Nicholas Squillante
Smithfield,RI
Summary
An enthusiastic individual looking to continue my career in Wealth Management where I can quickly learn to add value to the team and help customers reach their investment potential. Customer focused mindset together with my communications qualification provide a solid basis on which to build my skills. Motivated, team-orientated with integrity and a strong work ethic, I am seeking an opportunity to contribute to a world class organization.
Overview
4
4
years of professional experience
Work History
CSI Investment Assistant II
Citizens Bank
08.2023 - Current
- Serve as liaison between clients, financial advisor, and internal departments
- Complete new client onboarding and service requests for existing clients
- Schedule/confirm client appointments
- Make outbound calls to clients
- Receive inbound calls from clients
- Manage CRM and pipeline entry
- Sustain expertise on operational processes and systems
- Studied and obtained Series 65 license
- Studied and obtained Rhode Island Life Producer license
- Studied and obtained Rhode Island Accident and Health Producer license
Investment Specialist Trainee
Merrill Lynch
10.2022 - 05.2023
- Studied and obtained SIE license
- Studied and obtained Series 7 license
Manager
CW Lanes and Games
06.2021 - 10.2022
- Ensure positive customer experience and aim to exceed expectations of visit.
- Responsible for staffing and shift coverage.
- Cross-train employees to maximize agility and performance.
- Daily operations of establishment.
Education
Bachelor of Arts - Communication/Public Relations And Advertising
Rhode Island College
Providence, RI05-2022
Skills
- SIE License
- Series 7 License
- Series 63 License
- Series 65 License
- Rhode Island Life Producer
- Rhode Island Accident and Health Producer
- Excellent Customer Service
- Avid investor and interest in the stock market
- Problem Solving Skills
- Multi-tasking
- Quick learner
Timeline
CSI Investment Assistant II
Citizens Bank
08.2023 - Current
Investment Specialist Trainee
Merrill Lynch
10.2022 - 05.2023
Manager
CW Lanes and Games
06.2021 - 10.2022
Bachelor of Arts - Communication/Public Relations And Advertising
Rhode Island College
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