Anh-Thu Damiani Email & Phone Number

Costa Mesa, California, United States

Established and nurtured long-term client relationships by promoting financial instruments and collaborating with financial planners to deliver personalized financial plans, aligning strategies to meet individual client needs. Served as the primary point of contact for clients, utilizing strong communication and interpersonal skills to build rapport and trust, ensuring a seamless and client-focused financial planning experience. Partnered with a team of financial professionals to identify and prospect new client opportunities, driving business growth through tailored financial solutions and proactive client engagement.

Carlsbad, California, United States

Leveraged exceptional communication skills to deliver personalized coaching, exhibited critical thinking and problem-solving abilities during both group and private sessions, enhancing client experience and satisfaction. As an instructor, established strong planning, leadership, and working skills suitable for the work environment.

Scripps Ranch, San Diego

In a back office role; Assisted with in-depth analysis of stocks/portfolios; created comprehensive client financial plans, incorporating individualized strategies to achieve financial goals. Focused on tax planning, utilizing financial planning software, client relationship management software (Redtail), enhancing efficiency and accuracy in client service delivery.

San Marcos, California, United States

Analyzed potential investment opportunities while coordinating effectively with team members to achieve investment objectives. Performed detailed financial analysis and valuation of securities for a student-run investment fund managing a $200,000 portfolio (beginning portfolio balance of $248,148.59 and ended the semester with $286,172.97, an annual return of 15.32%).

San Marcos, California, United States

Promoted society activities and events to boost member engagement, driving increased participation and interest. Represented the society at campus events, building strong relationships with students and faculty to expand the club’s network. Enhanced the society’s visibility and reputation on campus, elevating its profile through strategic brand ambassadorship and recruitment efforts.

Encinitas, California, United States

Drove membership growth through effective sales techniques and consultations, as well as the delivery of outstanding customer service.

San Diego County, California, United States

Deliver exceptional customer service in a fast-paced environment, multitask efficiently, build strong relationships, and upsell menu items to enhance satisfaction and boost sales.

Finance, General, 3.5

Activities and Societies: Finance Society Board Member, Cougar Fund AnalystRelated Coursework: Advanced Corporate Finance, Advanced.

Education record