NATHANIEL J. SEPE
Fombell,PA
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Internal Regional Consultant
Federated Hermes, Inc
02.2018 - Current
- Build and maintain client relationships within assigned territory (Chicagoland)
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Review advisor models to find areas of opportunity to work together
- Assure current clients are up to date on product updates and changes
- Gathered, organized and input information into digital database.
- Prospect new advisors to form relationships with Federated Hermes
- Attended conferences regularly to increase brand visibility.
- Contacted new and existing customers to discuss ways to meet needs through specific products and services.
Budget Analyst
Allegheny County Housing Authority
05.2017 - 02.2018
- Reconciled and reviewed purchase orders to process for payment
- Prepared monthly journal entries into general ledger and posted them into accounting software
- Analyzed income statement and balance sheet accounts for potential misstatements
- Assisted with bi-weekly payroll cycle processing
Bond Analyst Intern
Cline Financial Group
09.2016 - 03.2017
- Researched credit ratings of various municipal bonds to forecast potential investment
- Analyzed financial statements of various municipal bond issuers to determine potential investment
- Prepared financial and regulatory reports required by laws, regulations, and owner
- Investigated original bond issue documents relevancy to trader’s bids
Education
Bachelor of Science - Accounting
Duquesne University
Pittsburgh, PA05.2017
Skills
- Customer Relations
- Salesforce
- Prospecting Clients
- Industry Research
- Recommend Financial Products
- Sales Expertise
Certification
- Series 7 & 66 License
- Pursuing CFP Designation through The American College (HS300, HS311, and HS321 Completed)
Timeline
Senior Internal Regional Consultant
Federated Hermes, Inc
02.2018 - Current
Budget Analyst
Allegheny County Housing Authority
05.2017 - 02.2018
Bond Analyst Intern
Cline Financial Group
09.2016 - 03.2017
Bachelor of Science - Accounting
Duquesne University
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