Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
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Selwyn Mayers

Charlotte,NC

Summary

With a personalized financial solutions, I am dedicated to assisting you in every step of your wealth-building journey. My mission is to not just provide financial advice, but to be a partner in crafting a legacy of generational wealth. Results-oriented financial professional knowledgeable about diverse investment, savings and debt plans. Hardworking and forward-thinking with excellent judgment and customer service skills. Focused on building long-lasting relationships to drive business success.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Analyst

P3 Capital
11.2023 - Current
  • Guiding individuals, small businesses and families through intricacies of financial planning, offering tailored solutions for generational wealth creation.
  • Established key procedures for teams preparing documentation, models, and presentations.
  • Optimized portfolio performance by conducting regular reviews and making strategic adjustments based on changing client goals or market conditions.
  • Pursued leads, set appointments, and brought in new customers to increase revenue.

Barber

Arrow Barbering Co.
08.2022 - 12.2023
  • Consulted with clients to assess personal style preferences and unique needs.
  • Consistently received positive performance reviews from guests.
  • Managed business customer service, responding to requests and concerns promptly.
  • Increased client base through strategic marketing initiatives, including social media promotion and word-of-mouth referrals from satisfied customers.
  • Contributed to a positive work culture by maintaining open communication channels with colleagues and fostering a team-oriented approach to service delivery.

Barber

Self-employed
01.2017 - 07.2022
  • Consulted with clients to assess personal style preferences and unique needs.
  • Consistently received positive performance reviews from guests.
  • Managed business customer service, responding to requests and concerns promptly.
  • Provided expert advice on hair care routines, product recommendations, and at-home maintenance tips for clients.
  • Advised clients on how best to care for hair and maintain health between visits.
  • Consulted with customers to understand hair cut, color and styling desires.

Education

Cosmetology, Barber -

The Beauty Institute
Allentown, PA
01.2017

High School Diploma -

Louis E Dieruff
Allentown, PA
06.2015

Skills

  • Investment Advisor Representative
  • Investment Management
  • Financial Analysis
  • Financial Goal Planning
  • Investment Action Planning

Certification

Series 65 - FINRA

Languages

English
Native or Bilingual
Spanish
Full Professional

Timeline

Financial Analyst

P3 Capital
11.2023 - Current

Barber

Arrow Barbering Co.
08.2022 - 12.2023

Barber

Self-employed
01.2017 - 07.2022

Cosmetology, Barber -

The Beauty Institute

High School Diploma -

Louis E Dieruff

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Selwyn Mayers