Nicholas Donnelly
Nesconset,NY
Summary
Intelligent Registered Representative with progressive experience in the financial services industry. Excellent communication and relationship building skills to develop rapport and trust with clients. Self-motivated and thriving in settings with little supervision or direction.
Overview
11
11
years of professional experience
Work History
Registered Representative
New York Life & NYLIFE Securities
Melville, NY
12.2024 - Current
- Passed and hold my Series 6 & Series 63 licenses
- Supported clients in developing personalized financial plans, insurance solutions, and investment strategies to achieve their financial goals
- 2025 Executive Council Agent
Corporate Trainer
Prodigy Acqusitions/First Gen Marketing
Melville, NY
11.2023 - 06.2024
- Specialized in direct marketing campaigns as well as brand management, product launches and customer acquisitions for Fortune 500 Clients
- Cross trained individuals into management roles while leading a small team
- Learned to run the day-to-day operations while focusing on leadership skills and the psychology of a business owner
Mosquito Control Technician
Mosquito Man
Port Jefferson Station, NY
05.2021 - 08.2023
- Over 1,000 customers in the first 5 years
- Over 100 sprays weekly
- Grew the company by communicating with customers about their specific needs and setting service appointments
- Built lasting relationships through customer follow-ups and enhancing overall experience
- Followed company protocols in applying licensed pesticides to ensure compliance and safety
Tile Setter Helper
Manny Sammartino
Long Beach, NY
06.2020 - 08.2021
- Laid over 1,000 tile weekly (above industry average) with only the contractor
- Collaborated closely with the contractor to measure, cut, and grout tile to streamline processes
- Required a high attention to detail, precision, and creativity to create and set visually appealing tile patterns
- Assessed quality control errors using effective client communication to make substrate adjustments to assure proper layout and alignment
Barback
Anthony’s Coal Fired Pizza
Bohemia, NY
06.2018 - 07.2020
- Set and cleared tables, maintained cleanliness of the restaurant, and supported waitstaff to enhance service efficiency
- Developed multitasking skills in a high-pressure environment, improving my time management
- Became one of the most profitable locations during the pandemic as others were closing down
Cashier
Uncle Giuseppe’s Marketplace
Port Jefferson Station, NY
05.2016 - 07.2018
- Handled day to day transactions on POS system
- Developed time management and up-selling skills during busy shifts and promotions
- Contributed to operations in all areas such as Bakery, Deli, Pizzeria, and Catering
Volunteer
Relay For Life of Port Jefferson Station
Port Jefferson Station, NY
05.2015 - 06.2017
- Collaborated with volunteers to implementing team activities and lap walking, raising approximately $200,000 for the American Cancer Society
- Managed event setup, cleanup, and miscellaneous errands throughout the day
Education
Bachelor of Science - Integrated Business
University of Central Florida
Orlando, FL05-2023
Some College (No Degree) - Finance
Belmont Abbey College
Belmont, NCHigh School Diploma -
Comsewogue High School
Port Jefferson Station, NY06-2018
Skills
- Financial Planning
- Investment Strategies
- Insurance Solutions
- Customer Relationship Management
- Team Management
- Project Management
- New Hire Training
- Conducting Interviews
- Hiring & Firing Process
- Leadership & Collaboration Mindset
- Adaptable & Creative
- High attention to detail
- Proficient in Microsoft Excel, Word, & PowerPoint and Google Sheets, Docs, Slides, & GANTT Software
Timeline
Registered Representative
New York Life & NYLIFE Securities
12.2024 - Current
Corporate Trainer
Prodigy Acqusitions/First Gen Marketing
11.2023 - 06.2024
Mosquito Control Technician
Mosquito Man
05.2021 - 08.2023
Tile Setter Helper
Manny Sammartino
06.2020 - 08.2021
Barback
Anthony’s Coal Fired Pizza
06.2018 - 07.2020
Cashier
Uncle Giuseppe’s Marketplace
05.2016 - 07.2018
Volunteer
Relay For Life of Port Jefferson Station
05.2015 - 06.2017
High School Diploma -
Comsewogue High School
Bachelor of Science - Integrated Business
University of Central Florida
Some College (No Degree) - Finance
Belmont Abbey College