
Timeline
About me
Financial Services Professional | Registered Representative Agent @ New York Life
Education

Colts neck high school
2014 - 2018
Rutgers business school
2018 - 2022Bachelor's degree marketingGPA - 3.54/4.0
Experience

Bubbakoos burritos
Oct 2019 - Jun 2022Restaurant crew member• Executed precise food preparations and cooking techniques using various food service equipment according to established recipes and quality standards• Provided exceptional customer service by serving food to patrons with a friendly and professional demeanor while consistently maintaining a clean and comfortable dining environment

The melting pot
Jun 2022 - Dec 2023Manager/server• Consistently delivered exceptional customer service in fast-paced, high-volume dining environments, prioritizing customer needs and maintaining a positive attitude• Executed post shift responsibilities with precision, including cleaning beverage stands, sweeping, and properly formatting utensils, contributing to the seamless preparation for the next day’s service, enhancing efficiency and optimizing customer dining experiences• Managed restaurant on designated days by allocating tip-outs to servers, busser, and bartender nightly and ensuring restaurant operations run smoothly while being the person of contact regarding customer concerns• Efficiently managed weekly staff schedules for approximately 25 employees, in addition to identifying and selecting qualified candidates to expand the team Show less

New york life insurance company
Jan 2024 - nowFinancial services professional• Conducted comprehensive financial needs analyses to identify gaps and recommend tailored insurance and retirement planning strategies, providing personalized financial solutions to meet their unique needs and goals • Advised clients on risk mitigation strategies, including life insurance policies to protect families from financial hardship and long-term care policies in preparation for future lofty medical expenses • Utilized financial planning software provided by New York Life (e.g., NYLIS) to create detailed financial projections for clients, ensuring clients are well-informed on potential solutions being offered • Hosted seminars and attended events advocating pension opportunities in retirement, insurance options, and financial wellness, emphasizing and educating prospects on the importance of proper financial planning Show less

Shadowbrook at shrewsbury
Feb 2024 - Feb 2025Event server and catering staff• Provided exceptional customer service during high-profile wedding events, ensuring guest satisfaction and seamless event execution • Maintained attention to detail in fast-paced environments, adhering to strict timelines and high expectations from management
Licenses & Certifications

Series 6
New york life insurance company
Securities industry essentials (sie)
New york life insurance company
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