Peter Brendel
Brooklyn,NY
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Junior Financial Planner
Brewster Financial Planning LLC
Brooklyn, NY
02.2018 - Current
- Collaborated with financial team to define and modify best practices, document procedures and address business objectives.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Investigated available investment opportunities to determine compatibility with client financial plans.
Account Representative
VStockTransfer
Woodmere, NY
03.2017 - 01.2018
- Maintained good rapport with customers and internal departments by proactively handling complex customer issues.
- Identified customer needs by asking questions and advising on best solutions.
- Produced sales documents, finalized deals and filed records.
- Maintained accurate and complete records on past due accounts and collection actions.
ALM (Asset Liability Management) Intern
First Empire Securities
Hauppauge, NY
09.2016 - 01.2017
- Supported various program activities, assisting with administrative tasks.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Education
Bachelor of Science - Financial Planning
SUNY College of Technology At Alfred
Alfred, NY05.2017
Associate of Applied Science - Accounting
SUNY College of Technology At Alfred
Alfred, NY05.2015
Skills
- Verbal and Written Communication
- Salesforce
- Account Performance Reviews
- Quick Books
- Effective Time Management
- Book Keeping
- H&R Block Tax Soft War
- Contact Manager
- Advisor Compass
- MS Office (Excel, Word, PowerPoint)
- Keyboarding
- Budget Development
- Money Guide Pro
- Tamarack Software
- Financial Statements
- Financial records management
- Financial law
- Financial statement review
- Financial leadership ability
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Junior Financial Planner
Brewster Financial Planning LLC
02.2018 - Current
Account Representative
VStockTransfer
03.2017 - 01.2018
ALM (Asset Liability Management) Intern
First Empire Securities
09.2016 - 01.2017
Bachelor of Science - Financial Planning
SUNY College of Technology At Alfred
Associate of Applied Science - Accounting
SUNY College of Technology At Alfred
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