Michele Gallant
Card Dealer
Beverly Hills,CA
Summary
Experienced with financial planning, investment strategies, and client relations. Utilizes analytical skills and strategic thinking to provide tailored financial solutions. Strong understanding of market trends and risk management.
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
8
8
years of professional experience
Work History
Financial Consultant
Self Employed Web
05.2017 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
Customer Service Shopper
Wholefoods Market
02.2019 - 02.2021
- Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
- Placed completed orders in labeled, temperature-appropriate storage pending customer pick up.
- Reviewed customer orders closely to locate desired items and checked app regularly to identify changes.
- Demonstrated speed and accuracy in order item selection.
- Selected best-quality perishable items such as meat and produce.
- Worked productively with customers to meet order requirements and service expectations.
Education
Bachelor Of Arts - Liberal Arts And Sciences
Harvard Extension School
Cambridge, MA06.2014
Skills
- Technical analysis
- Mutual funds
- Trend analysis
- Capital raising
Timeline
Customer Service Shopper
Wholefoods Market
02.2019 - 02.2021
Financial Consultant
Self Employed Web
05.2017 - Current
Bachelor Of Arts - Liberal Arts And Sciences
Harvard Extension School
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