Raul Morales
Braintree,MA
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Representative
National Financial Network
Boston , MA
10.2020 - Current
- Identified and evaluated customer needs for financial products and services.
- Developed strategies to increase sales of financial products and services.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Assisted clients in understanding complex investment concepts and terminology.
- Conducted risk assessments for customers based on their individual circumstances.
- Advised clients on how best to diversify their investments while minimizing risks associated with them.
- Created presentations for prospective clients outlining different types of financial services offered by the company.
Financial Associate
Merrimack College Financial Capabilities Center
North Andover, MA
09.2019 - 01.2020
- Reviewed financial information to identify areas of improvement for different types of expenses.
- Provided one-on-one counseling to families regarding financial literacy.
- Conducted workshops for groups on budgeting strategies
Education
Bachelor of Science - Corporate Finance And Investments
Merrimack College
North Andover, MA05-2020
Skills
- Financial reviews
- Project Management
- Cash Flow analysis
- Relationship Building
- Process Improvement
- Collaboration
- Adaptability in high pace environment
Accomplishments
- Diamond Client Builder Award
Certification
- Insurance Licensed since 2020
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Financial Representative
National Financial Network
10.2020 - Current
Financial Associate
Merrimack College Financial Capabilities Center
09.2019 - 01.2020
- Insurance Licensed since 2020
Bachelor of Science - Corporate Finance And Investments
Merrimack College
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