Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rowan Carrico

Pittsburgh

Summary

Innovative startup founder with a strong background in financial services. Known for strategic client engagement and effective problem-solving, facilitating impactful financial presentations and comprehensive planning that meet dynamic client needs.

Overview

1
1
Certification
1
1
year of professional experience

Work History

Financial Services Professional

New York Life & NYLIFE Securities
Pittsburgh
06.2026 - Current
  • Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
  • Assisted in preparing comprehensive financial reports and impactful presentations for clients.
  • Collaborated with team members to develop and implement effective client service strategies.

Startup Founder

Self-employeed
Pittsburgh
07.2025 - Current
  • Developed business plan to launch startup venture.
  • Oversaw marketing campaigns to enhance brand visibility and foster customer engagement.
  • Managed daily operations to streamline workflow and optimize resource allocation.

Education

GED -

Duquesne University
Pittsburgh, PA
05-2030

Skills

  • Financial planning
  • Client acquisition
  • Client relations
  • Client engagement
  • Problem solving
  • Time management

Certification

  • PA, FL, NY - Life, Accident, and Health License
  • SIE
  • Series 6
  • Series 63

Timeline

Financial Services Professional

New York Life & NYLIFE Securities
06.2026 - Current

Startup Founder

Self-employeed
07.2025 - Current

GED -

Duquesne University
Rowan Carrico