Joseph DiMarco Resume 12.29.15
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Transcript of Joseph DiMarco Resume 12.29.15
Joseph M. DiMarco www.linkedin.com/in/dimarcojoseph913 Fifth Street Ocean City NJ 08226
Cell: 610.717.7104 ▪ e-mail: [email protected]
Professional Summary Experience demonstrating ability to plan/prioritize tasks and meet deadlines; manage people and projects; collaborate
internally/externally; make autonomous decisions and influence change and outcomes An unwavering interest in exploring/understanding financial markets backed by strong academic credentials and
commitment to continued learning Effective communicator, natural ability to share information that is concise and accurate
EDUCATION & ACADEMIC SAINT JOSEPH UNIVERSITY | Philadelphia, PA
BACHELOR OF SCIENCE, Finance/Financial Planning | GPA: 3.29 |May 2016 Saint Joseph Financial Planning and Wealth Management Society: Founder and active President of Society and Manager
of FP Investment Program. Leader in the effort for the expansion of the SJU Financial Planning Program. Pennsylvania Department of Insurance Residential Producer: Licensed to sell Accident, Health & Life products in the state
of Pennsylvania. Knight of Columbus: Working with the Catholic community to spread the word of Christ and explore the deeper meaning of
religion. OCEAN CITY HIGH SCHOOL | Ocean City, NJ
DIPLOMA | General Studies | 2012 Varsity Crew Second place winner of national stock competition
EXPERIENCECORPORATE FINANCIAL SERVICES| Philadelphia, PA | March 2015-October 2015
Paraplanner Actively manage the client database and coordinate client affairs with the Financial Planner. Proficient in insurance products
and tools necessary to complete the underwriting process. Also assist heavily in the completion and orchestration of the steps for executing and delivering insurance products to clients.
Trained in a variety of investment allocation/coordination tools and assists in client asset management under supervision of the Advisor.
AMERIPRISE FINANCIAL | Conshohocken, PA April 2014-August 2014 INTERN
Prepared client paperwork for corporate processing/excel worksheets for clients Scheduled company calendar Familiarized with Ameriprise Insurance and Investment Products
OCEAN CITY | Ocean City, NJ | Summer 2013MANAGER Manager of handicap beach wheelchair operations Created scheduling and prepared paperwork/fixed and maintained inventory levels
SAINT JOSEPH UNIVERSITY | Philadelphia, PA VOLUNTEER | Spring 2013-Fall 2014 Volunteered time to help the homeless of Philadelphia Volunteering currently with Gompers as an active tutor for students struggling with homework Learned time management skills and the importance of giving back to your community
AMERIPRISE FINANCIAL | Linwood, NJ INTERN
Investments and financial data entry Organized flies for customers into online documents to reduce the use of paper files.