TANNER PAQUETTE
Milford,US
Summary
Maintain a high level of integrity and accuracy while providing professional and courteous customer service. Excellent academic performance history and the ability to demonstrate strong numerical and analytical skills. Fast learner that prioritizes growth and learning new information and techniques to implement into the professional environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Advisors
03.2023 - 12.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Cleaner
Growing Imaginations Early
06.2021 - 09.2023
- Was meticulous in my handling of equipment, chemicals, and materials.
- Cleaned and sanitized bathrooms, kitchens and other similar areas according to established protocols.
Driver
Commonwealth logistics (Amazon)
02.2022 - 08.2022
- Kept management up to date on daily activities by updating [Software] logs with data such as mileage, gas consumption, and any unusual occurrences
- Met consistent safety goals by adjusting my driving to different road and traffic conditions, balancing loads, and avoiding dangerous driving behaviors
- Was in charge of receiving incoming stock and delivering it to designated locations
- Inspected truck equipment and supplies and alerted supervisors to any problems or potential safety hazards
- Kept detailed records of all deliveries, including quantitative and qualitative data
- Optimized routes based on traffic and weather conditions, cutting distribution time
- Ensured that products were delivered on time in order to provide exceptional customer service.
Education
Bachelor of Science - Finance
Southern New Hampshire University
Manchester, NH01.2022
Associate of Science - Marketing
Nashua Community College
Nashua, NH01.2020
Skills
- Fast learner
- Excellent time management
- Superior research skills
- Flexible team player
- Analytical reasoning
- Problem resolution
- Investment Planning
- Mutual Funds
Additional Information
GPA: 3.59
Affiliations
National Society of Leadership and Success
Relevant Curriculum
- Macroeconomics
- Microeconomics
- Global Dimensions in Business
- Business Systems Analysis
- Driving Business Operations
- Foundations of Leadership
- Advanced Leadership
Certification
SIE
Series 66
Series 7
Advanced Leadership Certification
Timeline
Financial Advisor
Prudential Advisors
03.2023 - 12.2023
Driver
Commonwealth logistics (Amazon)
02.2022 - 08.2022
Cleaner
Growing Imaginations Early
06.2021 - 09.2023
Bachelor of Science - Finance
Southern New Hampshire University
Associate of Science - Marketing
Nashua Community College
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