Onald Isidore
Cumberland,RI
Summary
Hands-on, client-oriented banking professional implements creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.
Overview
10
10
years of professional experience
Work History
Financial Services Representative
New York Life Insurance Co
Boston, MA
11.2022 - Current
- Developed and implemented strategies for financial planning, investments, and retirement.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Provided guidance on investment decisions to ensure maximum returns.
- Analyzed financial data to identify opportunities for increasing profitability.
Assembly Team Leader
New Covenant Community Church
Boston, MA
11.2017 - 06.2023
- Organized and implemented a shift changeover procedure for the assembly team to ensure efficient workflow.
- Conducted regular performance reviews of all staff members in order to identify areas for improvement and provide feedback.
- Developed and managed an effective training program for new hires, providing guidance on proper assembly techniques.
- Maintained accurate records of materials used, labor hours worked, and other related data.
- Monitored daily production output, making adjustments as necessary to meet customer demands.
- Provided leadership and direction to the assembly team by setting clear expectations and goals.
Uber Partner
Boston Scientific
Boston, MA
05.2014 - 10.2022
- Greeted passengers and provided a safe and comfortable ride to their destination.
- Organized vehicle maintenance and ensured it was up to date with all required certifications.
- Utilized GPS navigation systems to ensure timely arrival at destinations.
- Monitored traffic conditions in order to plan the most efficient route for each passenger.
Loss Prevention Detective
TJX Companies
Framingham, MA
06.2015 - 07.2018
- Worked closely with vendors and suppliers regarding product recalls or returns that may involve fraudulent activity.
- Conducted surveillance of merchandise and customers to detect suspicious activity.
- Monitored store entrances and exits for potential security threats.
- Analyzed data from security systems such as CCTV cameras to identify patterns in criminal activity.
Education
Financial Planning
New York Life University
New York, NY08-2022
Associate of Arts - Music Education
Miami Dade College
Miami, FL05-2007
Skills
- Investment Strategies
- Advising On Investments
- Strength In Financial Planning
- Identifying Investment Objectives
- Teamwork And Collaboration
- Sanitation And Safety
- Construction Management
- Collaborative Team Player
- Work Site Preparation
- Safety-Focused
- Maintenance Planning
- Developing Financial Plans
- Strategic Financial Planning
- Financial Budgeting Development
Accomplishments
- Agent of the year
- Employee of the month
- Employee of the quater
- Recognition Letter from Security company
Timeline
Financial Services Representative
New York Life Insurance Co
11.2022 - Current
Assembly Team Leader
New Covenant Community Church
11.2017 - 06.2023
Loss Prevention Detective
TJX Companies
06.2015 - 07.2018
Uber Partner
Boston Scientific
05.2014 - 10.2022
Financial Planning
New York Life University
Associate of Arts - Music Education
Miami Dade College
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