Steve Enriquez
Elizabeth,NJ
Summary
Passionate business major pursuing a career in finance. With military skills that transition into civilian life and as a business major. A goal oriented individual and effective planner that strives to develop and maintain professional relations with potential clients. The abilities to manage a business through client lead generation systems and sales skills as a financial professional.
Overview
6
6
years of professional experience
Work History
Financial Consultant
Equitable Advisors
2021.09 - 2023.03
- Execute financial planning and analysis with the purpose of enhancing the financial state of client
- Formulate and implement retirement planning and risk management strategies to grow and protect client assets
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Populate and submit dozens of account forms and insurance applications on behalf of clients to provide streamlined service
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Aviation Operation Specialist
US Army
2016.10 - 2022.10
- Effective planning for transportation of equipment, soldiers, or Valuable Personnel i.e., Generals, Special Forces Units, Ambassadors, Diplomats
- Supported operations by managing professional communications, tracking data and managing records.
- Maintained flight logs on incoming and outgoing flights and individual flights.
- Understanding the capabilities of aircraft and knowing how to effectively assign them for specific missions
- Reduced regulatory risks by acquiring documents, certificates, clearances and approvals from appropriate agencies.
Real Estate Agent
Culture Estate
2017.12 - 2019.01
- Facilitate negotiations between buyers and sellers
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Networking with professional mortgage brokers, attorneys, contractors to help clients
- Advised clients on market conditions and property value for informed decision-making.
- Conducted comprehensive market analysis to identify opportunities for investors.
Education
Associate of Arts - Business
Union County College
Cranford, NJ12.2023
NJ Real Estate License, Career - Real Estate
Career Path Academy
North Plainfield, NJ01.2018
Aviation Operations Specialist
US Army Aviation Fort Rucker
Mobile, AL12.2017
Elizabeth High School
Elizabeth, NJ06.2017
Skills
- Time Management
- Analytical/ Research
- Microsoft Office
- Prospecting and Custom Relationship Management (CRM) Salesforce
- Evaluate Financial Histories
- Sales Expertise
Additional Information
- Military Awards: Army Commendation Medal with C (combat) device, Global War on Terrorism Service Medal, Inherent Resolve Campaign Medal
- Certification & Licenses: Life & Health Insurance Broker License, FINRA license Series 6 Series 63
Timeline
Financial Consultant
Equitable Advisors
2021.09 - 2023.03
Real Estate Agent
Culture Estate
2017.12 - 2019.01
Aviation Operation Specialist
US Army
2016.10 - 2022.10
Associate of Arts - Business
Union County College
NJ Real Estate License, Career - Real Estate
Career Path Academy
Aviation Operations Specialist
US Army Aviation Fort Rucker
Elizabeth High School
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