Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Sean Dingle

Queens,NY

Summary

Dynamic technical and financial services professional with a proven track record of maintaining high standards and delivering impactful results in diverse environments. Expertise in managing technical operations, driving service improvements, and fostering effective team collaboration, complemented by a strong background in the automotive service industry. Skilled in strategic planning, technical troubleshooting, financial analysis, and strategy consulting, ensuring reliable outcomes and enhanced customer satisfaction. Recognized for optimizing performance through tailored financial solutions, leveraging market trends and investment strategies to enhance client portfolios while adapting to dynamic market conditions.

Overview

11
11
years of professional experience

Work History

Financial Consultant

CalmComfortsConsulting LLC
11.2023 - Current
  • Analyzed financial data to identify trends and inform strategic decision-making.
  • Developed comprehensive financial models to support client investment strategies.
  • Presented detailed financial reports to stakeholders, enhancing transparency and understanding.
  • Collaborated with cross-functional teams to streamline budgeting and forecasting processes.
  • Advised clients on regulatory compliance and financial planning strategies for growth.
  • Worked with clients and analyzed profiles to make sure the profiles are qualified for business funding.
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
  • Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

MST Technician

7 Eleven/Speedway
12.2023 - 06.2025
  • Worked with multiple machines in and out of corporate/Franchise stores
  • (HVAC, Mechanical, and Electrical experience)
  • (Microsoft and CRM)software experienced
  • Experienced in gas station pumps
  • Built close relationships with corporate/franchise stores owners
  • Always held myself accountable and always organized/efficient
  • Entrepreneur experience
  • Great customer service
  • Strong communication skills
  • Used computers and phone to document work orders
  • Great knowledge on power tools and handheld tools
  • Great knowledge on electronics, wiring and reading diagrams/schematics

Inventory Technician

Nexteppe Business Solutions
01.2020 - 09.2023
  • Networking experience
  • Microsoft and CRM software experienced
  • Customer Sales experienced
  • Great strong communication skills
  • Team player
  • Internet/website experience
  • Uploaded cars on web through app that would be connected to stores inventory to post for sale. This included customization for customer views
  • Spoke with dealership managers for planning and ideas
  • Took inventory and marked cars accordingly that were incomplete/done
  • Provided great knowledge on all vehicles manufacturers and how cars worked/performed

Valet/Detailer

BMW of Oyster Bay
03.2019 - 01.2020
  • Valet and Detailing Services
  • Cleaned cars and worked with team to ensure jobs were completed
  • Valet cars with great customer service

Waiter and Bartender

The Carltun
08.2017 - 06.2018
  • Catering Services

Mechanical Engineering Intern

Pathways in Technology Early College High School Program at SUNY Farmingdale State College
08.2014 - 01.2018
  • Mechanical Engineering Technology Program Courses
  • Alternative Energy
  • Computer Programming and Applications
  • Computer Aided Design

Education

Bachelor of Science - Mechanical Engineering

SUNY, Farmingdale
Farmingdale, NY
07-2022

Skills

  • Attention to detail
  • Customer service
  • Works Well Under Pressure
  • Multitasking and organization
  • Power Tools and Equipment
  • Written/Verbal communication
  • Troubleshooting
  • Quality control
  • Mechanical Knowledge
  • Preventive Maintenance
  • Customer interaction
  • Heavy lifting
  • OSHA compliance
  • Credit analysis
  • Fundamental analysis
  • Budgeting expertise
  • Investment advice
  • Wealth management
  • Asset allocation
  • Fixed income analysis
  • Investment strategies
  • Debt management
  • Investment consulting and planning
  • Client relations
  • Sales expertise
  • Cash flow analysis
  • Banking
  • Business development
  • Problem-solving
  • Time management

Accomplishments

  • Co-founder of CalmComfortsConsulting LLC.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved results for clients by completing applications with accuracy and efficiency to reach their goals.
  • Achieved client funding by making sure clients qualify with a strong portfolio.
  • Built strong long lasting relationships with banks and personnel to facilitate obtaining favorable results for clients
  • AirBnb Superhost for 3 years

Timeline

MST Technician

7 Eleven/Speedway
12.2023 - 06.2025

Financial Consultant

CalmComfortsConsulting LLC
11.2023 - Current

Inventory Technician

Nexteppe Business Solutions
01.2020 - 09.2023

Valet/Detailer

BMW of Oyster Bay
03.2019 - 01.2020

Waiter and Bartender

The Carltun
08.2017 - 06.2018

Mechanical Engineering Intern

Pathways in Technology Early College High School Program at SUNY Farmingdale State College
08.2014 - 01.2018

Bachelor of Science - Mechanical Engineering

SUNY, Farmingdale
Sean Dingle