Assistant Financial Advisor

PETER T. GRIBBON

** ***** ***. **********, ** 516-***-**** **********@*****.***

EDUCATION

Loyola University - Baltimore, MD May 2018

Bachelor of Business Administration in Finance, Minor in Writing GPA 3.0

Chaminade High School - Mineola, NY

PROFESSIONAL EXPERIENCE

Checkmate Industries - West Babylon, NY October 2018 – December 2018 Procurement Agent

• Facilitates operations by acquiring supplies needed by mechanics and other workers

• Maintains a record of all past orders in Excel and stored copies of purchase orders, packing lists, and receiving lists for future reference

• Accounts for and distributed orders upon their delivery

• Coordinates with upper management to get orders approved and curate distributors

• Contacts distributors to receive quotes, place orders, and request status updates on outstanding orders Heritage Financial Consultants - Hunt Valley, MD January 2017 – May 2017 Assistant Planner

• Researched information on a range of mutual funds using Morningstar, used by the financial advisor to evaluate funds

• Created annual investment reviews on excel, which were then presented to clients by the financial advisor. These reviews displayed the clients’ current investments and their performance as well as information about the market and literature from the companies managing the mutual funds

• Utilized Salesforce to access client information, which was necessary to complete annual reviews

• Scanned client documents into RedTail CRM to transition the information from traditional filing into the company’s online database

Janovic LLC - New York, NY June 2016 – August 2016 Accounting Intern

• Independently performed client correspondence for outstanding and overdue accounts receivable transactions that increased payment collection

• Called clients to inform them that money owed to the company was past due

• Utilized Epicor to look up the past due invoices and convert them to PDFs in order to email them to the clients

• Prepared deposit documents for checks received from clients CERTIFICATIONS/SKILLS

• NY State Life & Health Insurance License

• CPR/AED for Professional Rescuer, Waterfront Lifeguard

• Great communication (written and verbal)

• Time management and multi-tasking

• Computer Software: Office 365 (MSWord, MS Excel, MS PowerPoint, MS Access), MS Windows, SalesForce CRM, RedTail CRM, MAC OS, Internet Browsers (IE, Firefox, Chrome, Safari)

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