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DEREK A. GARDELLA, MBA

Boston, MA ad1a9m@r.postjobfree.com 518-***-****

EXPERIENCE

FINANCIAL ADVISOR, The Bulfinch Group, Needham, MA JUNE 2019 – DECEMBER 2022 Developed new business strategies and

implemented initiatives internally and

externally

Focused on business growth and

expansion for the betterment of personal

and corporate business

Maintained a large portfolio of various

clients, with specialization in civil

servants and medical professionals

Led client meetings focused on cash

flow, wealth building, risk

management, pension maximization,

tax efficiency, etc.

Utilized core competencies for

presentations to clients and companies

Scheduled and tracked quarterly and

annual business reviews

Analyzed future projections and security

and discussed outcomes prior to and

during client meetings

Prospected and engaged in new client

relations and networking business around

the country

Advised on comprehensive financial and

wealth management goals and topics

THERAPY SUPPORT SPECIALIST, Form & Function Physical Therapy / Sports Medicine, South Kingstown, RI

JUNE 2016 - JUNE 2019

Utilized knowledge gained during

internship (internship hours beginning in

June 2016)

Implemented exercises from the

Exercise Handbook

Prepared clients and reviewed

therapeutic plans prior to, during, and

post therapy session

Improved process to establish

routines with Physical Therapist

Oversaw day-to-day operations to ensure

efficient process adherence

Ordered appropriate supplies to ensure

all therapeutic plans were properly

prepared

OFFICE MANAGER, South County Walk-In and Primary Care, Narragansett, RI

MAY 2016 - MAY 2018

Located and acquired patient files for

pre- and post-appointment reporting

Uploaded laboratory results and

documentation from other practices into

patients’ charts

Supervised patient registration

process

Completed quarterly reports and

presented to practice physician

Assisted patients using extensive

knowledge of health insurance plan

Communicated with insurance companies

on behalf of patients

EDUCATION

Master of Business Administration (MBA), Ashland University Graduated: MAY 2019 GPA 3.70

Executive Management/Project

Management

Bachelor of Science, University of Rhode Island Graduated: MAY 2016 Division I Baseball Captain 2015-2016

Atlantic 10 Conference Champions

2012, 2013, 2016

Fundraising goals met each year, and

continued to support fundraising efforts

post-grad

OTHER

HEAD COACH, STEEL Baseball, Westwood, MA AUGUST 2022 – PRESENT Enhancing the team’s knowledge of the

game

Improving skills and managing a roster

of different skillsets

Developing curriculum of drills

Coordinating travel and

accommodation for tournaments

Supporting team during “wins” and

“losses”

Identifying key strategies based on

individual performance and strong suits

NOTE FOR EMPLOYMENT GAP: Had the immense honor of staying home with my newborn daughter since December 2022. However, now looking to re-enter the workforce in an equally rewarding role. DEREK A. GARDELLA, MBA

Boston, MA ad1a9m@r.postjobfree.com 518-***-**** To Whom It May Concern,

My name is Derek Gardella, and I am currently living in Scituate, MA. My life, like many, has been a series of events that have tested my strength and adaption to new experiences. When I was ten months old, I was diagnosed with Type I Diabetes Mellitus. With a diagnosis so young, it’s difficult to imagine a life without having to focus on my blood glucose levels. However, this focus has shaped who I am and how I value the relationship I have with opportunities presented to me. I am a person who is determined to succeed and eager to learn; someone who is passionate about ensuring others know that disabilities do not define you, but rather shape who you are. I pride myself in the ability to build and foster relationships. I find myself in roles where communicating and educating are standard practices and therefore, it’s something I am consistently working to perfect. Above the duties required of me, I find time to build relationships with those around me. I strongly believe, everyone should feel welcome and the best way to ensure this, is to meet people where they are – understanding them on a personal / semi-personal level allows for success in any line of work.

There is much I take from each role - but what I know to be true in any new position is the value of quickly learning the correct way of completing a task. In this way, understanding the value of time management. From my days as a Division I student-athlete, to various internships, to full time work, to coaching elite youth baseball, to fatherhood – discipline and focus are the hallmarks to successful time management.

I am a graduate from University of Rhode Island (URI) and earned my Bachelor of Science in Kinesiology. I spent a fifth year at the University to continue my eligibility to play baseball at the collegiate level. However, this year was used both on and off the field. By spending an extra year at URI, I was able to enhance my knowledge by enrolling in additional advanced courses, such as biochemistry and microbiology. My post-baccalaureate life led me into the business sector, in which I pursued an advance degree – earning my MBA in Executive Project Management. I had been working as a financial representative for the last four years and gained invaluable experiences in this role. However, at the end of 2022, my wife and I welcomed a baby girl into our family. At that time, I was humbled and honored to step away from my role as a Financial Advisor to begin a new role as a father and caring for her full time. The last year has been above the most rewarding and challenging in my life. Now, I am at a time where I find myself looking for my next opportunity that shares in similar challenges.

I am sure that I am a perfect match for this opportunity. With my varied background in financial planning, management, customer service, advanced educational experience, internship opportunities, and athletics, I believe I have more than adequate knowledge to succeed in this position.

I am including my resume in a separate attached document. I would welcome the opportunity to further discuss. If you have questions, please contact me by phone at 518-***-**** or by e-mail at ad1a9m@r.postjobfree.com. I appreciate your time in reviewing my application and look forward to hearing from you!

Very Respectfully,

Derek Gardella

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