Stefan Offen

Financial Advisor at Lifetime
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Contact Information
us****@****om
(386) 825-5501
Location
NZ

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Bio

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    May, 2019
    - Oct, 2024

Experience

    • New Zealand
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2022 - Present

    • Associate Financial Advisor
      • Aug 2020 - Jan 2022

    • Duty Manager
      • Sep 2016 - Feb 2019

      • Responsible for guest enquiries and bookings. • Ensure guests check in/out correctly. • High attention to detail through guest bookings, phone calls, walk ins and emails. • Handling payments through EFTPOS system and ensuring it matched booking information. • Training new member of staff in my role and duties. • Responsible for guest enquiries and bookings. • Ensure guests check in/out correctly. • High attention to detail through guest bookings, phone calls, walk ins and emails. • Handling payments through EFTPOS system and ensuring it matched booking information. • Training new member of staff in my role and duties.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Crew Member
      • Nov 2017 - Feb 2018

      • Prepare burgers and drinks up to standard for customers • Cleaning my affiliated workstation • Provide a positive experience to customers • Contribute a positive energy throughout the restaurant. • Follow health and safety procedures. • Prepare burgers and drinks up to standard for customers • Cleaning my affiliated workstation • Provide a positive experience to customers • Contribute a positive energy throughout the restaurant. • Follow health and safety procedures.

    • New Zealand
    • Retail Groceries
    • 700 & Above Employee
    • Grocery Stocker
      • Oct 2016 - Feb 2017

      • Stocking aisles to a presentable and neat level. • Assist customers by answering any questions or direct them to a product if need be. • Providing assistance on checkout if store becomes exceedingly busy. • Follow instructions and perform extra tasks if told by manager. • Stocking aisles to a presentable and neat level. • Assist customers by answering any questions or direct them to a product if need be. • Providing assistance on checkout if store becomes exceedingly busy. • Follow instructions and perform extra tasks if told by manager.

Education

  • Strategi Institute
    NZ Certificate in Financial Services (Level 5), Investments
    2021 - 2022
  • PSB Paris School of Business
    Doing Business & Entrepreneurship in Europe
    2019 - 2019
  • University of Canterbury
    Bachelor of Commerce - BCom, Economics and Finance
    2017 - 2019
  • Mountainview Highschool
    2012 - 2016

Community

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