Gianfranco E. Email and Phone Number

Operations Department:• Performed quarterly compensation reports in Microsoft Excel for their financial advisors.• Opened new accounts and document cataloging.• Composed emails and placed phone calls to Financial Advisors regarding their quarterlyreports.• Participated in weekly meetings.Advisor Solutions/ Dash Wealth:• Assisted both teams with various financial management tools such as Redtail, Albridge, Wealthscape, Maestro, Repertoire, Microsoft Excel, etc.• Participated in weekly high-level meetings to discuss departmental strategies and worked closely with their Financial Advisors.• Composed emails and placed phone calls to new and recurring clients.• Participated in clients review meetings.• Shadowed with a Financial Advisor.

• Interacted with Admission Recruiters/Advisors and student prospects/applicants via phone call, e-mail, or in person.• Contacted applicants/prospective students to bring files to a decision-ready status.• Verified data of existing or new applicant/student records in student information system.• Explained and aided students and parents in the various parts of the application process and steps to become an enrolled student. • Made outgoing calls to prospective, applied, and admitted students who have expressed an interest in attending USF.• Assisted the team with document management; scan, image, and verify application materials received.

• Acquired knowledge of on-and off-campus resources and services to assist in making strategic referrals for students.• Reviewed and participated in group assignments and work flow management.• Planned, budgeted and participated in events, activities and regular weekly Student Experience Leader meetings.• Attained feedback of INTO students experience, and apprising their supervisors of this information.

• Collaborated with various departments to ensure achievement of all organizational objectives.• Supplied and monitored every other department with the material needed to perform the tasks required. • Contacted multiple suppliers and then determine what products are best and what is a good price for each item.• Contacted customers with surveys and special offers.