Nolen Shiwbaran
Ocala,FL
Summary
Enthusiastic Paraplanner with success managing client relationships and analyzing financial information. Willing to work hard, learn quickly, and take on any challenge to advance.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Paraplanner
Parady Financial Group
The Villages, Florida
02.2025 - Current
- Met with clients to discuss their financial objectives and develop appropriate action plans.
- Drafted financial plans for clients based on their individual needs and goals.
- Reviewed client files to ensure compliance with regulatory standards and policies.
- Coordinated communication between clients and financial advisors for seamless service.
- Organized client meetings, ensuring all materials were ready and accessible.
- Collaborated with team members to enhance workflow efficiency in office operations.
Real Estate Agent
Next Home Realty
Ocala, Florida
07.2025 - Current
- Facilitated property viewings for clients, showcasing features and benefits.
- Negotiated purchase agreements to ensure favorable terms for clients.
- Guided clients through the entire buying or selling process with expertise.
Lead Machine Operator
American Panel
Ocala, Florida
01.2024 - 02.2025
- Operated heavy machinery for various construction projects.
- Collaborated with team members to coordinate workflow and task assignments.
- Maintained equipment logs and records for operational compliance.
- Assisted in training new operators on equipment usage and safety protocols.
- Communicated effectively with supervisors regarding project progress and challenges.
Construction Worker
Housing Finance Authority
Ocala, Florida
03.2019 - 04.2023
- Conducted site inspections to identify hazards, ensuring safety compliance and risk mitigation.
- Operated power tools, executing precise construction tasks to enhance project quality.
- Maintained clean, safe working environment by removing debris from job site prior to shift completion.
- Prepared concrete mixtures and mortar, contributing to efficient material readiness for construction projects.
Construction Worker
Andres Home Improvement
Ocala, Florida
08.2018 - 04.2019
- Installed structures and fixtures according to blueprints and specifications.
- Operated heavy machinery to assist in construction tasks.
- Collaborated with team members to complete project tasks efficiently.
Education
Associate of Business Administration - Business Administration And Management
College of Central Florida
Ocala, FL05-2022
Skills
- Financial planning
- Financial analysis
- Client portfolio management
- Financial report drafting
- Financial documentation
- Regulatory compliance
- Client communication
- Team collaboration
- Problem solving
Certification
- Real Estate License
Accomplishments
- Business Ventures and Specialist Certification
Affiliations
- Volunteer at HFA
Timeline
Real Estate Agent
Next Home Realty
07.2025 - Current
Paraplanner
Parady Financial Group
02.2025 - Current
Lead Machine Operator
American Panel
01.2024 - 02.2025
Construction Worker
Housing Finance Authority
03.2019 - 04.2023
Construction Worker
Andres Home Improvement
08.2018 - 04.2019
Associate of Business Administration - Business Administration And Management
College of Central Florida