Client Advisor

• Dec 2021 - Present

Salesperson

• Oct 2019 - Dec 2021

Accounting Intern

• May 2017 - Jan 2018

• Read and analyze client bank statements• Enter journal transactions in Quickbooks, and close out all accounts without any cash imbalances• Run statement reports on different accounts • Read and analyze client bank statements• Enter journal transactions in Quickbooks, and close out all accounts without any cash imbalances• Run statement reports on different accounts

Financial Planner

• Apr 2015 - May 2017

As a Financial Advisor at World Financial Group, I provided professional money management services, for individual accounts and retirement plans, and families. I provided services that helped people of all income levels create appropriate financial strategies, build financial confidence and pursue financial independence.Apart from working with clients I also helped to explain our company's business platform to new associates which gives them the support and systems they need to build strong businesses and create better lives for themselves.

Assistant Manager

• Aug 2010 - Aug 2013

• Opened and closed for multiple stores• Participated in monthly loss prevention meetings• Completed, processed, and maintained applicable paperwork and records• Assisted in correcting management procedures at Rainbow shops that needed reform• Entrusted with the responsibility of the safe box (Before store opening/after closing)• Achieved the most efficient inventory system of all Rainbow shops on Staten Island• Push sales to beat last year sales and meet expected sales (daily, weekly, monthly and annually)• Greeted and assisted customers • Managed store communications: answering phones