Paolina Jacobi

Bella Terra Journeys is a dynamic and passionate tour company based in Emilia Romagna Region, dedicated to providing authentic, immersive and memorable travel experiences for visitors exploring the beauty and cultural richness of Italy. Committed to showcasing the wonders of Italy while promoting sustainable and responsible tourism.
Helped retreat leaders scout retreat areas and options pre retreat.

Taken small groups through Emilia Romagna, Marche, Toscana, Lazio, Veneto + Piemonte

• CHC, CLC, WeWalk coach provides individualized one on one coaching as well as small group coaching
• Have done successful on line programs such as Fall detox both, Healthy Holidays, Mothers day for daughters who lost their mothers support in grief in both Italian and in English.
• Successfully helped clients around the world
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.

• Responsible for trading of various equity orders from both internal and external money managers. This included held orders that arrived via various FIX interfaces to working not held orders, handling large orders during quarterly rebalancing
• Sending orders into black boxes, algorithmic orders, market on close orders, occasional after-hours orders and overnight orders executed on the international markets Ensured best execution and the integrity of the various systems
• Reduced errors and mitigated risk by envisioning, designing and developed two separate and distinct order entry systems Trade Port, and Bunched orders for Network money managers
• Managed 3 levels of trader's junior, intermediate, and senior traders, and, back office trade support as well.
• Worked closely with compliance to ensure licensing needs and continuing education were always in compliance with SEC
• Demonstrated leadership and client relationship/customer service handled relationships with over 2000 money managers
• This included Wells Fargo internal rep as manager, PIM Private Investment Manager program, FI-Net, National Money Managers, and international managers.
• Worked closely with internal clients and internal departments such as Client Services, First Clearing, Compliance, Risk Management, Human Resources
• Participated in various projects and committees, such as Best Execution, System amelioration, industry needs, or larger scale projects such as the various mergers
• Survived 8 mergers some of the larger and high-profile ones such as Kemper/Everen, Everen/ Wheat First, that became First Union, (At the time of the merger the two platforms and accounts were considered one of the largest Wachovia, Wachovia, Prudential, A.G
• Held in past the following SEC required licenses, Series 24 (Principal) Series 7, Series 55, Series 63.
• Streamlined operations for better efficiency by implementing new software and technology tools within the department.
• Increased client satisfaction by delivering tailored financial solutions and personalized wealth management services.

• Managed trading needs both stocks and bonds of various money managers
• Ameliorated and further developed direct process of orders with vendors, Security APL CheckFree, Thompson Financial Beta Systems, Bridge, etc
• Developed automation that saved over $250,000 annually.

• Responsible as order entry SME (Subject Matter Expert)
• Intimately familiar with order entry systems and processes as well as further expanded into other areas.
• Coordinated and conducted training sessions pre and post mergers.
• Collaborated with programmers, developers, and documentation department
• Assisted in creating and developing user manuals and cheat sheets.

Communications and Italian with a concentration towards, Not completed due to family illness currently hold 97 credits out of 120. last attended 1992, I studied profoundly various courses and schools of thought in communications, Interpersonal, Small group, Large group, Non-Verbal, Written, Time Management, etc.

• Awarded Italian Studies, Modern Italian American Woman Unico Foundation
• Elected to President for Circolo Italiano in