Steven Sottosanti
Carlsbad,CA
Summary
Hello, hoping to obtain a secure career in finance/economics industry. Successful at developing a book of business, analyzing clients financial picture, and serving customer needs with a thorough approach. Excellent communication, planning and organizational skills. Looking forward to hearing back.
Overview
1
1
year of professional experience
Work History
Financial Representative
Northwestern Mutual
12.2023 - Current
- Built relationships with clients through transparent communication.
- Increased client satisfaction by providing comprehensive financial planning and personalized solutions.
- Leveraged advanced analytical tools to identify opportunities for portfolio growth and diversification.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
Installer
GML Office Furniture
01.2023 - 12.2023
- Deliver and assemble furniture to be installed in residential or office building.
- Supported customer satisfaction, providing detailed instructions and demonstrations on proper system operation.
- Developed and maintained professional relationships with customers and vendors to promote loyalty and referrals.
- Communicated quickly and accurately with supervisors about problematic sites, missed installations or other issues.
Education
Bachelor of Arts - Economics
Cal Sate University San Marcos
San Marcos, CA05.2024
Skills
- Regression/Research Analysis
- Policy Analysis
- Pricing Structures
- Behavioral Economics
- Prospecting and Networking
- Selling techniques
- Financial reviews
- Cash Flow analysis
- Investment strategies
- Financial Planning
- Data Analysis
- Risk Analysis
Timeline
Financial Representative
Northwestern Mutual
12.2023 - Current
Installer
GML Office Furniture
01.2023 - 12.2023
Bachelor of Arts - Economics
Cal Sate University San Marcos
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