jeff realejo

associate wealth manager

About

Jeff Realejo earned a B.S. in Finance from The University of Rhode Island, as well as a minor in Economics. During his time at the University of Rhode Island Jeff participated in The Washington Center for Internships and Academic Seminars where he completed a semester in the Business and Global Trade program. In 2015 Jeff joined Sentinel Benefits and Financial Group as a registered representative of Sentinel Securities and an Investment Advisor Representative of Sentinel Pension Advisors, Inc. In his role at Sentinel, Jeff enjoys helping individuals and retirement plan trustees of both profit and not-for-profit businesses. After work Jeff enjoys playing golf, fishing and all other activities that involve the outdoors. He is a founding father of the undergraduate chapter Sigma Phi Epsilon RI-Beta and enjoys volunteering his time as a mentor to undergraduates.

Country

united states

City

coconut creek

Industry

financial services

Skill

social media, public speaking, salesforce.com, stock market, financial planning, portfolio management, financial risk, investments, finance, retirement plan consulting, mutual funds, microsoft office, strategic financial planning, marketing, social networking, microsoft excel, new business development, wordpress, customer service, business strategy, 401k rollovers, project management, marketing communications, marketing strategy

Experience

associate financial advisor

tobias financial advisors

2016-8 - 2017-8 · 1 yr 1 mo

associate wealth manager

heritage investment group

2017-10 - Present · 9 yrs

student advising intern

the center for career and experiential education

2014-9 - 2015-5 · 9 mos

* Provided exemplary career and internship support to URI students and alumni during “quick question” office hours * Took part in outreach initiatives by attending events, connecting with faculty, and classroom visits on behalf of CCEE * Supported the marketing effort of The Washington Center program, consult prospective students about participating

financial advisor assistant

ameriprise financial services, inc.

2014-7 - 2014-8 · 2 mos

* Prepared, processed and tracked client paperwork including transfer packets, beneficiary and ACH forms * Compiled and input client data including current account information into client and account tracking database * Prepared evaluation materials and attended portfolio review meetings with clients * Assisted in the on-going growth and development of the practice by planning and attending 2 client events

fianancial planning intern

yeske buie

2014-1 - 2014-5 · 5 mos

* Prepared several financial reports for client meetings and updated Client Private Page™ for over 200 clients * Attended meetings in which Clients’ financial planning and portfolio needs and questions were discussed * Assisted Financial Planning Team with asset management by conducting rebalance and cash needs reviews * Researched, negotiated and implemented partnership with Identity Force to provide clients discounted rates * Independently managed office for 3 business days while the staff attended an off-site retreat

web presence and marketing intern

smartsite consulting llc

2013-5 - 2013-8 · 4 mos

* Addressed and developed online marketing strategy for 20 local business clients * Proposed solutions to develop web content and search engine optimization * Increased web traffic by advancing and maintaining social media presence

investment consultant

sentinel benefits & financial group

2015-6 - 2016-7 · 1 yr 2 mos

* Constructed comprehensive financial plans for individuals to organize all the pieces of their financial future * Provided direction and meaning pertaining to important qualified retirement plan decisions for participants via 1-on-1 meetings * Identified specific needs and objectives for Plan Sponsors of qualified retirement plans * Presented to groups of 3-200 on various topics including: retirement plan enrollment, debt management, investment management, and other financial planning topics