Anthony Mendoza Email & Phone Number

Huntington Station, Ny, Us

Huntington Station, Ny, Us

Albany, New York Metropolitan Area

Completed over 100 shareholder change of dealer transactions through Salesforce, ensuring accuracy and timely execution. Opened and maintained more than 300 National Financial Services (NFS) accounts on Wealthscape, supporting smooth account operations.Implemented process improvements for handling shareholder requests and account management, resulting in increased efficiency and reduced processing time.

Identified campus and community resources available to the local chapter, make those resources available to individual members, and in the process, break down barriers to members so they can get the help that they need.Cultivated relationships with local community health experts who can support the mission of Sacred Purpose.

Held weekly chapter meetings of around 50 men. Develop long term and oversee day to day operations for the fraternity and its members. Ensure all efforts and objectives are running smoothly through team members.Collaborate with the chapter and Headquarters to provide transparent communications with all partners. Provide a strong understanding of national and local goals while encouraging dynamic team opportunities.

Led market analysis in the energy sector, identifying 3 key trends that influenced strategic investment decisions. Computed a analytic (CAGRs) of each segment of the artificial intelligence in energy market and prepared financial models whilst assessing the impacts of recent events against expected drivers to provide insight on the competitive market landscape.Compiled and presented a market analysis of 3 emerging company specific case studies and offered strategic recommendations to guide investment decision.

New York City Metropolitan Area

Conducted in-depth financial analysis to support senior advisors in the development of personalized financial plans and strategies for clients.Supported marketing and client outreach initiatives, assisting in the preparation of materials and participating in client events to enhance engagement and relationships.

Albany, New York, United States

Provided personalized assistance to customers in English and Spanish regarding T-Mobile's mobile services, plans, and products, ensuring clear and effective communication.Acted as a liaison between customers and technical support teams, escalating complex issues as needed and ensuring timely resolution to enhance customer satisfaction.Utilized active listening and problem-solving skills to assess customer needs and recommend appropriate mobile solutions, leading to increased customer satisfaction and retention.

Albany, New York, United States

Conducted daily outreach by making prospective phone calls to potential clients, generating new leads and fostering initial relationships to expand the firm's client base.Participated in continuous professional development through training sessions, workshops, and certifications to enhance expertise in financial advising and stay current with industry standards and innovations.Engaged in consultative conversations to understand clients' financial goals, needs, and risk tolerance, enabling tailored advice and personalized financial planning.

Syosset, New York, United States

Oversaw a cash box with a daily balance averaging $7,000, maintaining impeccable accuracy with zero discrepancies or errors throughout the internship period.Proactively identified customer needs and effectively cross-sold a variety of bank products, such as high yield savings accounts, contributing to the bank’s overall sales and growth objectives.Adhered strictly to security protocols and compliance standards, safeguarding customer information and bank assets, and maintaining the confidentiality and integrity of sensitive financial data.

Bachelor'S Degree, Business Economics

Education record