Matt Konieczny

Union Benefits Coordinator at National Income Life Insurance Company
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Contact Information
us****@****om
(386) 825-5501
Location
East Greenbush, New York, United States, US
Languages
  • English -
  • Spanish Elementary proficiency
Skills

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Credentials

  • Series 66 License
    FINRA (Financial Industry Regulatory Authority)
    Nov, 2017
    - Nov, 2024
  • Series 7 License
    FINRA (Financial Industry Regulatory Authority)
    Sep, 2016
    - Nov, 2024

Experience

  • National Income Life Insurance Company
    • Insurance
    • 200 - 300 Employee
    • Union Benefits Coordinator
      • Oct 2018 - Present

  • Goldman Sachs Ayco Personal Financial Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planning Analyst
      • Oct 2015 - Aug 2018

  • Van Rensselaer Manor Nursing Home
    • 85 Bloomingrove Dr, Troy NY 12180
    • Dietary Supervisor/Aide
      • Apr 2010 - Sep 2015

      Supervisor of afternoon dietary staff. Supervise operations, ensuring quality, timeliness and positive service. Manage 15-30 employees of my department at any time with employees age range of 18-65. Employed as Dietary Aide for 4 years prior. Supervisor of afternoon dietary staff. Supervise operations, ensuring quality, timeliness and positive service. Manage 15-30 employees of my department at any time with employees age range of 18-65. Employed as Dietary Aide for 4 years prior.

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • May 2014 - Aug 2014

      Performed portfolio analysis and created portfolio reports for clients and prospective clients through the Smartstation platform. Searched databases for forgotten transactions ($500,000 worth), increasing transparency. Called prospective/current clients to arrange meetings for advisors. Performed portfolio analysis and created portfolio reports for clients and prospective clients through the Smartstation platform. Searched databases for forgotten transactions ($500,000 worth), increasing transparency. Called prospective/current clients to arrange meetings for advisors.

Education

  • Siena College
    Bachelor of Science (BS), Business Administration and Management, General
    2013 - 2015
  • Hudson Valley Community College
    Associate's Degree, Humanities & Social Sciences
    2011 - 2013
  • Columbia high school
    2007 - 2011

Community

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