Owen Paolicelli
Frederick,MD
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
4
4
years of professional experience
Work History
Food Service Worker
Jojo's Restaurant & Tap House
09.2023 - Current
- Enhanced customer satisfaction by maintaining a clean and organized dining area.
- Collaborated with kitchen staff to ensure timely and accurate order fulfillment.
- Maintained safety standards by properly handling food and adhering to sanitation guidelines.
- Delivered exceptional service by promptly addressing customer concerns and special requests.
- Supported team members during peak hours, ensuring smooth operations and minimal wait times for customers.
Job Foreman
Chesapeake Bay Boat Detailing
05.2021 - Current
- Ensured timely completion of projects by closely monitoring progress and addressing potential bottlenecks.
- Maximized resource utilization by identifying areas for cost reduction and recommending more efficient processes.
- Developed comprehensive training programs for new hires, expediting their integration into the team and improving overall skill sets.
Volunteer/Assistant Coach
Watermen Lacrosse Club
05.2020 - Current
- Enhanced team performance by developing and implementing effective training programs tailored to individual athlete needs.
- Assisted head coach in evaluating player performance, identifying areas for improvement, and providing constructive feedback to ensure continuous growth.
- Mentored athletes on sportsmanship, leadership skills, and maintaining a strong work ethic both on and off the field.
- Promoted positive behavior among student-athletes as a role model consistently demonstrating good sportsmanship principles.
Financial Advisor Intern
Waterford Wealth Management
08.2023 - 12.2023
- Improved client satisfaction by providing personalized financial advice and recommendations.
- Assisted in portfolio management for optimal investment performance and risk mitigation.
- Conducted comprehensive financial analysis to identify potential growth opportunities for clients.
- Developed strong relationships with clients, fostering trust and open communication in managing their financial needs.
Education
Bachelor of Arts - Business Administration
Hood College
Frederick05.2024
Skills
- Client Relations
- Investment planning
- Effective Communication
- Teamwork and Collaboration
- Skill Development
- Team motivation
- Stock market understanding
- Relationship building and management
Accomplishments
- Hood College White Blazer Award Nominee 2023-2024
Additional Information
Created a modernized Marketing Plan for Chesapeake Bay Boat Detailing.
Timeline
Food Service Worker
Jojo's Restaurant & Tap House
09.2023 - Current
Financial Advisor Intern
Waterford Wealth Management
08.2023 - 12.2023
Job Foreman
Chesapeake Bay Boat Detailing
05.2021 - Current
Volunteer/Assistant Coach
Watermen Lacrosse Club
05.2020 - Current
Bachelor of Arts - Business Administration
Hood College
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