Northeast Financial Network 

Financial Advisor at Northeast Financial Network (Roslyn, New York, United States). 2/2021 - Present. 
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 101 CRAWFORDS CORNER ROAD, SUITE 2405, HOLMDEL NJ, 07733, 908-709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Northeast Financial Network is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Financial Advisor

Cintas

• Identify, present and close uniform and facility service solutions within the healthcare, government, education, restaurant and service industries.
• Develop and qualify new business opportunities through cold calling, networking, referrals and online marketing.
• Create and distribute customized Cintas brand, Chef Works and Carhartt work apparel to prospective businesses.
• Completed Cintas’ comprehensive 13-week sales training program.

Sales Representative

Big Geyser: Greenway Distributing Corp.

• Promoted a diverse product portfolio containing non-alcoholic beverage and snack brands to prospective and existing businesses in Brooklyn, New York.  
• Responsible for sales revenue exceeding $1.5 million in 2018. This represents a 15% revenue increase over previous year.
• Increased Honest Tea and Zico Coconut Water sales by 10% and 5%, respectively, while regional average sales growth declined.
• Outpaced Big Geyser’s sales average by reaching triple digit growth for Essentia Water, Celsius, Cira Aloe, and Beanfields.
• Maintained a strong rapport with over 250 weekly customers.
• Facilitated the sale and delivery of products to accounts.
• Demonstrated product functionality and executed sales transactions with new and established customers.
• Developed pricing strategies that increased sales volume and maintained profit margin.
• Accelerated sales growth by collaborating with supplier representatives and identified new brand opportunities.
• Advised delivery drivers of daily schedule and responsibilities.
• Accommodated client requests and ensured products were delivered in a timely and professional manner.
• Generated and finalized customer invoices.
• Managed accounts receivable and payable, and verified product inventory.

General Manager

Morgan Stanley

• Member of the FID OTC Derivatives Client Processing Confirmations Team.
• Responsible over the full lifecycle of a trade – from pre-trade analytics through affirmation and
execution – for products that include Credit and Interest Rate Derivatives.
• Identified and mitigated risk by thoroughly analyzing and interpreting transaction data.
• Fostered strong relationships with over 400 clients.
• Collaborated with various internal teams to produce the best results possible for the firm’s clients.

Operations Analyst

We inspire confidence and clarity by creating purposeful relationships with a clear focus on what matters most. Through financial efficiency and coordination, our team builds a strong relationship with each client to construct comprehensive financial strategies for accumulation, distribution, and preservation of wealth.
/COMPLIANCE:2023-3748/

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