AMILCAR A. GIRALDO

*** ******** **. # ****, **********, MA 01907. Email: adj9hg@r.postjobfree.com. Phone: 617-***-****

SUMMARY: I am a driven bi-lingual self-starter who is passionate about helping others achieve their goals. I have a strong background in international business, investments, and client relationship management and learn best by being presented with new opportunities. I am passionate about being active within my community and consider myself a life-time learner.

EDUCATION: MBA, SUFFOLK UNIVERSITY, Boston, MA

International Business, May 1998

B.S., UNIVERSIDAD MILITAR NUEVA GRANADA, Bogota, Colombia

Economics, 1988

COURSES: COLLEGE FOR FINANCIAL PLANNING, Centennial, CO

CRPC & CMFC

BOSTON UNIVERSITY, Boston, MA

Certificate Program in Finance, December 2003

SCUOLA DI DIREZIONI AZIENDALE BOCCONI, Milan, Italy

“Doing Business in Italy”, Seminar-three credit course, March 1996

FINRA: Securities Licenses: Series 6, 65, and 63.

MA Division of Insurance: Insurance Licenses Health and Life.

EXPERIENCE: PRUDENTIAL ADVISORS: Wakefield, MA. June 2020 - date

Insurance and Investment Advisor. Advising clients on investments and insurance solutions. Selling health and life insurance and providing investment solutions to individuals and families.

VOYA FINANCIAL (formerly CitiStreet/ING), Braintree, MA.

Retirement/Investment Advisor

October 2004 to November 2019

● Advising clients on investment and portfolio opportunities that best suit their retirement needs.

● Consistently among the top 5 sales producers within the Advisory team.

● Visit clients to provide face to face on-site advice when needed.

● Several times recipient of quarterly bonus for production and performance. ● Awarded as top advisor in 2014, and 2nd in 2018 measured by all metrics and production statistics within the In-plan advice department.

●Financial engines risk simulator and analytical model expert.

Retirement & Investments Services: 401(k) Senior Plan Specialist

July 2000 to September 2004

● Record-keeping administration and reporting

\ ● Reconciliation of records and assets

● Consulting on compliance, legal and investment issues.

● Supervising daily work of three subordinates.

● Educational trainer

International Securities Operations - Securities Specialist

June 1999 to July 2000

● Reconciling Cash and Securities

● Customer Service

● Trade settlements

BANK BOSTON, Dedham, MA.

Customer Service Associate

November 1998 to June 1999

● Assisted customers with banking inquiries

● Introduced bank products to customers

● Established rapport and initialized sales

● Consistently achieving second place in sales among a team of twenty employees ● Small business banking needs representative back-up.

PINNACLE MORTGAGE WAREHOUSE, Inc. Phoenix, AZ

Comptroller

August 1997 to October 1998

● Audited daily operations for compliance to GAAP

● Bookkeeping and bank reconciliations

● Originated Balance Sheet and P & L, General Ledger

● Accounts Payable

● Analyzed trends of construction sector, ceramic industry and international market affairs

● Completed economic forecasting, economic research, and marketing projects for CEO’s review

● Assisted clients regarding bond and other security investments

References: Available upon request

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