Adam Iorfida Email & Phone Number

St. Louis, Mo, Us

St Louis, Missouri, United States

-Collaborated with eight other SLU representatives to organize a ski trip, with the goal of providing an organized, safe, and beneficial experience for fellow SLU students-Top-selling individual sales representative from SLU, accounting for 27% of trip sales-Conducted informative presentations to engage with the community, resulting in a 42% increase in team sales from the previous year-Reformed the approach to community outreach – creating marketing tactics such as price comparisons, promotional efforts, and social media engagement

St Louis, Missouri, United States

-Served as the leader of the 100+ member organization, providing personal and professional guidance to younger members of the fraternity-Directed and collaborated with eight other executive positions: conducting internal business, mitigating risk situations, and planning social, service, and philanthropy events-Implemented core values of cultivation of intellect, trust, integrity, responsible conduct, and mutual aid/assistance

Chesterfield, Missouri, United States

-Collaborated with the President of the company on portfolio building, estate planning, and retirement planning projects-Created presentations and informational documents to educate prospective and existing clients-Attended retirement planning client meetings and sent summary notes and suggestions to clients-Organized and assisted in new client seminars regarding taxes in retirement and social security-Worked with financial planning software including TD Ameritrade, Kwanti, Nitrogen, and eMoney

St Louis, Missouri, United States

-Attained hands-on experience with private equity and portfolio companies, primarily in data entry-Assisted the Segue Partners, LLC accounting team with client projects in onboarding and invoice processing -Navigated technological interfaces including QuickBooks, Citrix, Excel, and Only Office

Cincinnati, Ohio, United States

-Resolved customer concerns by listening intently, communicating calmly and concisely, and de-escalating tense situations.-Performed cash, check, and credit card analysis, confirming the accuracy of each account -Handled cash, credit, and check payments

Bachelor'S Degree, Finance, General, 3.75/4.0 Gpa

Activities and Societies: Beta Theta Pi Fraternity President, Honors College, Women's Safehouse Volunteer, Outside Life Chapter.

4.0/4.0 Gpa

Activities and Societies: Track & Field, Football, Homeroom Leader, Big Brothers, People Working Cooperatively