Ambitious, Insurance interacting and proactive, a fast successful paced and excellent driven and environment. various in closing networking and verbal, business diverse sales. written thru As sales sectors. a various committed and Boynton and Terri My listening marketing 1014 E-social mail: professional Anna terri.Beach, media Fosters (skills, 561) professional giorgio@Maria 427-and time skills Florida I charitable Mill 4475 management, provide and Icloud.with Giorgio personal Road 33436 com clients 20 events. years and demeanor excellent Extremely of the achieving ability has customer organized, led to high multitask me results with service. self great and in motivated, Proficient Finance, excel success in SPECIFIC SKILLS and CERTIFICATES OF ACHIEVEMENT

Customer Service, Microsoft Office, Salesforce, Lexis-Nexis, Bloomberg, Power Point, Excel, Outlook, LinkedIn, Instagram, Facebook, Managing Multiple Projects, and How to Build a Better Team. CERTIFIED PROFESSIONAL ORGANIZER 2021-2023

• Organizing clients in their homes and businesses FLOOR and DECOR OUTLETS of AMERICA, INC. 2020-2021 Customer • Assisted Customers Service Representative with purchases and returns Florida

• Prepare daily bank deposits

• Assisted customers with suggestions for all products

• Continuous online education for all products

ADVANCE AMERICA 2018-2019

Customer • Provided Service payday Representative and Installment loans Florida

• Daily telephone collection calls to customers

• Each month prepared a theme day for customer appreciation with giveaways

• Continued education regarding legal requirements for loans PRUDENTIAL Financial • • • • AMERIPRISE Senior • • • • • Developed marketing, Established mid Created Prepared planning, Specialized Prepared strategy Developed Performed Created Vice sized Professional and President and and 401K FINANCIAL financial business and INSURANCE networking relationships asset new in Financial, maintained maintained time Wealth conducted and allocation and horizon plan owners. 403b, Associate Management, existing Insurance, professional COMPANY that by client through numerous SEPS to and own included achieve database. relationships risk and client conference and OF IRA’s. Tax, analysis groups, seminars and Retirement charts database. AMERICA Estate maintain attendance to and attendance, with regarding advise and graphs strategies their individuals Retirement clients at goals. showing networking the events to on benefits service and Planning, investment and historical small and social of clients financial, 401K’s, a business consultative data, media. strategies of all 403b, based insurance, levels owners for SEPS upon selling Florida 2013-Florida 2007-their including and through their 2018 and 2013 approach. specific IRA’s. investment retirement small various needs. and JANNEY Senior • Wrote Vice MONTGOMERY the President, largest annuity Investments SCOTT. in L.the L.C. 33 years of the firm's history for $8 million dollars. 2001-Florida 2007

• • • • PAINEWEBBER, Financial • • • • J.Financial • B. HANAUER Successfully Focused Enhanced Specialize strategies. Relocated Networked Closed Analyzed Rookie Advisor, Account and of on portfolios and book in the & maintained with specializing developed tax INC. CO. maintained Year Executive Private of free, several business through Salesperson corporate several new in Client attorneys relationships the to and performance specialize Retirement Group companies bonds, existing with to facilitate managed only with in relationships attribution market 401k, wealth 9 institutional clients months 403b, money, with management needs and with and focus in annuities, building style firms, IRA’s, CFOs, for on risk Trusts, and 401K, small especially Trustees, insurance my analysis. professional 403b, businesses Estate book and to SEPS, products, of and the business Investment money and Retirement retiring and a IRA’s. equities myriad 1999-managers. Florida 1996-Florida and baby Managers. planning. 2001 year-1999 of boomers. and clients. option end production $264,000

• • • • EDUCATION/Florida Harvard Wharton PROFESSIONAL Small Boynton Women's South Coco NAPW Wellington Inspector Specialized Built Co-Retirement presentations to Connections Business Florida educate National hosted Atlantic Business Beach Women client for Prosperity Chamber Palm Entrepreneurs LICENSES morning the Round base Social in Plans University Association MEMBERSHIPS in School Health tax-focusing investors Beach Leadership of of Network for free, Table over Commerce radio & the County corporate on Wellness 100+ of about small shows, 401k, Professional Elections clients, their and 403b, Market authored and mid retirement maintained government SEPS Women size numerous business and goals. IRA’s. asset bonds, owner financial management Paralegal Business Business CHARITIES 1 Missing I Miami held Lucky annuities, to quarterly Dade articles keep & Dog Management Exploited and Rescue Urgent key of for approximately meetings insurance employees local Dogs -Children Foster business -for Foster for Mom by this (Adam high 23 doing papers Mom market million. net Walsh) numerous worth to continue clients.