Tristan Dowdell
Economics and Finance at UC Riverside | Financial Professional at New York Life | Chinese Proficiency
- Role
- Financial Professional at New York Life
- Location
- Riverside, CA, US
- LinkedIn followers
- 500 followers
About Tristan Dowdell
I help founders, families, and investors turn complex analysis into actionable strategy…
Experience
Financial Professional
Jul 2024 — Present · CA, US
Client Relationship Management: Built and maintained strong client relationships, offering personalized financial planning and insurance solutions.Sales & Telesales: Engaged potential clients using telesales techniques to generate leads and close sales effectively.Marketing Strategy: Designed and implemented targeted marketing campaigns to expand client outreach and enhance brand presence.Financial Licensing: Utilized knowledge gained from SIE (Securities Industry Essentials) and Series licenses to provide compliant and accurate investment recommendations.Financial Planning: Analyzed client financial goals to develop customized investment and insurance strategies.CRM Expertise: Managed client interactions and portfolios using advanced CRM tools to ensure a seamless advisory experience.Regulatory Compliance: Maintained strict adherence to financial regulations and ethical practices as part of professional licensing requirements.Team Collaboration: Partnered with colleagues to achieve team objectives and exceed sales targets.Projects: Created over $2M dollars worth of revenue for the company
Education
University of California, Riverside
Bachelor's degree
2023 — 2026
Lynbrook High School
High School Diploma
2019 — 2023
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