Andrew DiBernardo
Client Service Specialist at EPIC Retirement Plan Services- Claim this Profile
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Bio
Credentials
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Notary Public
NYS Department of StateNov, 2020- Nov, 2024 -
Series 63
FINRAApr, 2018- Nov, 2024 -
Series 7
FINRAFeb, 2018- Nov, 2024
Experience
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EPIC Retirement Plan Services
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United States
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Financial Services
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100 - 200 Employee
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Client Service Specialist
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Apr 2022 - Present
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Cadaret Grant
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United States
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Financial Services
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1 - 100 Employee
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Registered Admin
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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.
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Paycom
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United States
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Software Development
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700 & Above Employee
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Sales Representative
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Sep 2019 - Nov 2019
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AXA Advisors, LLC
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United States
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Financial Services
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700 & Above Employee
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Financial Professional
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Feb 2018 - Jul 2019
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Dons Original Restaurant
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United States
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Higher Education
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1 - 100 Employee
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Food Server/ Waiter
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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
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Wegmans Food Markets
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United States
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Retail
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700 & Above Employee
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Cashier
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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
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College Pro Painters
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United States
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Appliances, Electrical, and Electronics Manufacturing
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1 - 100 Employee
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Painter
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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
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Education
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State University of New York College at Potsdam
Bachelor’s Degree, Business Administration and Management, General