Mason Noskowiak
North Kansas City
Summary
Resourceful Financial Advisor recognized for high productivity and efficient task completion. Specialize in financial planning, risk management, and client relationship building. Excel in communication, problem-solving, and adaptability, ensuring seamless handling of complex financial portfolios and fostering lasting client trust.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch and Bank of America
Kansas City
09.2022 - Current
- Conducted financial reviews with clients to identify needs and objectives, developed financial strategies tailored to individual circumstances.
- Analyzed client's current financial situation and prepared detailed reports outlining potential risks
- Creating holistic financial plans utilizing both investment and bank solutions
- Cultivated relationships with clients to foster long-term partnerships.
Business Development Representative
Real Equity Management
Columbia
10.2020 - 09.2022
- Developed relationships with potential clients to expand business opportunities.
- Conducted market research to identify emerging trends and customer needs.
- Collaborated with sales teams to create tailored proposals for clients.
Financial Intern
Morgan Stanley
Springfield
06.2022 - 07.2022
- Provided marketing and sales support for advisors
- Gained exposure to the wealth management business, product, and services
Bartender
Pressed
Columbia
08.2020 - 07.2022
- Participated in weekly team meetings to discuss goals and objectives set by management.
- Managed bar area, cocktail design and menu and handled inventory, regulation compliance, and customer relationships.
Education
Bachelor of Science - Business Administration
University of Missouri
Columbia, MO 08.2018 - 07/2022
Skills
- Financial analysis
- Risk assessment
- Customer relationship management
- Effective communication
- Time management
- Team collaboration
- Financial planning
- Retirement planning
- Asset allocation
- Wealth management
Certification
- Series 7
- Series 66
- (CRPC) Chartered Retirement Planning Counselor
- (AWMA) Accredited Wealth Management Advisor
Volunteer Experience
- Cedar Creek Therapeutic Riding Center, Columbia, MO, Counselor, Provided emotional support and guidance to children with disabilities in a structured volunteer setting
- Phi Delta Theta, Columbia, MO, Participated in fundraising initiatives to support ALS research and patient care through the Live Like Lou Foundation
Timeline
Financial Solutions Advisor
Merrill Lynch and Bank of America
09.2022 - Current
Financial Intern
Morgan Stanley
06.2022 - 07.2022
Business Development Representative
Real Equity Management
10.2020 - 09.2022
Bartender
Pressed
08.2020 - 07.2022
Bachelor of Science - Business Administration
University of Missouri
08.2018 - 07/2022