John Maresca

Experience

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  SolomonEdwards

  Jun 2009 - Feb 2011

  Accounting Clerk

  -Processed weekly payroll for SBA partnership using ADP and Great Plains-Assisted in approving, processing, and billing weekly expense reports for FDIC receivership contract-Provided support and training over the phone and on-site to 300+ consultants throughout the United States-Maintained 10 weekly and monthly account reconciliations-Experience in Excel spreadsheet creation and maintenance

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  ING Financial Partners

  Feb 2011 - Feb 2012

  Investment Adviser Representative

  -Conducting financial needs analysis and recommending appropriate products to meet client needs-Educating and selling clients products including Annuities, Life Insurance, Mutual Funds, 529 plans, Long Term Care, and Disability

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  Market Street Advisors

  Apr 2012 - Aug 2012

  Financial Assistant

  -Back office support for advisors throughout the U.S. using MSA Archer and APL-Account set up, data entry, and various account maintenance tasks-Processing and confirming daily contributions and withdrawals-Daily account reconciliation

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  Wells Fargo

  Sept 2012 - Dec 2013

  Register Personal Banker II

  -Creating and maintaining relationships with high net worth customers-Served as an intermediary between clients and the private bank and advisory partners -Consistently met daily and quarterly sales goals

• 

  BBCG Productions

  Apr 2014 - Jun 2014

  Assistant Art Director

  -Responsible for managing the art department budget and petty cash-Exhibited the ability to meet daily deadlines under a rigorous production schedule-Scheduled and assigned daily responsibilities for art department crew members

• 

  First Niagara Bank

  Jun 2014 - May 2015

  Personal Financial Associate

  -Managing and selling investments of $100 thousand or less, portfolio of $5 million-Selling customers personal loans and lines, insurance, and home equity products-Training employees on the referral process and tactics to increase sales activities

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  SEI

  Aug 2015 - Jun 2021

  Relationship Manager
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  Trinity Financial Partners

  Jun 2021 - now

  Client Relationship Manager