Dawn T

Dedicated Financial Services Representative with over 10 years of experience in insurance, investments, and financial planning. Proven ability to build and maintain strong client relationships through needs-based consultations and education on financial strategies. Holds FINRA Series 6 and 63 licenses, along with a New York State Insurance License, and a SAP Professional Certification. Eager to leverage expertise in financial guidance and client relations to contribute to client success.

Financial Services Representative

(2014 - 2025)

• Guided clients through comprehensive financial services, including insurance, investments, and strategic financial planning.
• Cultivated and sustained robust client relationships via personalized needs assessments and continuous engagement.
• Empowered clients with in-depth knowledge of financial products and strategies tailored to achieve their specific objectives.
• Honed expertise in sales, prospecting, presentation delivery, coaching, and client communication within the financial services sector.

Caregiver, Home Care - PPL

(2022 - 2024)

• Delivered essential in-home care and daily living assistance, ensuring a secure and supportive environment for clients.
• Supported clients with daily household tasks and personal care needs, adapting to their unique requirements.
• Demonstrated unwavering reliability, patience, effective communication, and meticulous attention to detail in all caregiving duties.

Crew Member - McDonald's

(2012 - 2014)

• Provided exceptional customer service to enhance guest satisfaction.
• Managed cash and card transactions with a high degree of accuracy.
• Prepared menu items in strict adherence to company quality and safety standards.
• Collaborated effectively within a dynamic team environment to achieve operational goals.

Psychology - LaGuardia Community College