Nicholas Sennott
Pittsburgh,PA
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Northwestern Mutual Wealth Management
02.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve their long-term financial goals, resulting in increased client satisfaction.
- Monitored and updated financial plans to comply with client goals.
- Utilized referral based and cold call strategies to obtain new cliental and grow book of business.
- Made 40+ daily outbound calls to both referrals and cold contacts.
Regional Manager
Pancoast Staffing Services, Inc.
08.2020 - 02.2024
- Conducted thorough candidate pre-screenings, ensuring only the most qualified applicants were presented to hiring managers for consideration.
- Sourced top-quality candidates through various channels including job boards, social media, and networking events.
- Led recruitment marketing campaigns targeting passive candidates in niche markets using tailored messaging and content strategies.
- Oversaw the development of job descriptions aligned with organizational objectives and ensured they accurately represented role requirements.
- Streamlined recruitment processes by implementing an applicant tracking system, resulting in improved efficiency and reduced time-to-hire.
Procurement Operations Specialist
SAP Ariba
10.2018 - 08.2020
- Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
- Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
- Successfully managed multiple projects simultaneously while adhering to deadlines and budget constraints.
- Collected, arranged, and input information into database system.
- Utilized advanced analytical skills in order to resolve complex operational issues effectively.
Education
Bachelor of Science - Communication
Slippery Rock University of Pennsylvania
Slippery Rock, PA07-2017
Skills
- Financial planning
- Relationship building and management
- Analytical thinking
- Sales expertise
- Retirement planning
- Investment portfolio management
- Mutual funds
- Insurance planning
Licenses
Securities Industry Essentials (SIE)
Series 6
Series 63
Timeline
Financial Advisor
Northwestern Mutual Wealth Management
02.2024 - Current
Regional Manager
Pancoast Staffing Services, Inc.
08.2020 - 02.2024
Procurement Operations Specialist
SAP Ariba
10.2018 - 08.2020
Bachelor of Science - Communication
Slippery Rock University of Pennsylvania
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