Customer Service Manager
Resume:
Michael R. Laliberte
Seekonk, MA 02771
*************@*****.***
Professional Career Objective
To service and nurture clients and prospect relationships as a
valued Investment Consultant
Highlights of Qualifications
. FINRA Securities Licensed- Series 6, Series 7 and Series 63
Registered; Series 65 candidate
. MA/RI Insurance Licensed - Life Insurance, Variable Insurance, Variable Annuity, Disability, Health, and Long Term Care
. Experienced and attentive liaison between clients, management,
staff, financial institutions, and broker-dealers
. Knowledgeable in customer service and retention, investment
product review and suitability, and analytical frameworks
. Educated in IRS, SEC, and FINRA regulatory guidelines, trust
and fiduciary compliance, and business standards of conduct
. Ability to identify and resolve complex issues accurately in a
fast-paced business environment
Work Experience
01/2007-10/2009 Wealth Impact Partners
Wellesley Hills, MA
Financial Advisor
. Developed new and existing investment and insurance
business with multiple financial institutions
. Provided timely, prudent, and suitable financial
analysis recommendations for high net worth clients
. Responsible for administrating all activities designed
to enhance the level of customer satisfaction and ensure
client retention
. Managed all legal and compliance practices of a multi-
disciplinary wealth planning firm
06/06-01/07 Metropolitan Life Insurance Company
Providence, RI
Financial Services
Representative
. Initiated new business development while fostering
client relationships built on trust and integrity
. Designed and implemented comprehensive financial plans
for successful businesses and families.
. Established and maintained the highest level of
attention and customer service for clients
. Specialized focus in risk management, investment
products, life insurance, and asset allocation
08/98-06/06 Bernie's Audio, Video, and Appliances
Seekonk, MA
Store Manager, Sales Manager, Operations Manager
. Managed all facets of a fast-paced $10 million retail
store operation including staff management, delegation,
training, and accountability for achieving sales budget
goals
. Facilitated audits of compliance for accurate cash flow
accounting and inventory control management
. Supervised, mentored, and trained 150 professional
sales staff and warehouse associates
Education Johnson & Wales University
Providence, RI
Bachelor of Science, Financial Services Management
- 4.0 Grade Point Average Candidate 8/10
Master of Business
Administration, Global Business Leadership in Finance
Candidate 8/11
Community College of Rhode
Island
Warwick, RI
Associate in Science, Business Management
Degree, 12/00
Personal Affiliations and Additional Training
. Valmark Securities- Broker/Dealer School of Excellence
May, 2008
. Metropolitan Life- Super Starter Representative Award
Aug, 2006
. Microsoft Office, Financial Profiles, Money Guide Pro,
Morningstar Advisor
Contact this candidate