Jonathan Dicent

Corona, NY

Financial Services

Merrill Edge Dec 2018 - Aug 2019
Financial Solutions Advisor
The Nybb Group Dec 2018 - Aug 2019
M and A Advisor
Policygenius Inc. Dec 2018 - Aug 2019
Insurance Advisor
Jpmorgan Chase & Co. Mar 2018 - Dec 2018
Relationship Banker
Santander Bank, N.a. May 2017 - Mar 2018
Relationship Banker

Microsoft Office
Customer Service
Microsoft Word
Microsoft Excel
Powerpoint
Sales
Leadership
Teamwork
Training
Public Speaking
Networking
Time Management
Organization Skills
New Client Acquisitions
Client Services
Client Relations
Direct Sales
Group Presentations
Customer Relationship Management
Risk Analysis
Zendesk
Google Chrome
Management
Microsoft Powerpoint
Research
Series 6
Wealth Management
Financial Analysis
Finance
Investments
Financial Services
Financial Advisory
Cross Selling
Salesforce.com
Portfolio Management
Retirement Planning
Asset Management
Business Development
Account Management
Financial Planning
Customer Acquisition Strategies
Google Suite
Cold Calling
Lead Generation
Business To Business
Sales Process
Sales Prospecting
Business Acumen
Outside Sales

English
Spanish

Variable Life & Health Insurance Agent License
Series 66 License
Series 7 License
Comptia A+
Comptia

J&K Wines & LiquorsFeb

2014 to 2000
Sales Associate
Francis Lewis Liquor Store

Nov 2012 to Feb 2013
Sales Associate

Cisco Academy Network Information
Jan 2015
Technology Service Corps Program
Queens College, The City University of New York
Bachelor of Arts in Sociology/Urban Studies

Bilingual: Fluent in Spanish