Anthony Barbera Email & Phone Number

Miami, Florida, United States

• Interact daily on the telephone with prospective and existing clients, handling basic inquiries and addressing service• Meet with Financial Advisor (FA) on a weekly basis to track new business, items in motions, service opportunities, scheduling and prepping for upcoming meetings; participate in weekly insurance and investment tracking with coordinators and FA• Assist in preparing new account paperwork and applications, licensing paperwork, correspondence, summaries and spreadsheets to assist with servicing existing clients and potential• Provide customer service and account maintenance functions through RJ system (ex. Account balances, transfer status, titling inquiries, change of address, ).• Perform Relationship Manager functions through Raymond James system (i.e. mail packets, grouping, linking).

Miami-Fort Lauderdale Area

• Helped prepare analysis and work product to the banks high net worth clients generally above $5MM.• Focus on cash flow analysis, education funding analysis, income tax planning, charitable planning,asset protection, and estate and wealth transfer planning.• I serve as the data entry/software generalist for analytical efforts, including primary contact andcoordinator for data collection, data entry/input, and work product preparation.• Monitor and track client activities, planning fees and client revenues related to wealth planning workto ensure opportunities to fulfill the client’ needs.• Review documents such as wills, trusts, corporate governing documents.

Miami/Fort Lauderdale Area

• Managed the two main bank accounts of the company, ensuring all expenses were paid for on time while saving appropriate capitol for future business needs.• Created and analyzed weekly and monthly financial reports on excel. • Kept fraudulent charges on credit sales and security fraud to a minimum by using management tools provided by our payment processing partner. • Made sure invoices were in order and that all the transactions for the day were accounted for.

Miami/Fort Lauderdale Area

• Maintaining good working relationships with suppliers by communicating and dealing with concerns or problems.• Decreased cost of goods sold by approximately 15%($10,125) while increasing revenue by 10% ($15,000) in nine months by researching over 30 vendors and choosing the best partners for our retail needs.• Managed inventory documentation to determine strategies and effectively move in inventory.• Increased inventory turnover by implementing sales strategies based on seasonal effects on the business.

Master'S Degree, Finance, General

Bachelor'S Degree, Finance, General