Obadiah Gonzales
San Antonio,TX
Summary
I am self-motivated with a strong work ethic and determination to complete tasks in a timely manner. I provide exceptional professionalism and problem-solving resolutions. I work well with others and I'm always willing to take on new challenges.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Strategist
World Financial Group Wfg
10.2023 - 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.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Associate Partner (L1)
Amazon
10.2022 - 04.2024
- Receive and stock over 200 pallets a day of incoming inventory
- Use scanners to read bar codes on products received
- Validate quantity received against purchase orders
- Ensure that every product received meets quality requirements, such as validating the expiration date on consumables, inspecting the product through visible packaging or the box itself
- Process customers orders in a timely manner.
Education
Diploma -
Southwest Legacy High School
San Antonio, TX01.2022
Skills
- Microsoft Office Applications
- Business Analytics/Intelligence
- Employee Health and Safety
- Learning & Development
- Relationship building and management
- Retirement planning
- Self-Motivated and Disciplined
- Problem-Solving
Certification
State License in Life Insurance
Timeline
Financial Strategist
World Financial Group Wfg
10.2023 - Current
Associate Partner (L1)
Amazon
10.2022 - 04.2024
Diploma -
Southwest Legacy High School
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