Ne'Quan Barner
IRA Specialist
Buffalo,NY
Summary
Dedicated [Industry] professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
2
2
years of professional experience
Work History
IRA Specialist
People Inc Home Health
Buffalo, NY
02.2021 - Current
- Guided clients through compiling important financial histories and documentation for evaluation.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Kept client financial plans optimized for current market trends and economic conditions.
Teacher's Assistant
Hamlin Park School
Buffalo, NY
11.2019 - 04.2020
- Kept classrooms clean, neat and properly sanitized for student health and classroom efficiency.
- Handed out classroom materials, like pencils, paper and crayons.
- Worked with lead teacher to monitor class schedule and take attendance.
- Oversaw students in classroom and common areas to monitor, enforce rules and support lead teacher.
Education
No Degree - Psychology
Medaille College
Buffalo, NYSkills
- Recreational Activities
- Financial Plan Development
- Portfolio Management
- Financial Document Summaries
- Supporting Daily Living Needs
- Sanitizing Surfaces
Timeline
IRA Specialist
People Inc Home Health
02.2021 - Current
Teacher's Assistant
Hamlin Park School
11.2019 - 04.2020
No Degree - Psychology
Medaille College
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