Robert DiNota

Thornwood,NY

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

year of professional experience

Certification

Work History

Paraplanner

Ameriprise Financial

Valhalla, NY

01.2023 - Current

Put together models of financial data for staff and customer use.
Created customized retirement income projections based on current assets, liabilities, and future cash flow projections.
Assisted in the development of comprehensive financial planning models for clients.
Performed research into complex financial topics.

Education

Finance

Sacred Heart University

Fairfield, CT

07-2022

Skills

Upselling Strategies
Research and Analysis
Customer Relations

Cash Flow Management
Strategic Thinking

Affiliations

Played Division 1 football at Sacred Heart University
Played Division 1 Lacrosse at Sacred Heart University

Accomplishments

Captain of the football team at Sacred Heart University 2022
1st Team All Conference 2022
2022 Strength & Conditioning Male Athlete of the Year
Started Career as a walk on