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James Grimaldi

James Grimaldi

Financial advisor

New York life

Ronkonkoma, NY


Mid Island Hyundai

Sales person/Assistant service manager/Service Writer

-Assisted service manager in day to day operations
-Communicated status of job service as necessary
-Served as primary point of contact for customers
-Determined product warranty status and assisted in processing customers' warranty claims

Career medium 03
Career medium 02

SSU Consultants

Partner/ Consultant

-Discussed with clients about credit counseling and debt settlement and mortgage modification
-Counseled about debt repayment plans and budgeting
- Supervised debt counselors and developed marketing strategies to develop new customer base
-Developed strategies to best allocate marketing budget for maximum impact


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 05
Career medium 04

J.P Turner & Company

Registered representative/ Stock broker

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


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 card
-Assisted in planning and maintaining deptartment budget
-Monitored shipments to ensure customer satisfaction

Career medium 04

Suffolk community college

Central islip high school