JERON ADAMS
Oshawa,ON
Summary
Accomplished Broker adept at growing business through deep knowledge of financial services and strong relationship-building abilities. Leveraging over 3 years of experience to generate profits and dividends.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Broker
World Financial Group, Inc.
01.2023 - Current
- Streamlined processes to improve efficiency in managing client accounts and transactions.
- Developed strong relationships with clients, ensuring trust and confidence in their financial decisions.
- Worked closely with compliance officers to ensure adherence to industry regulations and company policies.
- Analyzed complex financial data to identify investment opportunities for clients.
Retail Management
Fresh.Co
01.2019 - 07.2022
- Organize and face shelves
- Take inventory and restock
- Communicate and meet demands of customers
- Cleaning and maintaining the facility
- Personal Experience
- Computer System Experience
- Home lab with multiple pc’s, router and laptop
- Demonstrated my ability to assemble a working PC in an hour
- Able to repair and access software issues.
Office Assistant
Kingsway College
01.2016 - 01.2017
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
- Make copies of correspondence or other printed material.
Education
High School Diploma -
Maxwell Heights Secondary School, Durham College
Oshawa, ONSkills
- Time management
- Teamwork
- Customer service
- Problem-solving
- Investment strategies
- Estate planning
Certification
- LLQP
Timeline
Financial Broker
World Financial Group, Inc.
01.2023 - Current
Retail Management
Fresh.Co
01.2019 - 07.2022
Office Assistant
Kingsway College
01.2016 - 01.2017
High School Diploma -
Maxwell Heights Secondary School, Durham College
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