Kaan Ispir

Agent licensed to sell insurance through New York Life Insurance Company

* Collaborated closely with financial advisors to gain insight into their daily activities and understand the functions of SEI Trust 3000, a prominent wealth management platform. * Assisted advisors in forecasting investments for customer accounts by analyzing stock market performances, identifying trends, and making informed recommendations. * Played a key role in building and processing wills and deeds, ensuring accuracy and compliance with legal requirements. * Facilitated client meetings alongside advisors, providing administrative support and assisting in the preparation of financial documents and reports. * Utilized SEI Trust 3000 to input and track client information, investment portfolios, and transactional data, ensuring accuracy and confidentiality. * Conducted research on financial products and market trends to support advisors in developing tailored investment strategies for clients. * Assisted in the preparation of regulatory filings and documentation, ensuring compliance with industry regulations and standards. * Participated in training sessions and professional development opportunities to enhance knowledge of financial planning concepts, investment strategies, and SEI Trust 3000 functionality. * Spearheaded the implementation of a comprehensive record retention project aimed at transitioning physical files to electronic formats in compliance with federal and Rhode Island state record retention regulations. * Managed the conversion process ensuring adherence to specific retention policies: Trust documentation was maintained permanently, while Agencies and IRA documentation were disposed of after 10 years. * Conducted thorough archival research, tracing records back to the year 2000 and organizing them chronologically to meet retention requirements. * Implemented a systematic approach to identifying accounts alphabetically and sorting them based on descriptive attributes for efficient retrieval and storage.

* Provided crucial support to elderly individuals in scheduling their COVID-19 vaccine appointments, ensuring continuity of care and vaccination completion after the first shot. * Interacted with patients in a compassionate and empathetic manner, employing a caring customer service approach to reassure them and foster a sense of safety during their vaccination experience. * Offered on-the-spot triage assistance, promptly addressing any concerns or questions raised by patients and guiding them to the appropriate resources as needed. * Developed valuable skills in assisting distressed patrons, effectively managing challenging situations with patience and professionalism. * Collaborated with healthcare professionals and administrative staff to streamline the vaccination process and enhance overall efficiency and patient satisfaction.

Minor in Marketing. Series 6 as well as Series 63 Certified.