Andrew DiBernardo

Client Service Specialist at EPIC Retirement Plan Services
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, New York Metropolitan Area

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Bio

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Credentials

  • Notary Public
    NYS Department of State
    Nov, 2020
    - Nov, 2024
  • Series 63
    FINRA
    Apr, 2018
    - Nov, 2024
  • Series 7
    FINRA
    Feb, 2018
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Service Specialist
      • Apr 2022 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Admin
      • Dec 2019 - Dec 2022

      Securities and Advisory Services offered through Cadaret, Grant, & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. The Retirement Optimization Group & Cadaret Grant are separate entities. Securities and Advisory Services offered through Cadaret, Grant, & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. The Retirement Optimization Group & Cadaret Grant are separate entities.

    • United States
    • Software Development
    • 700 & Above Employee
    • Sales Representative
      • Sep 2019 - Nov 2019

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Feb 2018 - Jul 2019

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Food Server/ Waiter
      • Jun 2015 - Aug 2016

      •Gained experience in the industry waiting and serving, for up to 40 hours each week •Assisted fellow employees with work tasks frequently •Maintain a sanitary work station suitable for the customers •Promote great customer satisfaction •Gained experience in the industry waiting and serving, for up to 40 hours each week •Assisted fellow employees with work tasks frequently •Maintain a sanitary work station suitable for the customers •Promote great customer satisfaction

    • United States
    • Retail
    • 700 & Above Employee
    • Cashier
      • Aug 2009 - May 2015

      •Developed personal communication skills through assisting customers in product selection, for up to 40 hours each week •Aided in maintaining the department’s inventory, by stocking items and ensuring expired products are removed •Applied customer assistance skills frequently •Developed personal communication skills through assisting customers in product selection, for up to 40 hours each week •Aided in maintaining the department’s inventory, by stocking items and ensuring expired products are removed •Applied customer assistance skills frequently

    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Painter
      • May 2014 - Aug 2014

      •Transported equipment and materials to job sites •Reviewed various sales kits that are offered to clients •Discussed and reiterated tasks/requests with homeowners before and after the job was completed •Scraped exterior walls and rid of lose chipping paint, caulked joints and seams in various structures such as window frames and soffits, applied primer and paint to the exterior structures as needed, vacuumed paint chips, swept driveways and pathways •Transported equipment and materials to job sites •Reviewed various sales kits that are offered to clients •Discussed and reiterated tasks/requests with homeowners before and after the job was completed •Scraped exterior walls and rid of lose chipping paint, caulked joints and seams in various structures such as window frames and soffits, applied primer and paint to the exterior structures as needed, vacuumed paint chips, swept driveways and pathways

Education

  • State University of New York College at Potsdam
    Bachelor’s Degree, Business Administration and Management, General
    2013 - 2017

Community

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