CONNOR MALLOY
Englewood
Summary
Ambitious Registered Representative well-versed in balancing priorities and meeting deadlines under pressure. Detail-oriented professional seeking full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Registered Retirement Representative
Empower Retirement
07.2024 - Current
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Processed general account changes, withdrawals, loans, and investment changes under the direction from the customer
Retirement Representative
Empower Retirement
06.2023 - 07.2024
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Processed general account changes, withdrawals and loans upon direction from the customer
Financial Analyst
Wealth Strong Life Solutions
02.2020 - 04.2023
- Used Software Program to create reports and recommended courses of action for Financial Planner.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Managed, tracked and monitored financial updates, watch lists and insurance files.
- Led meetings with clients to analyze spending and provide financial recommendations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Purchasing Agent
Nauhaus Industries
02.2017 - 01.2020
- Communicated with vendors regarding inventory needs and negotiated prices to maintain profit margins.
- Solved diverse supply chain problems involving numerous sources, logistics and scheduling factors.
- Determined lowest possible cost, factoring in quality and reliability and negotiated favorable contracts.
CNC Machine Operator
Nauhaus Industries
06.2015 - 02.2017
- Procedures implementation
- Strong communication skills
- Product verification, Loaded and unloaded machines to prevent expensive equipment issues
- Provided coaching and training for new team members
- Completed work on time and moved it to proper staging area for disposition
- Helped achieve company goals by supporting production workers
- Maintained clean and organized work areas
- Reviewed operations and conferred with technical or administrative staff to resolve production and processing problems.
Education
BBA - Economics
University of Lowa
Iowa City, IA05.2014
Skills
- Procurement
- Budgeting
- Schedules coordination
- Supplier relationship management
- Report Preparation and Presentation
- Investment Consulting and Planning
- Needs Assessment
- Client Financial Status Assessment
- Deals Execution
- Mathematical Accuracy
Additional Information
- Economics major
- Partner in Wealth Strong Financial Freedom focusing on servicing clients with Assets under management services.
- Prepared comparison investment and risk analysis to optimize client's asset growth potential.
- Collaborated with a team to service clients need.
Certification
Series 6 Certified
Series 63 Certified
Timeline
Registered Retirement Representative
Empower Retirement
07.2024 - Current
Retirement Representative
Empower Retirement
06.2023 - 07.2024
Financial Analyst
Wealth Strong Life Solutions
02.2020 - 04.2023
Purchasing Agent
Nauhaus Industries
02.2017 - 01.2020
CNC Machine Operator
Nauhaus Industries
06.2015 - 02.2017
Series 6 Certified
Series 63 Certified
BBA - Economics
University of Lowa
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