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James Grimaldi

James Grimaldi

Financial Advisor/Service Advisor/Assistant Service Manager

Atlantic Auto Group

Suffolk County, NY

Looking for a place where I can move up and be the best I can be

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Federated Payment Systems

Shipping/Receiving Manager

-Supervised subordinate employees and ordered supplies
-Developed procedures for quality/inventory control
-Prepared, maintained and evaluated employee performance reviews and time cards
-Assisted In planning and maintaining department budget
-Monitored shipments to ensure customer satisfaction

Career medium 03
Career

J.P Turner & Company

Registered Representative/Stockbroker

-Assist clients in making safe and profitable investments
-Research financial and stock markets to recognize trends and mitigate risk and maximize profits
-Generate leads from existing clients

Career medium 02
Career

New York Life

Financial Advisor

-Develop and cultivate client base for the company
-Analyze client needs and investment opportunities
-Build client relationships based on strategies meeting clients' financial goals
-Market and promote companies financial services and products as per policy and procedures
-Prepare and deliver presentations to potential clients

Career medium 06
Career

SSU Consultants

Partner/Consultant

-Developed strategies for clients for debt management and mortgage modification
-Counseled clients on dept repayment plans and budgeting
-Supervised debt counselors and developed marketing strategies to develop a new customer base
-Developed strategies to best allocate marketing budget for maximum impact

Career medium 06
Career

Atlantic Auto Group

Service Advisor/Assistant Service Manager

-Assisted service manager in day to day operations
-Communicated status of job service as necessary
-Served as primary contact point for customer
-Determined product warranty status and assisted in processing customer warranty claims
-Completed coding on all warranty repairs.

Career medium 04
Career

Central Islip High School

Education medium 02
Education

Suffolk Community College

Education medium 02
Education