Alen begovic
santa clara
Summary
Proactive and results-driven, I excelled as a Financial Advisor Assistant at Thrivent, where I worked with Devon Blair Financial Advisor to enhance lead generation through innovative web scraping and cold calling strategies. My expertise in investment strategies and ethical behavior, coupled with a knack for analytical thinking, significantly contributed to my work with Mr. Blair.
Overview
1
1
year of professional experience
Work History
Financial Advisor Assistant
Thrivent
07.2024 - Current
- Collaborated with Devon Blair Financial Advisor on generating more leads, sharing insights gained from daily interactions with cold calling potential clients.
- Web Scrapping to generate more leads, helping generate more clients
Owner
Simply Mochi LLC
03.2024 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Education
High School Diploma -
Santa Clara High
Santa Clara06-2024
Skills
- Ethical behavior
- Portfolio management (manage my parents portfolios)
- Investment strategies (4years investing in the stock market)
- Multitasking and organization
- Verbal and written communication
- Analytical thinking
Timeline
Financial Advisor Assistant
Thrivent
07.2024 - Current
Owner
Simply Mochi LLC
03.2024 - Current
High School Diploma -
Santa Clara High
Similar Profiles
Addalee BickneseAddalee Bicknese
Office Professional at ThriventOffice Professional at Thrivent
Andrea FloresAndrea Flores
Lead Interaction Specialist at ThriventLead Interaction Specialist at Thrivent
PatrickKlenner PatrickKlenner null
Finanacial Advisor at ThriventFinanacial Advisor at Thrivent
Francis Patrick (Pat) McGarry IIIFrancis Patrick (Pat) McGarry III
Advisor at ThriventAdvisor at Thrivent
Seth BushSeth Bush
Infantryman at Department Of DefenceInfantryman at Department Of Defence