Aaron Alleyne
Bethlehem
Summary
Background in financial services, client relationship management, and team leadership. Known for building strong relationships, providing dependable client support, and working collaboratively in fast-paced environments. Committed to learning, maintaining regulatory standards, and delivering excellent service.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Registered Representative
NYLIFE Securities LLC
01.2025 - Current
- Assist clients with investment strategies aligned with their financial goals, risk tolerance, and time horizon.
- Recommend investment products, including mutual funds and retirement solutions, based on clients' objectives.
- Conduct ongoing portfolio reviews and communicate recommendations based on clients' financial needs.
- Ensure recommendations and transactions comply with FINRA, SEC, and company regulations.
- Collaborate with financial professionals to support comprehensive financial planning strategies.
- Build and maintain client relationships through ongoing communication, networking, referrals, and community engagement.
Financial Professional
New York Life Insurance Company
09.2023 - 01.2025
- Conducted financial needs analyses to recommend life insurance, disability income insurance, long-term care insurance, and retirement planning solutions.
- Educated clients on financial protection, retirement planning, and wealth preservation strategies.
- Worked with individuals, families, and business owners to identify financial priorities and develop personalized protection strategies.
- Built long-term client relationships through regular reviews and ongoing support.
- Expanded business through referrals, networking, and community outreach.
- Maintained accurate client records while adhering to company policies and regulatory requirements.
Service & Engagement Team Leader
Target
11.2020 - 09.2023
- Led front-end operations while supervising and developing a team focused on delivering exceptional customer service.
- Trained and coached team members to improve performance, engagement, and leadership skills.
- Resolved customer concerns professionally while maintaining a positive shopping experience.
- Reviewed business metrics and guest feedback to identify opportunities for operational improvement.
- Supported inventory management, fulfillment operations, and cross-functional store initiatives.
Guest Service Team Member / Hardlines Team Member
Target
08.2017 - 11.2020
- Processed transactions accurately while providing exceptional customer service.
- Assisted customers with purchases, returns, exchanges, and online order fulfillment.
- Supported merchandising, inventory replenishment, and daily store operations.
Cart Attendant
Target
07.2014 - 08.2017
- Assisted customers with carryouts and maintained shopping cart availability.
- Supported front-end operations and helped maintain a clean, safe shopping environment.
Desk Monitor
Harcum College
01.2014 - 05.2014
- Monitored residence hall access and verified visitor compliance with campus policies.
- Performed routine security checks while assisting residents and guests.
Education
Economics
Pennsylvania State University – Lehigh Valley
Center Valley, PASports Management
Northampton Community College
Bethlehem, PASports Management
Harcum College
Bryn MawrHigh School Diploma -
Freedom High School
06-2013
Skills
- Client Relationship Management
- Business Development
- Prospecting & Networking
- Team leadership
- Communication
- Customer Service
- Problem Solving
- Financial Planning
- Investment Solutions
- Retirement Planning
- Risk management
- Compliance management
Certification
- FINRA Securities Industry Essentials (SIE)
- FINRA Series 6 Registration
- Registered Representative – NYLIFE Securities LLC
Timeline
Registered Representative
NYLIFE Securities LLC
01.2025 - Current
Financial Professional
New York Life Insurance Company
09.2023 - 01.2025
Service & Engagement Team Leader
Target
11.2020 - 09.2023
Guest Service Team Member / Hardlines Team Member
Target
08.2017 - 11.2020
Cart Attendant
Target
07.2014 - 08.2017
Desk Monitor
Harcum College
01.2014 - 05.2014
Economics
Pennsylvania State University – Lehigh Valley
Sports Management
Northampton Community College
Sports Management
Harcum College
High School Diploma -
Freedom High School