Sean Nguyen
Orlando,FL
Summary
Current student at University of Central Florida working towards a B.A. in Business Marketing. Cambridge AICE diploma recipient in 2020. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Licensed financial advisor with a 02-15 for Life, Health, and Annuities and Excel Certified.
www.linkedin.com/in/seannguyen20
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Financial Advisor
Global Financial Information
Orlando, FL
11.2023 - Current
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Consulted with clients to assess and meet short- and long-term financial goal.
Elevate Financial Group
World Financial Group Wfg
Orlando, FL
01.2022 - 11.2023
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
Senior Marketing Manager
Aimark
Orlando, Fl
08.2019 - 08.2021
- Hired, trained, and developed new employees to market and sell different AT&T services
- Manage different locations throughout Orlando and maintain quota for sales.
Education
Bachelor of Arts - Business Marketing
University of Central Florida
Orlando 12.2024
Cambridge AICE Diploma -
Cambridge University
Melbourne, FLSkills
- Claim Management
- Sales Records Management
- Advising on Investments
- Client Relations
- Planning for Retirement
- Preparing budgets
- Report writing
- Tableau Data Analysis
Affiliations
- Jazz Musician
- Professional Athlete
- Photographer
Certification
02-15 Insurance License
Excel Certified
AICE Cambridge Diploma
Timeline
Financial Advisor
Global Financial Information
11.2023 - Current
Elevate Financial Group
World Financial Group Wfg
01.2022 - 11.2023
Senior Marketing Manager
Aimark
08.2019 - 08.2021
Bachelor of Arts - Business Marketing
University of Central Florida
Cambridge AICE Diploma -
Cambridge University
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