Nicholas Judd
Consultant
Lowell,MA
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
16
16
years of professional experience
1
1
year of post-secondary education
3
3
Certifications
1
1
Language
Work History
Cannabis Consultant
Reverie 73 Lowell
03.2024 - Current
- Help with the day to day operations of the sales floor and inventory / vault management whenever needed
- Provided superior customer service whenever needed, ensuring that the store runs smoothly on a daily basis.
Consultant
Theory Wellness
12.2023 - 02.2024
- Working to open new store
- Help to manage day to day affairs for opening a new store.
Real Estate Renovation and Sale
05.2023 - 11.2023
- Worked to increase real-estate value of a property and was able to turn a profit of +80% total home value on the deal.
Assistant Manager
TCC Pepperell
02.2023 - 05.2023
- Helped open this new location smoothly
- Functioned as the opening manager, oversaw the day to day operations of the sales floor as well as inventory / vault management whenever needed
- Daily tasks included: Opening or closing reports along with using Microsoft TEAMs to keep the executive team in the loop;
- Provided superior customer service whenever needed, and ensuring that the store ran smoothly on a daily basis.
Paraplanner
Ameriprise Financial
11.2022 - 01.2023
- Assisting with preparing financial analyses and financial plans for clients
- Provided support for processing existing client needs
- Making client contact and verify client data for planning purposes when needed
- Assisting with creating and implementing of workflows and procedures to improve efficiency.
High Opportunity Financial Representative Lead
Fidelity Investments
08.2016 - 11.2022
- Lead A team to provided a higher quality of customer service on a daily basis for Fidelity customers with greater business potential
- Explored additional customer opportunities and offered additional financial services to fidelity customers (Generated Leads)
- Traded equities, options (levels 1&2), CDs, Mutual Funds and helped with money movement.
- Provide a wide range of financial services based on individual client needs
- Create and implement personalized financial plans for individuals and businesses
- Annually meet and update financial plans with clients
- Care for the routine financial needs for clients
- Connect clients with professional networks to achieve their goals
Financial Representative
Fidelity Investments
11.2015 - 08.2016
- Provided quality customer service to fidelity customers on a daily basis
- Traded Mutual funds and handled Money Movement needs for Fidelity customers
Student Technical Support
Seton Hall University
09.2014 - 05.2015
- Performed Routine website maintenance, updates University calendars and website content.
Advisor and Delegate
United Nations
09.2014 - 12.2014
- From Malta
- Permanent Mission, to the United Nations
- Attended committees including: General Assembly, ECOSOC, 5th, 4th, 1st committees, sustainable ecotourism committee, Committee on the Safe/free Usage of Outer-Space, EU Strategy Meetings, and
- Ebola panel, and others UN Assembly meetings
- My responsibilities included: attending the above mentioned meetings and taking detailed notes for immediate superiors and making myself available for consultation on the contents of the committees
- Online advertising content writer and a search engine marketing agent
Financial Advisor/Registered Representative
New York Life
01.2008 - 03.2014
- Worked for the nation's leading provider of search-driven generation solutions for local businesses
- Served as an online advertising content writer and a search engine marketing agent in charge of hundreds of various advertising campaigns
- Created original content and advertising strategies for multiple categories
- Drove valid leads and convert them into relevant phone calls for local businesses.
Search Initiatives
06.2008 - 01.2012
Education
Bachelor of Science - Diplomacy and International Relations, French, Economics
Seton Hall University (SHU)
South Orange, NJMaster of Science - Colored Stone Gemology
GIA
Carlsbad, CA 05.2023 - Current
Skills
Organizational skillsundefined
Certification
Series 7 Brokerage License
Timeline
Cannabis Consultant
Reverie 73 Lowell
03.2024 - Current
Consultant
Theory Wellness
12.2023 - 02.2024
Master of Science - Colored Stone Gemology
GIA
05.2023 - Current
Real Estate Renovation and Sale
05.2023 - 11.2023
Responsible Vendor Training
03-2023
Assistant Manager
TCC Pepperell
02.2023 - 05.2023
Paraplanner
Ameriprise Financial
11.2022 - 01.2023
High Opportunity Financial Representative Lead
Fidelity Investments
08.2016 - 11.2022
Financial Representative
Fidelity Investments
11.2015 - 08.2016
Series 63 Brokerage License
07-2015
Series 7 Brokerage License
06-2015
Student Technical Support
Seton Hall University
09.2014 - 05.2015
Advisor and Delegate
United Nations
09.2014 - 12.2014
Search Initiatives
06.2008 - 01.2012
Financial Advisor/Registered Representative
New York Life
01.2008 - 03.2014
Bachelor of Science - Diplomacy and International Relations, French, Economics
Seton Hall University (SHU)
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