Stefan Offen
Financial Advisor at Lifetime- Claim this Profile
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Bio
Credentials
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Bloomberg Market Concepts
Bloomberg LPMay, 2019- Oct, 2024
Experience
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Lifetime
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New Zealand
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jan 2022 - Present
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Associate Financial Advisor
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Aug 2020 - Jan 2022
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Avenue Motor Lodge
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Timaru
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Duty Manager
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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.
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McDonald's
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United States
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Restaurants
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700 & Above Employee
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Crew Member
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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.
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PAK'nSAVE
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New Zealand
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Retail Groceries
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700 & Above Employee
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Grocery Stocker
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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.
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Education
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Strategi Institute
NZ Certificate in Financial Services (Level 5), Investments -
PSB Paris School of Business
Doing Business & Entrepreneurship in Europe -
University of Canterbury
Bachelor of Commerce - BCom, Economics and Finance -
Mountainview Highschool