Financial Advisor
Resume:
Work History
Financial Services
Professional
Rachael
Gagliardi
Contact
Address
DeLand, FL 32724
Phone
*********@******.***
WWW
Bold Profile
Skills
Investment planning
Client relations
Problem-solving
Financial advising
Sales expertise
Communication
Teamwork
Flexible Schedule
I am a tenured Financial Services Professional with over 20 years of experience in banking and investment advising. My background includes guiding clients on a wide range of financial products such as CDs, annuities, and mutual funds, along with coordinating client- focused seminars. Skilled in client service, communication, and dependable support within financial and administrative settings. Financial Advisor
The Dynetech Group Inc, Orlando, FL
2004-02 -
2009-09
Coordinated and set up seminars locally as well as across the continental united states. Traveled with the team to set up as well as following up with new clients and their sales teams.
•
Facilitated web page development directing
potential clients to sales portals and product
purchasing
•
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
•
Registered Investment Advisor
Bank United, Orlando, FL
1985-05 -
2003-11
Maintained status as a Registered, Licensed
Investment Advisor
•
Identifying and servicing client needs regarding a variety of investment products ranging from
Certificates of Deposit, overnight Euros, Annuities, Mutual Funds, etc.
•
Increased client satisfaction by providing
personalized investment advice and portfolio
management services.
•
Created extensive financial roadmaps for clients,
aligning with both short-term and long-term
aspirations.
•
Maintained strict compliance with all applicable
regulations, including SEC rules and fiduciary
standards of care.
•
Negotiated favorable terms for clients when working with third-party service providers such as custodians
•
Education
Coordinated Seminars or brokers.
Platform Manager
Interfirst Bank Houston, Houston, TX
1981-02 -
1985-01
Commenced position as secretary to CFO
overseeing routine office responsibilities
•
Supervised and coordinated activities of new
accounts personnel in role as Platform Manager.
•
Enhanced user experience for platform customers
through continuous improvement initiatives.
•
Managed budget allocation for various projects
within the scope of responsibility, ensuring cost
efficiency without compromising results or quality standards.
•
Played a pivotal role in securing strategic
partnerships that contributed significantly to overall business growth objectives.
•
Spearheaded efforts to optimize the platform
architecture for improved scalability and reliability.
•
No Degree: Finance & Accounting
Houston Community College - Houston, TX
High School Diploma
Boone High School - Orlando, FL
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