Spencer Kostrinsky Email & Phone Number

New York, NY, US

New York, NY, US

New York, NY, US

• Collaborated with a financial advisor and firm partners to grow assets under management across hundreds of family relationships
• Used Salesforce and digital tools to execute a diverse set of business processes based on direct client communication to enable the advisor to focus on business development
• Recognized by our largest client for communicating effectively and being reliable to answer requests

St. Louis, MO, US

• Communicated and followed-up with 40+ prospects per week through door knocking, cold contacts and networking to create sales opportunities
• Strengthened client relationships by providing education on products being sold including cash strategies and stocks and how they aligned to their financial goals
• Completed operational tasks like account opening and trade execution under tight client deadlines

St. Louis, MO, US

• Passed the following exams: SIE, Series 7 Top-Off, Series 66, Life and Accident & Health Producer
• Generated sales opportunities through face-to-face introductions in Glen Rock, NJ

• Created a local restaurant review blog in college that evolved into @food.prn.share, a profitable food Instagram account with 300K followers and over 3.3M posts on a submission hashtag (#foodpornshare)
• Sold $45K of social media sponsored posts to small businesses and global brands including Coca-Cola
• Built a loyal niche community resulting in 4,000 – 5,000 likes and hundreds of comments per post

GB

• Evaluated the effectiveness of Sarbanes-Oxley (SOX) controls and created process narratives, flowcharts and control testing spreadsheets to meet compliance requirements and mitigate financial risk
• Investigated a bank’s data flow from source documents to system generated regulatory reports, uncovering potential Balance Sheet misstatements
• Presented a detailed project management tracker to the client to highlight team accomplishments

GB

• Prepared extensive document requests for process owners during the audit process and facilitated business walkthroughs with different levels of management to drive production of operational workflow documents/audit.
• Interviewed 20+ executives and senior management as part of a risk assessment to identify key areas of risk and create a targeted audit plan
• Partnered with coworkers to coordinate a comprehensive onboarding presentation for new hires and managed the Connections Over Coffee initiative, which matched new staff to meet with senior team members, to help.

• Partnered with the start-up founder to collaborate with health & wellness businesses to source product for a subscription box
• Built a multi-platform social media strategy with a focus on Pinterest, Instagram and blog posts

Astoria, NY, US

• Improved organizational records and completed bank reconciliations using QuickBooks software
• Assisted in filing invoices and entering transactions into QuickBooks for bill pay