Summary
Overview
Work History
Education
Skills
Timeline
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Grant Marcello

Mandeville

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience

Work History

Financial Planner

The Consortium
06.2021 - 09.2023
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Established and deepened existing client relationships through complex financial planning.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Developed recommendations specific to client's financial situation on variety of topics.

Realtor

Watermark Realty
01.2018 - 09.2021
  • Resolved client concerns related to home purchases to maintain high satisfaction ratings.
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Wrote contracts to outline sales and purchases of properties.
  • Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
  • Compared recently sold area properties to determine competitive market prices.

Education

Finance

Southeastern Louisiana University
Hammond, LA
05-2021

Skills

  • Financial plan preparation
  • Budgeting expertise
  • Client relationship development
  • Investment planning
  • Purchase agreement management
  • Price structuring
  • Property research
  • New market research

Timeline

Financial Planner

The Consortium
06.2021 - 09.2023

Realtor

Watermark Realty
01.2018 - 09.2021

Finance

Southeastern Louisiana University

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Grant Marcello