and spoiled items.
Self Employed
Create: UR Wealth LLC
01.2015 - Current
- Developed an effective stockbroker training program.
- Partnered with various broker dealers and taught the Series 7, 63, and 66 using a combination of text material, real life experiences, and motivation.
- Real estate investing.
- Trading and investing in stock markets.
Service Advisor
Courtesy Chevrolet
07.2019 - 03.2020
- Greeting customers.
- Help customer's care for and maintain their vehicles.
- Setting up loaner cars and verifying insurance before maintenance.
- Communicate customer needs to service technicians.
- Maintaining high CSI level.
Service Advisor
Henry Brown Chrysler/Chevrolet
03.2016 - 06.2019
- Act as liaison between customers and service staff.
- Informing customers about potential cost savings and warranty protections.
- Overseeing and managing the service center's scheduling and workflow.
- Examined service history and provided initial inspection of vehicle to identify issues.
Licensed Stock Broker
National Securities
05.2007 - 04.2014
- Prospected high net worth individuals.
- Analyzed financial information obtained from clients to determine strategies for meeting their financial objectives.
- Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for revision.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
Education
Bachelor's degree in Business Management -
City College of New York
New York, NYSkills
- Communication skills
- Problem management
- Management
- Investment
- Direct sales
- Teaching, training & development
- Recruiting
- Analysis skills
- Banking
- Financial Services
- Dealership experience
- Financial planning
- Leadership
- Relationship Management
- Automotive service
Certification
- FINRA Series 7, 01/01/98 to 04/01/14
- Series 63, 01/01/98 to 04/01/14
- Series 24, 01/01/98 to 04/01/14
Assessments
- Attention to detail, Expert, 05/01/22, Identifying differences in materials, following instructions, and detecting details among distracting information
- Work style: Reliability, Familiar, 05/01/22, Tendency to be reliable, dependable, and act with integrity at work
Publications
The Basics of the Stock Market...Learn Before You Earn!, https://www.amazon.com/dp/B091G3FC5Q, 03/01/21, This book is a concise description of the stock market. It teaches you what the stock market is about and also explains some terminology. It is easy to read and understand. It shows you how to start investing and some recommendations for that initial investment. It also mentions the GameStop and Reddit controversy and explains what happened. It is not a comprehensive study guide about the stock market and its various investment tools. But, instead, an easy to read reference guide that can be used to understand financial markets news and how to begin investing either on your own or with the help of a financial professional. Read it and enjoy it.
Timeline
Overnight Stocker
Walmart
11.2022 - Current
Service Advisor
Courtesy Chevrolet
07.2019 - 03.2020
Service Advisor
Henry Brown Chrysler/Chevrolet
03.2016 - 06.2019
Self Employed
Create: UR Wealth LLC
01.2015 - Current
Licensed Stock Broker
National Securities
05.2007 - 04.2014
Bachelor's degree in Business Management -
City College of New York