Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

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


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

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

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

SSU Consultants


-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

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

Central Islip High School

Education medium 02

Suffolk Community College

Education medium 02