Summary
Overview
Work History
Education
Skills
Timeline
Generic

No Name Given Lalita

Financial Advisor
Seattle,WA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience
4
4
years of post-secondary education

Work History

Security Officer

Allied Universal Security Services
Seattle, WA
01.2019 - Current
  • Gathered information, identified and implemented resolution, planned follow-up and logged and filed incident report to successfully manage complaints.
  • Oversaw daily monitoring and patrolled buildings, grounds and work sites.
  • Screened individuals and prevented passage of prohibited articles into restricted areas.
  • Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
  • Wrote detailed reports on property damage, theft, presence of unauthorized persons and unusual incidences.
  • Checked and verified photo identification prior to granting facility access.

Financial Advisor

WFG
Seattle, WA
06.2018 - 04.2022
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Performed due diligence and valuation processes.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Delivered strategic investment advice for individual and corporate clients.
  • Guided clients through compiling important financial histories and documentation for evaluation.

Education

Master of Arts - Arts

LLRM. DAV
INDIA
02.2011 - 08.2014

Associate in Engineering Technology - Engineering Technology

Bellevue College
Bellevue, WA
01.2019 - 12.2019

Skills

Risk analysis training

File and records management

Superior customer service

Security Guard License

Conflict resolution techniques

Staff Management

Emergency Response

Timeline

Security Officer

Allied Universal Security Services
01.2019 - Current

Associate in Engineering Technology - Engineering Technology

Bellevue College
01.2019 - 12.2019

Financial Advisor

WFG
06.2018 - 04.2022

Master of Arts - Arts

LLRM. DAV
02.2011 - 08.2014
No Name Given LalitaFinancial Advisor