Alfredo Camargo II
Zebulon,NC
Summary
Results-driven financial professional with over five years of banking experience and a strong foundation in investment strategies, client relationship management, and financial planning. Holding SIE, Series 7, 6, 63, and 65 licenses, as well as life, health, and annuity certifications, I am passionate about helping individuals and families achieve their financial goals. Skilled in portfolio management, risk assessment, and retirement planning, I am committed to delivering personalized solutions that drive long-term financial success. Eager to leverage my expertise and industry knowledge to transition into a financial advisor role, where I can build lasting client relationships and provide strategic wealth management guidance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
08.2019 - Current
- Developed and maintained strong relationships with clients by understanding their financial needs and providing appropriate banking solutions.
- Assisted clients with a wide range of banking products, including checking and savings accounts, loans, credit products, and investment options.
- Proactively identified cross-selling and referral opportunities for additional bank services, such as mortgages, business accounts, and wealth management.
- Educated clients on digital banking tools and self-service options to enhance their banking experience.
- Achieved high levels of client acquisition through effective networking and referral strategies.
Assistant Manager
Sheetz
09.2017 - 09.2019
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Financial Representative
Equitable
09.2017 - 07.2018
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
- Leveraged financial planning software to create detailed forecasts, aiding clients in long-term planning.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Developed and implemented financial plans tailored to client goals, facilitating achievement of financial objectives.
- Customized investment strategies to match client profiles, optimizing returns and minimizing risks.
- Helped clients make informed decisions about financial future.
Education
GED -
Wilson Community College
Wilson10-2013
Skills
- Financial services
- Relationship building and management
- Financial advising
- Financial planning
- Cross-selling products
- Decision-making
- Effective communication
- Active listening
Certification
- Securities Industry Essentials (SIE) – FINRA
- Series 7 – General Securities Representative – FINRA
- Series 6 – Investment Company & Variable Contracts Representative – FINRA
- Series 63 – Uniform Securities Agent State Law – NASAA
- Series 65 – Uniform Investment Adviser Law – NASAA
- Life, Health, and Annuities Insurance License – North Carolina Insurance Department
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker
Wells Fargo
08.2019 - Current
Assistant Manager
Sheetz
09.2017 - 09.2019
Financial Representative
Equitable
09.2017 - 07.2018
- Securities Industry Essentials (SIE) – FINRA
- Series 7 – General Securities Representative – FINRA
- Series 6 – Investment Company & Variable Contracts Representative – FINRA
- Series 63 – Uniform Securities Agent State Law – NASAA
- Series 65 – Uniform Investment Adviser Law – NASAA
- Life, Health, and Annuities Insurance License – North Carolina Insurance Department
GED -
Wilson Community College
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