Joshua Hollenbeck
Greenville
Summary
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Associate Financial Planner
Hanover Advisors Inc.
03.2023 - 12.2024
- Mastery of financial planning software RightCapital
- Collaborated closely with team members on complex cases requiring specialized expertise.
- Developed comprehensive financial plans aligning with client goals and risk tolerance.
- Facilitated client meetings to present financial recommendations and address inquiries.
- Enhanced operational efficiency by streamlining documentation and reporting systems.
- Engaged in continuous professional development to stay updated on industry regulations and trends.
- Monitored and tracked clients'' progress towards their financial goals, adjusting plans as necessary.
Customer Service Staff
Publix Super Markets
09.2017 - 01.2023
- Coordinated and supervised front end employees
- Audited, posted and balanced cashier and daily store accounts
- Enhanced customer satisfaction by promptly addressing concerns and providing effective solutions.
- Performed any unsatisfied roles in order to maintain high-level work environment
- Selected by manager to train new hires on cash handling and store leadership roles
- Use of software to balance end-of-day store accounts and declare account balances
- Provided exceptional customer support, resolving inquiries and complaints efficiently.
Education
Bachelor of Science - Accounting, Management
Clemson University
Clemson, SC05.2021
Skills
- Adept at using technology
- Proficient in Microsoft Office suite
- Quick software learner
- Responsive to new challenges
- Team leadership
- Strong work ethic
- Analytical problem solving
- Strong verbal and non-verbal communication
Timeline
Associate Financial Planner
Hanover Advisors Inc.
03.2023 - 12.2024
Customer Service Staff
Publix Super Markets
09.2017 - 01.2023
Bachelor of Science - Accounting, Management
Clemson University
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