Gerard Lacerte


Education
    Bentley University
    August, 2013 - May, 2017
    degree
    Bachelor's
    majors
    Economics
    Finance
    minor
    Entrepreneurship
    Barrington High School
Work Experience
    Northwestern Mutual
    College Financial Representative
    May, 2015 - present
    company
    Northwestern Mutual
    title
    College Financial Representative
    overview
    • Started my own financial planning practice and since have begun building my own book of business • Successfully worked in a professional environment while managing clients money and building connections with them • Learned and applied valuable sales and finance skills • Set my own schedule. This taught me time management and entrepreneurial skills. • Contacted potential clients over the phone every day to set up meetings for possible future sales
    MS Walker
    Delivery Assistant / Warehouse and Delivery Worker
    June, 2013 - January, 2015
    Power Solutions
    Sales And Marketing Intern
    May, 2014 - August, 2014
Skills
LeadershipMicrosoft ExcelSalesTeamworkTime Management
Leadership
    Athletic Club
    Bentley Investment Group (BIG)
Hobbies
Golf
Hiking
Lacrosse
Snowboarding