Vincent DeDominicis
Tampa,FL
Summary
Enthusiastic financial services professional with a proven track record of effectively working with clients from diverse backgrounds and at all levels. Known for being friendly, personable, and adaptable in approach. Possesses exceptional knowledge in wealth management, estate planning, and investment strategies. Focuses on consistently surpassing expectations and continuously improving skills. Driven by the desire to bring expertise to a dynamic position that offers room for career growth and the opportunity to make a lasting impact.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Advisor
Accurate Advisory Group
10.2023 - Current
- Assisted clients in navigating complex financial situations, such as divorce or inheritance, by providing expert advice and compassionate support.
- Served as a trusted advisor to high-net-worth individuals, fostering loyalty through consistent delivery of exceptional service.
- Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
- Streamlined internal processes for improved efficiency, resulting in increased capacity for new clients without compromising service quality.
Financial Advisor
Sentinel Asset Management
01.2023 - 09.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals
- Worked with clients to support understanding of rationale and details of financial strategies
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
Financial Representative
Northwestern Mutual
05.2019 - 12.2022
- Managed finances and overall business direction through solutions-oriented problem-solving
- Assisted 100+ clients with tax, retirement savings, investment, and insurance needs by evaluating current standing and advising on appropriate solutions
- Developed comprehensive financial plans to offer recommendations and supporting data
- Managed team of 25 interns, with day-to-day responsibility for order processing, forecasting, budgeting, reporting and analysis
Sales and Marketing Intern
White Way Laundry Inc.
05.2018 - 08.2018
- Tracked, measured and reported on trends for sales team analysis and decision making
- Qualified incoming team marketing and sales leads to assist with prospecting for over 50 contacts per day
- Shadowed sales professionals to gain deeper insight into best practices and strategies for maximizing sales revenue
Business Development Intern
HMG Strategy
11.2017 - 04.2018
- Penetrated targeted accounts to generate 50-75 sales from within C-Level client base
- Created reports and targeted lists to present to upper management
- Developed knowledge of company products and services to make suggestions according to customer needs
Education
Bachelor of Science - Marketing
Sacred Heart University
Fairfield, CT12.2018
Master of Science - Finance and Investment Management
Sacred Heart University
Fairfield, CT10.2024
Skills
- Sales proficiency
- Retirement planning
- Relationship building and management
- Investment advice
- Insurance Planning
- Problem-Solving
- Teamwork and Collaboration
Personal Information
Title: Wealth Advisor
Certification
- Series 6
- Series 65
- Life and Health Insurance
- SIE
Timeline
Wealth Advisor
Accurate Advisory Group
10.2023 - Current
Financial Advisor
Sentinel Asset Management
01.2023 - 09.2023
Financial Representative
Northwestern Mutual
05.2019 - 12.2022
Sales and Marketing Intern
White Way Laundry Inc.
05.2018 - 08.2018
Business Development Intern
HMG Strategy
11.2017 - 04.2018
Bachelor of Science - Marketing
Sacred Heart University
Master of Science - Finance and Investment Management
Sacred Heart University
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