SAMMY ELSAYED
Hoboken,New Jersey
Summary
Result-driven finance professional with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services with a large focus on relationship building and client retention.
Overview
12
12
years of professional experience
Work History
Financial Services Representative
Barnum Financial Group
09.2018 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and established relationships with clientele to improve future business opportunities.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Assisted in managing client financial portfolios to minimize risk and optimize returns.
- Assisted in preparing business plans and investment strategies.
- Developed and delivered financial presentations to drive client engagement.
Manager
The Little Grocery
01.2011 - Current
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Planned and budgeted accurately to provide business with resources needed to operate smoothly.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Assistant Manager
Skyway Golf Course Cafe
05.2017 - 02.2018
- Managed staff and kitchen, overseeing scheduling, food prep and customer service
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Demolition Contractor & Assistant Foreman
Silver Services Group Corp
05.2016 - 01.2018
- Managed and supervised groups of 3 to 12 laborers demolishing building interiors
- Gathered and disposed of worksite debris to remove safety hazards.
- Gathered waste and trash from job sites for placement in refuse containers to keep job sites clean and organized.
Brand Ambassador
Third Channel
02.2017 - 05.2017
- Placed new and existing brand products in competitive retail locations.
- Engaged, educated, and befriended customers to deliver amazing shopping experience.
- Communicated product information with confidence and educated consumers about company.
- Organized and stocked merchandise to keep necessary levels for sales demand.
Education
Bachelor of Science - Finance
Providence College
Providence, RISeton Hall Preparatory School
West Orange, NJSkills
- Sales Goals
- Information Gathering
- Hospitality and Accommodation
- Prospect Leads
- Teller Transactions
- Account Retention
- Service Sales
- Life Insurance
- Develop Proposals
- High Net Worth Individuals Marketing
- Microsoft Office
Additional Information
- CERTIFICATIONS & SKILLS , FINRA Series 7 Securities License, FINRA Series 63 Securities License, New York and New Jersey State Life, Accident, and Health Licenses
Timeline
Financial Services Representative
Barnum Financial Group
09.2018 - Current
Assistant Manager
Skyway Golf Course Cafe
05.2017 - 02.2018
Brand Ambassador
Third Channel
02.2017 - 05.2017
Demolition Contractor & Assistant Foreman
Silver Services Group Corp
05.2016 - 01.2018
Manager
The Little Grocery
01.2011 - Current
Bachelor of Science - Finance
Providence College
Seton Hall Preparatory School