Timothy Bertrand Email and Phone Number

Part-time Warehouse Associate on weekends.Assisted in making FC processes more efficient by performing a variety of roles within the fulfillment centerProvided training to new associates during their probationary learning period

. Execute financial planning and analysis with the purpose of enhancing the financial state of the client. Grow company AUM through a blend of outbound calling, social media outreach, and referrals. Formulate and implement financial/retirement planning along with risk management strategies to grow and protect client assets through financial analysis and modeling through MorningStar and Excel. Populate and submit dozens of account forms and insurance applications on behalf of clients to provide streamlined service

• Leveraged multiple recruiting platforms such as Indeed, LinkedIn, Ziprecruiter and Handshake to prospect new potential advisors for the firm• Was accountable for certain recruiting goals per week and interviews booked• Oversaw advisor meetings and learned about the client acquisition process at a high level• Began the licensing process with the firm.

• Assist with food service to restaurant patrons.• Provides superior customer service to promote customer retention

• Assisted the team responsible for the Frozen Foods Department. Successfully stocked and organized a variety of consumer goods.• Gained experience transitioning foods from a warehouse environment to the refrigerated compartments on the sales floor. • Effectively communicated with consumers, peers and management personnel often regarding acquired product knowledge.Seasonal Employment

Gained invaluable information on careers in the field of law. •Participated in activities including visits to the Federal Air Marshals, meeting with judges and participating in a mock trial with my peers. •Attended the Trooper Youth Academy at the New Jersey State Police training center in Sea Girt, New Jersey