Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Finance Advisor
Unicredit Bank Spa
01.2023 - Current
Facilitated presentation and recommendation of services by optimizing client relationships.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
Financial Advisor
Virgilio Home
07.2020 - 12.2022
Educated clients on financial topics and best practices.
Collaborated with clients to develop customized investment portfolios.
Logistics Assistant
Vauxhall
11.2019 - 02.2020
Integrated logistic systems into company processes to improve operations and manage work orders and price changes.
Liaised with internal and external stakeholders to facilitate smooth operations.
Logistics Assistant
Amazon
09.2019 - 11.2019
Prepared reports tracking information such as purchase orders, inventory numbers and invoicing activities.
Worked with vendors to schedule daily pickups and weekly deliveries.
Coordinated driver dispatch to accomplish daily delivery requirements.
Generated, distributed and filed copies of all billing paperwork.
Education
Master of Science - Accounting And Business Finance
University of Bedfordshire
Luton
06.2021
Master of Science - Business Economics
University of Naples
Naples
06.2020
Bachelor of Science - Business Economics
Univerity of Naples
Naples
06.2018
High School Diploma -
Francesco Severi
Castellammare Di Stabia
06.2015
Skills
Loan Approval
Sales Expertise
Industry Research
Equity and Debt
Certification
Certified English Accounting
Languages
Italian
Bilingual or Proficient (C2)
English
Advanced (C1)
German
Elementary (A2)
Spanish
Intermediate (B1)
Timeline
Finance Advisor
Unicredit Bank Spa
01.2023 - Current
Financial Advisor
Virgilio Home
07.2020 - 12.2022
Logistics Assistant
Vauxhall
11.2019 - 02.2020
Logistics Assistant
Amazon
09.2019 - 11.2019
Master of Science - Accounting And Business Finance