Vin Amalfitano

Experience

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  Performance Factory Baseball

  Jan 2016 - Jan 2016

  Front Desk Operator: Customer Service ◆ Client Communications ◆ Stakeholder Relations

  During this time, I provided exceptional customer service while processing client and stakeholder communications. I also maintained a detailed spreadsheet in Excel to track the daily schedule of each employee.

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  Globegistics, now Asendia USA

  Jan 2017 - Jan 2017

  Parcel Sorter: Logistics ◆ Processing ◆ Operational Support

  In this role, I sorted and scanned thousands of eCommerce packages daily for a large International Parcel Consolidator. During my time here, I trained in several departments and learned multiple service levels.

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  DV Trading LLC

  Jan 2018 - Jan 2018

  Junior Trader: Research & Analysis ◆ Chart/Spreadsheet Creation

  While completing this internship, I created charts and spreadsheets for licensed traders to help expand the company into new markets. I also researched and analyzed diverse markets to understand how employees traded within their field.

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  Air Ideal

  Jan 2019 - Jan 2019

  Junior Estimator: Proposal Development ◆ Organization ◆ Customer Relations

  During this internship, I helped drive company growth by analyzing bid specifications and drawings for each job to create winning proposals for client projects; ensured all bid proposals were submitted by client deadlines. I also organized company drawings in OneDrive to assist project managers in accessing files and documents as needed.

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  EBay

  Jan 2020 - May 2021

  Seller: Marketing ◆ Customer Service ◆ Order Processing ◆ Problem Solving

  Over the course of the last year, I have built, grown, and continue to manage an online e-Bay store selling children’s toys and tanning lotions. Having earned a reputation as a Top Rated Seller, I market and promote multiple products on e-Bay while ensuring quick and accurate order processing, completing more than 300 sales transactions to date.

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  ForeFunding

  Jan 2020 - May 2021

  Phone Sales Representative: Solutions Selling ◆ Cold Calling & Prospecting ◆ Team Collaboration

  As a dynamic sales professional, I complete 150 cold calls per day, promoting financing solutions to small business clients across the U.S. During my time here, I been instrumental in meeting the office's sales/business development goal of $1M of projects funded per month. In this role, I sell the solution and support the client through the application process, including submitting client applications to financial merchants for approval and processing in-house lender applications as needed. Show less

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  New York Life Insurance Company

  May 2021 - Feb 2023

  Licensed Agent

  Agent licensed to sell insurance through New York Life Insurance Company.

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  NYLIFE Securities LLC

  Oct 2021 - Feb 2023

  Financial Services Professional

  Registered Representative offering securitiesproducts and services through NYLIFE Securities LLC,Member FINRA/SIPC, A Licensed Insurance Agency.

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  UFinancial Group

  Jan 2023 - Feb 2024

  Financial Services Professional
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  GFG Solutions

  Feb 2024 - now

  Financial Planning Consultant

  As a Financial Planning Consultant at GFG Solutions, I specialize in implementing comprehensive financial strategies that align with our four core pillars: Risk Management, Tax Planning & Efficiency, Succession & Exit Planning, and Asset & Cash Flow Planning. My role is critical in bridging the gap between clients, strategic partners, and advisors to ensure the seamless execution of ongoing project work and to maximize the efficiency and impact of financial planning.Key Responsibilities:- Project Management: Oversee the complete lifecycle of financial planning projects from initiation to closure, ensuring effective collaboration with stakeholders and adherence to timelines.- Client Onboarding & Support: Facilitate comprehensive onboarding processes, ensuring thorough document collection, compliance adherence, and seamless integration of departmental efforts.Strategic Partner Coordination: Serve as the primary contact for strategic partners, maintaining accountability for project contributions and revenue sharing, enhancing overall project workflow and client satisfaction.- Operational Excellence: Manage and optimize operational tasks including client communications, paraplanner oversight, and regulatory compliance, while actively participating in business development and new agent training.This role emphasizes strategic insight, meticulous project management, and robust client relations to craft tailored financial solutions that drive significant business outcomes. Show less