Lucian Stefanescu
Financial Consultant, Photographer, Saxophonist, Singer
Bucharest,Romania
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, wealth risk management and investment.
Overview
8
8
years of professional experience
3
3
Languages
Work History
Financial Consultant
Nationale Nederlanden
11.2023 - Current
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on budgeting techniques.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Photographer
Self-employeed
01.2018 - Current
- Optimized workflow efficiency by implementing photo editing software tools like Lightroom and Photoshop.
- Established a recognizable personal brand within the photography market through consistent style and quality workmanship.
- Delivered high-quality images under tight deadlines, demonstrating strong time management skills.
- Continuously improved technical skills by staying updated on industry trends and new equipment.
- Showcased diverse photography styles for clients to choose from, increasing portfolio versatility.
- Digitally edited photos to enhance appearance.
- Planned and prepared for on-location and studio shoots.
Choir Member
Artheo (Cor Cu Dor)
05.2016 - Current
- Demonstrated versatility by adapting to various musical styles, enhancing the choir''s overall performance quality.
- Assisted in recruiting new members through audition preparation workshops or word-of-mouth referrals.
- Contributed to concert planning efforts by suggesting repertoire choices that aligned with the choir''s mission and capabilities.
- Collaborated effectively with instrumentalists and soloists during performances, creating a seamless musical experience for listeners.
- Contributed to a harmonious ensemble by actively listening and blending with other choir members.
- Served as a section leader at times, guiding less experienced singers through complex passages or harmonies.
- Participated in memorable concerts, showcasing the choir''s talent and hard work to appreciative audiences.
- Collaborated on special projects such as recording sessions or guest appearances, expanding the reach of the choir beyond its usual venues.
Funeral Director
Stefy Group A.C. Funerare
05.2022 - 10.2023
- Continuously updated industry knowledge by attending professional workshops, conferences, and seminars.
- Maintained facility cleanliness, ensuring a welcoming environment for grieving families.
- Assisted in the preparation of bodies for visitation or burial, adhering to strict standards of care.
- Marketed business offerings using traditional advertising methods as well as social media platforms.
- Coordinated transportation logistics for timely arrival of deceased to final resting place.
- Managed all aspects of funeral arrangements for smooth and efficient service delivery.
- Served diverse clientele by offering a range of culturally and religiously appropriate services.
- Organized staff schedules to ensure adequate coverage during peak hours or high-volume periods.
- Liaised between hospitals, physicians, county coroner and members of clergy to coordinate final arrangements.
- Performed embalming procedures and updated case study reports.
- Picked up deceased at private homes, hospitals and county morgues.
Funeral Director's Assistant
Stefy Group A.C. Funerare
02.2019 - 05.2023
- Navigated and accommodated differing religious and cultural considerations for post-mortem care, conducting culturally responsible ceremonies and preparation practices.
- Acquired burial permits and registered deaths with proper authorities.
- Positioned corpses in caskets and arranged according to client wishes with exceptional and constant communication.
- Loaded and operated hearses to transport caskets cautiously.
- Cosmetically enhanced deceased with care and according to specific family requests.
- Picked up deceased at private homes, hospitals and county morgues.
- Discussed pre-arranged funeral options and explained pricing to clients.
- Supported funeral director with all facets of funeral service coordination.
- Transported deceased to funeral home.
Education
Associate of Arts - Music - Saxophone, Piano
"Dinu Lipatti" National College of Arts
Bucharest, Romania 04.2001 -
Skills
- Investment advice
- Insurance Planning
- Education funds
- Insurance decisions
- Retirement needs
- Budgeting expertise
- Communication
Timeline
Financial Consultant
Nationale Nederlanden
11.2023 - Current
Funeral Director
Stefy Group A.C. Funerare
05.2022 - 10.2023
Funeral Director's Assistant
Stefy Group A.C. Funerare
02.2019 - 05.2023
Photographer
Self-employeed
01.2018 - Current
Choir Member
Artheo (Cor Cu Dor)
05.2016 - Current
Associate of Arts - Music - Saxophone, Piano
"Dinu Lipatti" National College of Arts
04.2001 -
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