Samantha Dohman
Long Island,NY
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at maximizing opportunities and quickly mastering new skills. Looking to grow as an advisor with expertise in financial management and client counseling. Evaluates client assets, risk tolerance, and time horizon to advise on strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch
New Hyde Park, NY
12.2022 - Current
- Utilized goal based asset allocation to design financial plans for clients to help them build wealth and achieve financial goals through changing market conditions.
- Had a dual role that allowed me to assist clients with both banking and investment products.
- Prioritized advice giving and proactive outbound calling in order to grow and manage a large book of business of high networth clients and first time investors.
- Coached teams of bankers on how to have effective and impactful conversations with clients demonstrating the value of sitting with a financial advisor to generate client meetings.
Sales and Marketing Specialist
Inventory Professionals
Monroe, NY
01.2018 - 12.2022
- Created marketing campaigns to promote company services and products through various media outlets.
- Worked with a niche target market most responsive to emails, direct mail marketing, and telephonic outreach
Server
Woodloch Pines Resort
Hawley, PA
06.2021 - 10.2022
- Actively used and developed customer service and sales skills.
- Provided service at upscale events and built a lasting network of affluent individuals.
- Consistently set departmental sales records and introduced new ideas to increase efficiency.
Education
Business Administration
Monmouth University
West Long Branch, NJ05.2022
Certification
- Series 7
- Series 66
Volunteer Experience/Leadership
- Served two consecutive years as the philanthropy chair of the Delta Phi chapter of Phi Sigma Sigma.
- Organized countless fundraising events which raised thousands of dollars for School and College Readiness, the official philanthropy of Phi Sigma Sigma focused on providing educational opportunities to underprivileged families.
- Other causes impacted include The Dysautonomia Foundation, India’s School for Disabled Women, The Monmouth County ASPCA, and Susan G. Komen’s Walk For The Cure.
Timeline
Financial Solutions Advisor
Merrill Lynch
12.2022 - Current
Server
Woodloch Pines Resort
06.2021 - 10.2022
Sales and Marketing Specialist
Inventory Professionals
01.2018 - 12.2022
Business Administration
Monmouth University
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