Jonathan C. Dombrowski Email & Phone Number

Orchard Park. Ny

I offer Financial Planning services for both businesses and individuals including Investment Management, Retirement Planning, Life Insurance, & Estate Planning.

Orchard Park, Ny

Started work as a Paraplanner in June 2014 and was promoted to Financial Planner in January 2016.

Buffalo/Niagara, New York Area

Responsible for daily branch operations and logisticsPrimarily customer service oriented businessStrong sales performer, recognized several times for top sales in the areaTurned a break-even branch into a profitable branch by driving income and managing costsResponsible for collecting A/R’s and managing debt from customers and accountsAssistant Manager at several locations working with various accounts and cliental

Responsible for smooth operation of front deskCheck-in and Check-out of both guests and ownersCreate reservations for groups and familiesEnsure guests and owners are fully satisfied with stay

Set up appointments with prospective clientsDetermine best insurance fit for their familyField-write contracts for new clients

Prepared food to be cooked in a fast paced environmentEnsure kitchen was maintained and kept clean and waste freeStreamlined kitchen activities to reduce confusion and created a more user friendly process

Track Sales of auctioned vehiclesEnsure proper procedures were followed on auction siteCollate titles and deeds of sold vehiclesResponsible for acceptance of payments in office after auction completionFinalize transfer of ownership to new owners of vehicle

Manage shipments in and out of store Ensure customer satisfaction with merchandise and help each customer find desired size and styleAdvised managers on new display set-up to maximize the styles and variety of clothing options shown in-storeResponsible for implementing new storage of merchandise to facilitate ease of moving and protect products from damage, saving company minimum of one hundred dollars per weekEarned top sales associate three consecutive years (2005-2007)

Bachelor Of Commerce, Finance

Bachelor Of Business, Business Management & Finance, Grade Point Average At Graduation: 3.8

Degrees Attained: Business Majoring in Business Management Commerce Majoring in Finance Completed Additional Training in Fin Analysis.

Grade Point Average At Graduation: 94% Or 3.9

Ignatian Scholar Student: Honors and AP program Achieved Academic Honors every quarter since freshman year