Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Scott Campuzano

Oceanside,NY

Summary

Financial Professional, skilled in financial planning and relationship building. Proven success in educating clients on risk management and wealth accumulation. Adept at sales prospecting and delivering integrated financial solutions, fostering strong client connections to achieve their long-term financial goals.

Overview

1
1
Certification
7
7
years of professional experience

Work History

Financial Representative/Advisory

Northwestern Mutual
Garden City, NY
06.2025 - Current
  • Provided comprehensive financial planning including insurance, investment, and retirement solutions
  • Informed clients on risk management, wealth accumulation, and long-term financial strategies to enhance financial literacy.
  • Collaborated with senior advisors and specialists to deliver integrated financial solutions
  • Established and nurtured client relationships through targeted networking and proactive phone outreach.

Personal Trainer

Self-made Brand
08.2024 - Current
  • Attained clients and guided them in achieving physical health goals
  • Cultivated professional relationships to strengthen personal brand and expand network
  • Designed personalized training programs for self-directed fitness brand clients.
  • Assessed client fitness levels and movement patterns before sessions.
  • Instructed proper exercise form and safe equipment use.

Sales Associate

Play it Again Sports
Oceanside, NY
04.2020 - 07.2022
  • Guided customers in selecting and fitting sports-related items to enhance their shopping experience
  • Processed customer purchases efficiently to ensure smooth transaction flow
  • Collected and categorized used sports items for inventory to support sales and customer offerings

Education

Bachelor of Science - Finance

St. John's University, Peter J. Tobin's College of Business
05-2026

Economics

Bard College
05-2023

Skills

  • Financial planning
  • Financial analysis
  • Risk assessment
  • Client onboarding
  • Sales prospecting
  • Relationship building

Certification

  • Series 7
  • Securities Industries Essentials (SIE)
  • Licensed New York State Life Accident and Health Insurance Agent 17-58
  • Bloomberg BMC/BFF/BESG

Timeline

Financial Representative/Advisory

Northwestern Mutual
06.2025 - Current

Personal Trainer

Self-made Brand
08.2024 - Current

Sales Associate

Play it Again Sports
04.2020 - 07.2022

Bachelor of Science - Finance

St. John's University, Peter J. Tobin's College of Business

Economics

Bard College
Scott Campuzano