Jamie Mutinsky, Cfp® Email & Phone Number

Hackensack, Nj, Us

Hackensack, Nj, Us

Concord, California, Us

- Prepared spreadsheets compiled with hundred of new advisor leads- Adjusted webinar attendance to include those unrecognized by the Salesforce system- Assembled presentations with quarterly data for broker-dealers- Corresponded with advisors to schedule meetings with their prospective business consultant

Loudonville, Ny, Us

-Establish a welcoming living space that fosters mutual respect-Promote campus resources to new students to help ensure they have a successful start-Conduct daily checks of the building to assure the safety of residents-Document incidents according to policies and procedures in place-Collaborate and organize monthly programs that bring students together and promote the Siena community

Loudonville, Ny, Us

Cleveland , Ohio, Us

-Completed teller transactions to serve client’s banking needs-Transitioned consumers to the banking platform to improve their financial wellness-Identified product offerings in line with client needs and introduced them to these products-Monitored cash box to ensure limits were in compliance with rules and regulations

-Collect opinions from New York State Residents to inform policy makers-Survey accurately through randomized telephone calls to respondents -Correlate with respondents to ensure they remain on task -Demonstrate no bias throughout surveys to ensure the validity of the poll results

-Monitor students in the special education summer program to ensure their safety-Assist students on their worksheets and problems to help them understand materials-Construct activities for the pupils to learn life skills-Execute tasks such as feeding, changing, and taking children on and off the bus

Pearl River, Ny, Us

-Checked and reviewed financial budgets to provide correct balances-Composed spreadsheets detailing the company's expenses-File and organize paperwork