Quintin Wallace
Indianapolis,IN
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
04.2023 - Current
- Had small practice of 5 clients in varying compacities such as insurance, and investments.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Streamlined financial processes for improved efficiency and accuracy in portfolio management.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Built strong relationships with clients through transparent communication and trust-building activities.
Package Handler
FedEx
09.2021 - 04.2023
- Used hand-held scanners and physical logs to accurately track item movements.
- Collaborated with other package handlers to provide prompt and accurate delivery of orders.
- Maintained accurate records of incoming and outgoing packages and shipments for future reference.
- Moved 400-1000 packages a day
Education
Bachelor of Science - Finance
Indiana State University
Terre Haute, IN05.2024
Skills
- Client Servicing
- Financial Reviews
- Relationship Building
- Problem Solving
- Teamwork Abilities
- Client Relations
- Insurance Knowledge
- Critical Thinking
Certification
Indiana Life and Health
SIE
Timeline
Financial Representative
Northwestern Mutual
04.2023 - Current
Package Handler
FedEx
09.2021 - 04.2023
Bachelor of Science - Finance
Indiana State University
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