Description

STEPHEN DESORBO
9823 Tapestry Park Circle Jacksonville, FL 32246 904-651-7089 Stephendesorbo@gmail.com
SKILLS & ABILITIES

EXPERIENCE
-Microsoft Office (Excel, Word, Outlook, PowerPoint, etc..)
-Extensive experience in sales and customer service
-Strong Communication Skills; Work well independently or as a team. -Strong Time Management Skills
-Licensed Series 7 & 63 General Securities
-Licensed 2-20 General Property Casualty insurance lines

HNW FINANCIAL REPRESENTATIVE, FIDELITY INVESTMENTS

May 2015-Present
EDUCATION
Engage clients with outstanding customer service pertaining to stated and unstated needs. Provide expertise on inquiries pertaining to retirement, taxation and the markets. Utilize multiple platforms to execute trades, account distributions, provide information on transactions as well as Fidelity’s wide range of products, services, and market news.

AML GLOBAL OPERATIONS ANALYST, CITI FINANCIAL [ADECCO]

Sept. 2014-Jan. 2015

Responsible for risk mitigation, applying Anti-Money Laundering compliance regulations and fraud analysis of 100+ client accounts daily. Conduct independent research, cross referencing internal and external databases, to disposition potential suspicious activity.

ACCOUNT EXECUTIVE, ZELLNER INSURANCE

Oct. 2013-May 2014

Responsible for the maintenance and growth of a book of business. Required extensive knowledge of the insurance industry, ability to network and build/maintain strong client relationships.

LOAN PROCESSOR, PHH/MERRILL LYNCH HOME LOANS

Apr. 2012-Oct. 2013

Sole processor for the largest Financial Advisor in the Greater Texas area. Responsible for processing loans for high net-worth clients and maintaining important Merrill/Bank Of America client relationships. Required effective time management for a pipeline of 45-70 loans at any one time. Often the initial client experience providing a foundation for client’s future relationship.

Florida Atlantic University 2010-12’

Computer Science & Music Business

Florida State College of Jacksonville 2007-10’

Associates Degree