Financial Services Professional

MATTHEW KRISTIRE **********@*****.***

Fort Washington PA 19034 215-***-****

EDUCATION: Temple University, Fox School of Business Philadelphia, PA

Bachelor of Business Administration Graduated August 2018

Major: Finance

Montgomery County Community College Blue Bell, PA

Associate of Science in Business Administration Graduated May 2015

EXPERIENCE: MassMutual / Windsor Financial Group – Horsham, PA

Financial Services Professional March 2019 – August 2020

Create client book of business by keeping five new prospective client meetings/week, meeting 10 qualified individuals, and 100 outbound communications

Work with senior associate advisors and specialists to develop comprehensive financial plans

Present client’s options, allowing client to select the most comfortable fit

Shop single-need clients’ life, disability, LTC insurance coverage through brokerage network

Conduct annual client reviews

Arpeggio BYOB – Spring House, PA

Expo November 2017 – March 2019

Oversee presentation of food from kitchen to table in a restaurant seating up to 150 people

Mediation between kitchen and servers in a fast paced environment

Accurately time food tickets so that customers are neither rushed nor lagged by servers

Managed food runners

Bergey’s Ford – Ambler, PA

Lot Manager June 2016 – September 2017

Manage dealership inventory of 300+ cars, ensuring cars are logically organized by model

Assist F&I Manager in entering and printing new deals using database system

Oversee all inventory deliveries, examining cars for damage and recording vehicle info while applying stock numbers and buyer’s guides

Served as service department cashier for customer pick-up after 5pm

SKILLS:

Microsoft Word, Excel, PowerPoint, and Access

SAP

Salesforce

TSD Loaner

VCDS (VAG-COM)

Client relationship management

Client assessment, prospecting

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