Seeking to obtain opportunity where I can contribute with my education and skills. Highly-accomplished and detail-oriented professional successful at attaining business goals through in-depth financial analysis, budget strategy design and sales development and execution.
DECEMBER - 2016
MBA: Master of Business Administration GEORGIAN COURT UNIVERSITY - LAKEWOOD, NJ 3.5 GPA
May - 2013
Associate of Science: Liberal Arts Ocean County College - Toms River, NJ
May - 2013
Associate of Science: Liberal Arts Ocean Count College - Toms River, NJ
09/2016 to Current
Financial Services Representative TD Bank – Point Pleasant, NJ
Profile and analyze investment products to develop customized financial strategies for clients financial needs.
Identified problem areas within the loan portfolio, analyze risks and suggest appropriate solutions.
Interview clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Provide wealth management solutions that account for $2.1 million in assets year to date.
Received Financial Services Representative of the Month award in March, 2017.
01/2015 to 09/2016
Bank TellerTD BANK – LAKEWOOD, NJ
Received and verified loan payments, mortgage payments and utility bill payments.
Initiated and opened new accounts.
Performed specialized tasks such as preparing cashier\'s checks, personal money orders, issuing traveler\'s checks and exchanging foreign currency.
Accepted cash and checks for deposit.
Was #1 in Credit Card sales within the market.
01/2014 to 09/2016
DIRECT SUPPORT PROFESSIONALMENTOR NETWORK – Somerset, NJ
Maintained open communication and cooperative work effort with lead DSP and other staff to assure quality and continuity of support to people served.
Reported routine and unusual events including completing daily logs, incident reports, outcome data sheets, etc.
Assisted people with fiscal management while safeguarding their funds.
Completed ledgers, reconciled accounts and assisted people with spending choices.
Performed other duties as assigned.
Life Insurance Producer License in state of New Jersey
Health Insurance Producer License in state of New Jersey
Exceptional sales skills
Excel at financial analysis, financial planning and investments.