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Anh-Thu Damiani is listed as Financial Services at Goldbook Financial at GoldBook Financial, a company with 65 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Anh-Thu Damiani.
Anh-Thu Damiani previously worked as Financial Services Professional at Goldbook Financial and Lagree Instructor at Elevate Training. Anh-Thu Damiani holds Finance, General, 3.5 from California State University San Marcos.
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Financial Services Professional
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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.
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.
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.
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.
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.
Other employees you can reach at goldbookfinancial.com. View company contacts for 65 employees →
Drew Silberlicht
Colleague at Goldbook FinancialScottsdale, Arizona, United States, United States
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Cannon Farris
Colleague at Goldbook FinancialMesa, Arizona, United States, United States
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Tony Cisek
Colleague at Goldbook FinancialScottsdale, Arizona, United States, United States
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Daniel Glod
Colleague at Goldbook FinancialTempe, Arizona, United States, United States
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Andrew Saastamoinen
Colleague at Goldbook FinancialScottsdale, Arizona, United States, United States
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JA
Joey Artigue
Colleague at Goldbook FinancialScottsdale, Arizona, United States, United States
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Sydney Carbajal
Colleague at Goldbook FinancialScottsdale, Arizona, United States, United States
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DB
Daniel Bregen
Colleague at Goldbook FinancialScottsdale, Arizona, United States, United States
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JR
Jacob Rose
Colleague at Goldbook FinancialScottsdale, Arizona, United States, United States
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Adeel Khan
Colleague at Goldbook FinancialIslāmābād, Pakistan, Pakistan
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Activities and Societies: Finance Society Board Member, Cougar Fund AnalystRelated Coursework: Advanced Corporate Finance, Advanced.
Quick answers generated from the profile data available on this page.
Anh-Thu Damiani works for GoldBook Financial.
Anh-Thu Damiani is listed as Financial Services at Goldbook Financial at GoldBook Financial.
Anh-Thu Damiani is based in Newport Beach, California, United States while working with GoldBook Financial.
Anh-Thu Damiani has worked for Goldbook Financial, Elevate Training, Wilsey Asset Management, The Cougar Fund At California State University San Marcos, and Csusm Finance Society.
Anh-Thu Damiani's colleagues at GoldBook Financial include Drew Silberlicht, Cannon Farris, Tony Cisek, Daniel Glod, and Andrew Saastamoinen.
You can use AeroLeads to view verified contact signals for Anh-Thu Damiani at GoldBook Financial, including work email, phone, and LinkedIn data when available.
Anh-Thu Damiani holds Finance, General, 3.5 from California State University San Marcos.
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