Resumes
Resumes
Senior Manager, Client Success
View pageLocation:
14 Dolphin Cir west, Bayville, NJ 08721
Industry:
Financial Services
Work:
Vestwell
Senior Manager, Client Success
Voya Financial Apr 2015 - Mar 17, 2019
Registered Representative
Voya Financial Sep 2017 - Mar 2019
Digital Strategy Consultant
732 Productions Sep 2017 - Mar 2019
Co-Founder and Producer
Td 2013 - Mar 2015
Financial Services Representative
Senior Manager, Client Success
Voya Financial Apr 2015 - Mar 17, 2019
Registered Representative
Voya Financial Sep 2017 - Mar 2019
Digital Strategy Consultant
732 Productions Sep 2017 - Mar 2019
Co-Founder and Producer
Td 2013 - Mar 2015
Financial Services Representative
Education:
Ocean County College 2015 - 2015
Academy For Real Estate Careers 2013 - 2013
Mount St. Mary's University 2009 - 2013
Bachelors, Bachelor of Science, Business, Finance Monsignor Donovan High School 2005 - 2009
Academy For Real Estate Careers 2013 - 2013
Mount St. Mary's University 2009 - 2013
Bachelors, Bachelor of Science, Business, Finance Monsignor Donovan High School 2005 - 2009
Skills:
Leadership
Powerpoint
Social Media
Public Speaking
Accounting
Corporate Finance
Business
Stock Market
Revenue and Profit Growth
Html 5
Sales
Day Trading
Data Analysis
Business Development
Investments
Finance
Fitness
Financial Services
Microsoft Office
Entrepreneurship
Real Estate
Microsoft Excel
Asset Management
Marketing
Personal Training
Time Management
Financial Analysis
Management
Teamwork
Product Development
Powerpoint
Social Media
Public Speaking
Accounting
Corporate Finance
Business
Stock Market
Revenue and Profit Growth
Html 5
Sales
Day Trading
Data Analysis
Business Development
Investments
Finance
Fitness
Financial Services
Microsoft Office
Entrepreneurship
Real Estate
Microsoft Excel
Asset Management
Marketing
Personal Training
Time Management
Financial Analysis
Management
Teamwork
Product Development
Interests:
Entrepreneurship
Economic Empowerment
Investing
Real Estate
Asset Management
Education
Environment
Tech Startup
Fitness
Corporate Finance
Stock Market
Animal Welfare
Hedge Funds
Health
Economic Empowerment
Investing
Real Estate
Asset Management
Education
Environment
Tech Startup
Fitness
Corporate Finance
Stock Market
Animal Welfare
Hedge Funds
Health
Certifications:
Nj Life Insurance License
Nj Accident & Health Insurance License
Microsoft Excel: Beginner, Intermediate, & Advanced Certifications
Nj Notary Public
Nmls License
Trx
Cpr-Aed For Lifeguards
Bloodborne Pathogens Training
Financial Industry Regulatory Authority (Finra)
Ocean County College
Mortgage Advisory Group Nmls/Cl 190465
Trx Suspension Training
American Red Cross
1-6 Investment Company and Variable Contracts Products License (Series 6)
Investment Company and Variable Contracts Products License (Series 6)
General Securities Representative License (Series 7)
Nj Accident & Health Insurance License
Microsoft Excel: Beginner, Intermediate, & Advanced Certifications
Nj Notary Public
Nmls License
Trx
Cpr-Aed For Lifeguards
Bloodborne Pathogens Training
Financial Industry Regulatory Authority (Finra)
Ocean County College
Mortgage Advisory Group Nmls/Cl 190465
Trx Suspension Training
American Red Cross
1-6 Investment Company and Variable Contracts Products License (Series 6)
Investment Company and Variable Contracts Products License (Series 6)
General Securities Representative License (Series 7)
Brandon Zisa Bayville, NJ
View pageWork:
TD Bank
Aug 2013 to 2000
Financial Service Representative
TD Ameritrade
Sep 2010 to 2000
TD Bank
Dec 2013 to Sep 2014
Business Development Manager
732 Ventures, Incorporated
May 2013 to Jul 2014
Co-Founder & Chief Operating Officer
TD Ameritrade
Sep 2011 to May 2013
Executive Committee Member (Vice President)
TD Ameritrade
Mar 2013 to Apr 2013
Wayne Township Treasury Department
Wayne, NJ
Jul 2012 to Aug 2012
Internship
Aug 2013 to 2000
Financial Service Representative
TD Ameritrade
Sep 2010 to 2000
TD Bank
Dec 2013 to Sep 2014
Business Development Manager
732 Ventures, Incorporated
May 2013 to Jul 2014
Co-Founder & Chief Operating Officer
TD Ameritrade
Sep 2011 to May 2013
Executive Committee Member (Vice President)
TD Ameritrade
Mar 2013 to Apr 2013
Wayne Township Treasury Department
Wayne, NJ
Jul 2012 to Aug 2012
Internship
Education:
St. Mary's University
Sep 2011 to May 2013
CFA in Finance Club
St. Mary's University
Jan 2011 to May 2013
Accounting Club
St. Mary's University
Emmitsburg, MD
Jul 2009 to May 2013
Richard J. Bolte School of Business
2012
Bachelor of Science in Finance
Sep 2011 to May 2013
CFA in Finance Club
St. Mary's University
Jan 2011 to May 2013
Accounting Club
St. Mary's University
Emmitsburg, MD
Jul 2009 to May 2013
Richard J. Bolte School of Business
2012
Bachelor of Science in Finance