patrick lundgren

tractor trailer delivery driver

About

Warehouse Manager at Brookline Moving Company

Country

united states

City

boston

Industry

food production

Skill

mutual funds, finance, strategic financial planning, leadership, retirement planning, sales, microsoft excel, investments, fixed annuities, series 63, insurance, financial planning, series 6, financial services, time management, estate planning, retirement, asset allocation, life insurance, mortgage lending, small business, program management, financial analysis

Experience

part-time feeder supervisor

ups

2016-10 - 2017-5 · 8 mos

* Supervised tractor trailer drivers and provided their daily routes * Organized empty and loaded trailers at facility via site map * Increased efficiency by assigning drivers where to stage incoming trailers * Decreased overtime payouts through daily driver plans

tractor trailer delivery driver

sysco

2019-11 - Present · 6 yrs 11 mos

intern

primary residential mortgage, inc.

2008-12 - 2009-1 · 2 mos

* Organized mortgage packages * Acquired knowledge pertaining to the mortgage crisis * Verified company transactions and obtained the relevance of basis points * Discovered how sales representatives deliver refinancing options * Developed communication skills by talking to clients and improved computer skills using company data bases and programs

account associate

foresters financial services

2010-5 - 2011-12 · 1 yr 8 mos

tractor trailer driver

pepsico

2017-5 - Present · 9 yrs 5 mos

Professional CDL A Delivery Driver servicing Boston and the South Shore

financial services representative

foresters financial services

2011-12 - 2013-7 · 1 yr 8 mos

* Operated my own business * Managed investment portfolios of more than 250 clients * Educated clients on how to create successful retirement plans and tax-efficient estate plans