Nicholas Fiorella Email & Phone Number

Colorado, United States

Greenwood Village, Colorado, United States

- Managed and assisted with day-to-day operations and functions for a financial advisor. This included calendar management, data entry, filing, data management, record keeping, application processing, compliance and client services. - Prepared, proofread, process and track incoming and outgoing applications.- Performed financial research on life insurance policies, stocks, annuities, and other product offerings for advisor and clients.- Maintained client records and files within the… Show more - Managed and assisted with day-to-day operations and functions for a financial advisor. This included calendar management, data entry, filing, data management, record keeping, application processing, compliance and client services. - Prepared, proofread, process and track incoming and outgoing applications.- Performed financial research on life insurance policies, stocks, annuities, and other product offerings for advisor and clients.- Maintained client records and files within the secure CRM software, Redtail. - Learned and Utilized softwares such as Salesforce, Microsoft Suite, and other programs on a daily basis.-Operate the phone system with excellent customer service skills to handle any incoming client or prospective client needs.-Carefully prepare, proofread, process, and track incoming and outgoing applications, paperwork, reports, and other confidential documents. Maintained an accurate database of secure client information.-Prepared financial reports to compare product offerings with the financial advisor to create a financial plan. Show less

Harvey Cedars, Nj

 Supervised swimming activities on an ocean beach to ensure all guidelines and safety procedures are followed. Proactively informed swimmers of improper or dangerous activities and water safety policies. Evaluated conditions such as weather or ocean currents, to ensure safety and initiate emergency action plan as required. Effectively communicated with swimmers and beachgoers using verbal commands and whistle. Instructed and assisted the Lifeguard in Training program to train… Show more  Supervised swimming activities on an ocean beach to ensure all guidelines and safety procedures are followed. Proactively informed swimmers of improper or dangerous activities and water safety policies. Evaluated conditions such as weather or ocean currents, to ensure safety and initiate emergency action plan as required. Effectively communicated with swimmers and beachgoers using verbal commands and whistle. Instructed and assisted the Lifeguard in Training program to train and teach young children and teenagers as a pipeline for future lifeguards. Key Achievements• American Red Cross certified in First Aid, CPR and EMT Training• Youngest professionally certified Professional Rescue Operator under the K38 Rescue Training Show less