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Stefan Rosales

Stefan Rosales

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Followers of Stefan Rosales304 followers
location of Stefan RosalesWestfield, New Jersey, United States

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  • Timeline

  • About me

    Commissions Coordinator at NRT

  • Education

    • St. Joseph's High School (Metuchen)

      2001 - 2005

    • William Paterson University of New Jersey

      2005 - 2010
      Bachelor of Science (BS) Accounting and Finance

      Activities:- William Paterson University Swim Team (2005-2010)- Student Orientation Leader (2008-2010)- Treasurer, Sigma Pi Fraternity International, Theta-Tau Chapter (2007-2009)- Greek Senate Representative, Student Government Association (2007-2009)- Treasurer, Filipino American Cultural Entity Club (2006-2007)- Student Representative, Asian American Cultural Month Committee (2006-2008)

  • Experience

    • California Pizza Kitchen

      Aug 2010 - Aug 2014
      Server

    • JPMorgan Chase

      Jun 2011 - Aug 2012
      Teller

      •Processed customer transactions including cash transactions, processing loan/mortgage payments, issuing and redeeming savings bonds, and exchanging foreign currency•Built customer relations through banker referrals and by promoting financial products/services based on identifying possible needs from customer account information

    • Bank of America

      Aug 2012 - Dec 2013
      Personal Banker

      •Created an excellent customer experience by retaining and deepening relationships with banking center customers all while meeting or exceeding sales goals•Uncovered financial needs by building rapport and sold financial products to consumer and small business customers to meet those needs.•Ensured customer’s needs are met by partnering with the appropriate specialist to serve any additional banking, small business, mortgage and investment needs.

    • Popular Community Bank

      Jan 2014 - May 2014
      Licensed Personal Banker

    • Archway Wealth Management

      May 2014 - Sept 2018
      Client Relations Manager

      Works alongside multiple Financial Advisers (CFP(R)s, CFAs, CPAs). Maintains and manages a book of business of 400+ clients. Arranges adviser/client reviews. Analyzes and prepares reports including: Asset Allocation Summaries, Retirement Income Analysis, Portfolio Performance Summaries, Estimated Income Analysis, etc.

    • NRT

      Oct 2018 - now
      Commissions Coordinator

  • Licenses & Certifications

    • Life and Health License