Data Entry Financial Planning
Resume:
Michael Rega
Albany, NY *****
*********@*****.***
Professional Summary
Analytical and client-focused professional with a diverse background in sales, finance, operations, and skilled trades. Adept at financial services, client relationship management, data analysis, and virtual business operations. Highly skilled in CRM platforms (Salesforce), Microsoft Office Suite, financial planning, and risk management. Strong analytical and problem-solving abilities, with a proven track record of logistics coordination, asset management, and operational efficiency in fast-paced environments. Excellent interpersonal skills with the ability to build lasting client relationships and provide strategic financial guidance.
Willing to relocate: Anywhere
Work Experience
Financial Representative Virtual Assistant (Freelance) Remote-Albany, NY
January 2025 to Present
• Assist clients with financial planning, investment strategies, and asset management by analyzing market trends and risk factors.
• Utilize CRM tools (Salesforce, TFS Project) to manage client portfolios, ensuring accurate record-keeping and reporting.
• Conduct data entry and analysis, preparing financial reports and optimizing workflow for enhanced decision-making.
• Leverage sales and customer service expertise to educate clients on available financial products, ensuring they make informed decisions.
Owner/Professional Photographer
Full-Exposure Photography-Albany, NY
May 2022 to Present
• Founded and manage Full-Exposure Photography, overseeing all aspects of business operations, marketing, and client relations.
• Specialize in portraits, landscapes, nature, wildlife, and street photography, delivering high-quality images tailored to client needs.
• Proficient in Adobe Lightroom and Photoshop, expertly editing and enhancing images to achieve high- quality, professional-grade photographs.
• Developed a strong online presence through social media marketing and e-commerce strategies to showcase and sell photography.
Electrician & Logistics Coordinator
CKM Electrical LLC.-Albany, NY
February 2024 to January 2025
• Managed materials procurement, logistics coordination, and budgeting to ensure efficient project execution.
• Conducted asset management and financial tracking for company resources, ensuring optimal utilization and cost-effectiveness.
• Streamlined daily operations by implementing an efficient task management system, reducing downtime and improving overall project completion rates. Solar Energy Specialist
Swan Contracting LLC-Albany, NY
December 2022 to February 2024
• Led electrical installations on a 60-megawatt solar field, ensuring compliance with industry standards.
• Provided mentorship and training to junior electricians, improving team efficiency and safety awareness.
• Worked closely with project managers and engineering teams to troubleshoot issues, optimize workflows, and meet project deadlines within budget constraints. Electrical Technician
Hewitt Young-Albany, NY
March 2020 to December 2022
• Managed project logistics, overseeing the procurement, transportation, and distribution of materials to ensure smooth operations.
• Improved supply chain efficiency by developing relationships with local suppliers, reducing costs and delivery times.
• Implemented inventory control measures, ensuring accurate tracking of materials and reducing waste.
• Coordinated multiple teams to enhance workflow, ensuring timely project completion within budget constraints.
Facilities Technician
The Fort Orange Club-Albany, NY
August 2015 to February 2020
• Performed routine maintenance and repairs on building systems, including HVAC, plumbing, electrical, and mechanical equipment.
• Responded promptly to work orders and service requests to address facility-related problems in a timely manner.
• Maintained accurate records of maintenance activities, including completed tasks, materials used, and time spent.
• Troubleshot complex technical problems related to facility systems using diagnostic tools and equipment.
Education
Vocational school in Electrical Engineering Technology IBEW local 236 - Latham, NY
April 2022 to Present
College in Radiology technician
Hudson Valley Community College - Troy, NY
September 2014 to May 2015
Vocational school in Plumbing
Plumbers Steamfitters union local 21 - Peekskill, NY March 2006 to October 2008
Skills
• Photography
• Data entry
• Detailed oriented
• Project & Operations Management: Strong leadership abilities in overseeing project timelines, coordinating logistics, and ensuring efficient resource allocation. Skilled in time management, problem-solving, and fostering collaboration
• Construction & Skilled Trades Expertise: Extensive hands-on experience in carpentry, electrical work, painting, plumbing, and general contracting. Adept at interpreting blueprints, ensuring compliance with industry standards, and delivering high-quality workmanship across diverse projects.
• Strong communication skills
• Technical Proficiency: Experienced with Microsoft Office Suite, proficient in project management tools: MS Project, TFS Project and CRM platforms like Salesforce to track and manage workflows efficiently
Certifications and Licenses
Electrician Apprentice
Non-CDL Class C
Wireman License
Low Voltage License
OSHA 10
Driver's License
Contact this candidate