Marc Gueriera Jr
West Chester,PA
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
7
7
years of professional experience
Work History
MFG Capital LLC
Self-Employed
03.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Put distressed properties under contract at deep discounts
- Assigned contracts to real estate investors
Regional Sales Consultant, Northwest & Southwest
PCS Retirement, LLC
04.2021 - 02.2024
- Supported the Regional Vice President in acquiring retirement plans and establishing relationships with Advisors
- Worked closely with Advisors & RIAs in onboarding retirement plans and executing fund changes
- Assisted Advisors with prospecting, ran proposals, benchmarking reports, and handled all incoming paperwork for plan set-up
Ultra-High Net Worth Client Consultant
Vanguard
08.2020 - 03.2021
- Professional Selling Skills (Miller Heiman) Trained
- Used Sales Framework to assist clients make informed, mutually beneficial decisions with deep needs assessment conversations
- Serviced clients' accounts with at least $5 million or greater
Brokerage Orders Representative
Vanguard
09.2019 - 08.2020
- Trained in placing stock, ETF, and mutual fund orders
- Assisted clients in investment guidance conversations
- Evaluated client's portfolios in order to help them maintain a suitable asset mix
Brokerage Investment Professional
Vanguard
08.2018 - 09.2019
- Aided clients in opening accounts, asset transfers, and rollovers
- Placed mutual fund trades and handled general account maintenance
Education
Bachelor of Business Administration - Finance
James Madison University
Harrisonburg, VA05.2018
Skills
- Strategic Business Insight
- Excel Proficiency
- Audience-Centric Communication
- Client Relationship Management
- Effective Sales Techniques
- Positive Interpersonal Skills
- Collaborative Teamwork
- Client Support
- Strategic Solution Development
- Detail-Oriented Approach
Licenses
Real Estate - Pennsylvania Salesperson Real Estate Examination and the National Licensing Examination
SIE – Securities Industry Essentials Examination
Series 7 – General Securities Representative Examination
Series 63 – Uniform Securities Agent State Law Examination
Series 66 – Uniform Combined Law State Examination
Timeline
MFG Capital LLC
Self-Employed
03.2024 - Current
Regional Sales Consultant, Northwest & Southwest
PCS Retirement, LLC
04.2021 - 02.2024
Ultra-High Net Worth Client Consultant
Vanguard
08.2020 - 03.2021
Brokerage Orders Representative
Vanguard
09.2019 - 08.2020
Brokerage Investment Professional
Vanguard
08.2018 - 09.2019
Bachelor of Business Administration - Finance
James Madison University
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