Jonathan Weinsoff Deleo Email & Phone Number

Westport, Ct, Us

Stamford, Connecticut, United States

Stamford, Ct

Stamford, Connecticut

Stamford, Connecticut

Stamford, Ct

Stamford, Connecticut

Using a vast array of formulas and tools to manipulate raw data; turning it into a presentable form for clients Used excel to manage and merge data points across multiple data sets to create a uniform list of informationTest surveys for a variety of potential issuesUpdate materials to reflect current performance dataAssist the Investment Management Team with a wide variety of tasks, including building PowerPoint presentations.

Westport, Connecticut

Assist in all function of sales, returns and design help for customersManage and organize stock room, as well as all incoming and outgoing inventory items

Greenwich, Connecticut

Assisted two financial advisors with their client's retirement savings and investment accounts. Worked within a team that maintains and increases the wealth of individuals and families.Used excel frequently to building comparisons models for investment options for clients. Worked closely with corporate and small business 401(k) plans, and their employees.

Westport, Connecticut

Assisted new, and previous clients, with designing and decorating rooms. Would start from scratch to decorate and build a room that suited their current needs. Processed orders and deliveries of new furniture.

Norwalk, Connecticut

Established, developed and maintained business relationships with current and prospective customers Build and maintained a knowledge database of vehicles and features including technical issues, competitive activities, advertising and promotional trends within the automobile industry for the current and past periodsAdministered test drives while explaining benefits of vehicle Wrote sales orders and took deposits on new and used vehicle sales and delivered vehicle to new owner