Jacqueline Todeschi Email & Phone Number

Greater Denver Area

-Managed the store.-Initiated and executed sales.-Provided customer service to our consignors and retail clients. -Set up and managed the store consignors’ accounts.-Staged furniture and hung artwork to initiate sales.

Littleton, CO

-Prepped and executed the lunch menu which included preparing the array of salads, the daily special, and the soup du jour.- Baked the house scones, muffins, quiches and desserts.-Created, prepped and prepared the afternoon tea menu, which included tea sandwiches and desserts of my own creation by utilizing inventory ingredients on hand. -Managed food.

-Developed and wrote marketing flyers for special events held at the restaurant. -Solicited and closed on additional retail businesses to sell our baked goods in their stores.

Colorado Springs, Colorado Area

-Analyzed stocks and mutual funds for client portfolios.-Evaluated client portfolios and recommended mutual funds that ultimately lead to the firm’s buy, sell and hold decisions.-Contacted clients to discuss their investment holdings.-

Colorado Springs, Colorado Area

-Composed detailed reports on stocks and mutual funds after comprehensive research and technical analysis using Morningstar and reputable Internet resources.

Colorado Springs, Colorado Area

- Researched topics and wrote finance columns that explained complex financial strategies, financial issues and scams in straightforward, uncomplicated terms for a website geared toward senior citizens.

Englewood, CO

- Responsible for the budget and the spending plan.-Implemented marketing strategies that included community and district employee outreach. -Organized and managed our annual fundraising events, and awarded scholarships to district high school students. - Participated in 2 rounds of the foundation’s reorganization, playing a major role in rewriting the.

Greater Denver Area

-Wrote investment plans for high wealth clients that indicated their risk tolerance and investment objectives. -Using proprietary software, analyzed and chose money managers for these clients based on the investment parameters established.-Compiled client quarterly reports, tracking portfolio’s performance against like market indices.

Greater Denver Area

-Researched and analyzed mutual funds using Morningstar, interviewed mutual fund managers and wrote one page reports that were distributed to the firm’s stockbrokers to initiate sales

Greater Denver Area

- Responsible for organizing and developing financial planning reports for the firm’s stockbrokers to include retirement planning, college funding and portfolio analysis. -Interpreted tax code and answered technical questions and wrote articles regarding investing, retirement and estate planning -Organized and wrote RFPs to solicit high wealth clients.