Jolisa Gonzalez

Jolisa Gonzalez Email and Phone Number

Paraplanner and Marketing Specialist @ Intentional Wealth Partners
Cleveland, OH, US
Jolisa Gonzalez's Location
Cleveland, Ohio, United States, United States
Jolisa Gonzalez's Contact Details

Jolisa Gonzalez work email

Jolisa Gonzalez personal email

n/a
About Jolisa Gonzalez

Born and raised in Cleveland with Puerto Rican roots, I graduated from Holy Name High School and earned my Business degree summa cum laude from Cleveland State University.Since February 2020, I have been with Stratos Wealth Partners, initially joining to assist President and CEO Jeff Concepcion in his expansion efforts. In 2022, I transitioned to work with Samer Hilal, where I handle the insurance side of the business, specifically life and Medicare insurance, as well as assist with marketing and administrative duties. Prior to Stratos, I spent six years at the Cleveland Municipal Housing Court, where I honed my communication and problem-solving skills.My passion for the financial and investment industry began in high school, and I have been dedicated to pursuing a career in this field ever since. My ultimate goal is to educate students and individuals from low-income families on the importance of money management, aiming to break generational cycles and empower future generations.In addition to my role at Stratos, I am actively involved with the SER Summit. SER aims to foster community growth and professional development, specifically targeting Latino financial professionals. As a member of the marketing and design team, I help plan the annual conference, which brings together industry leaders and participants to share knowledge, network, and promote the advancement of Latino professionals in the financial sector.Through my diverse experiences and commitment to financial education, I strive to make a positive impact on the community, helping others achieve financial security and success.

Jolisa Gonzalez's Current Company Details
Intentional Wealth Partners

Intentional Wealth Partners

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Paraplanner and Marketing Specialist
Cleveland, OH, US
Jolisa Gonzalez Work Experience Details
  • Intentional Wealth Partners
    Paraplanner And Marketing Specialist
    Intentional Wealth Partners
    Cleveland, Oh, Us
  • Ser Latin@ Advisor Summit
    Committee Member
    Ser Latin@ Advisor Summit Dec 2023 - Present
    Chicago, Illinois, United States
  • Stratos Wealth Partners
    Director Of Business Development For Samer Hilal
    Stratos Wealth Partners Apr 2023 - Present
    Beachwood, Ohio, United States
    In my role at Stratos Wealth Partners, I work closely with Samer Hilal to drive business growth and manage key aspects of the insurance division. My key responsibilities include:Life & Medicare Insurance Sales: Conducting life and Medicare insurance sales, providing tailored solutions to meet clients' diverse needs.Business Development: Developing and executing comprehensive marketing campaigns to enhance brand visibility and attract new clients.Digital Presence Optimization: Managing and optimizing the company’s digital presence across various online platforms to ensure consistent and engaging communication with our audience.Client Relationship Management: Fostering and maintaining strong client relationships, ensuring satisfaction and loyalty through personalized service and effective communication.Event Planning: Planning and coordinating client appreciation events and seminars to promote engagement and networking opportunities.Team Mentorship: Mentoring and training marketing staff members to enhance their skills and performance, ensuring the team operates efficiently and effectively.CRM Support: Providing support for the Customer Relationship Management (CRM) system, ensuring accurate data entry and effective utilization of the system for better client management.This role has allowed me to deepen my expertise in business development, marketing, and insurance sales, while also honing my leadership and client relationship management skills.
  • Stratos Wealth Partners
    Marketing And Client Services Manager For Samer Hilal
    Stratos Wealth Partners Jan 2023 - Present
    Beachwood, Ohio, United States
    Securities offered through LPL Financial, member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Stratos Wealth Partners
    Administrative Assistant To Jeff Concepcion
    Stratos Wealth Partners Feb 2020 - Dec 2022
    Beachwood, Ohio, United States
    At Stratos Wealth Partners, I provided essential support to President and CEO Jeff Concepcion, focusing on enhancing operational efficiency and contributing to the company's expansion efforts. My key responsibilities included:Administrative Support: Delivered professional, responsive, and reliable support to maximize the CEO’s time and productivity daily.Event Coordination: Played a key role in planning and coordinating the Stratos National Conference, a 3-day event with 300+ attendees and sponsors, ensuring all details were meticulously managed.Travel Management: Created detailed travel itinerary portfolios for the CEO, remaining available to address last-minute changes and ensure smooth travel experiences.Salesforce Database Management: Maintained and managed the Salesforce database, ensuring accurate data entry and efficient utilization of the system.Facilities and Building Maintenance: Assisted with facilities and building maintenance responsibilities, including coordinating on-site remodeling projects.Project Coordination: Completed projects by establishing objectives, determining priorities, managing time, monitoring progress, problem-solving, and making adjustments to plans as needed.Communication Skills: Facilitated clear and effective communication between the CEO and various stakeholders, both internal and external.This role allowed me to develop and refine my skills in administration, event planning, project management, and communication, contributing to the overall success and growth of Stratos Wealth Partners
  • Cleveland Municipal Housing Court
    Administrative Assistant
    Cleveland Municipal Housing Court Sep 2018 - Feb 2020
    Cleveland, Ohio, United States
    At the Cleveland Housing Court, I was responsible for a variety of tasks that supported the smooth operation of the court and its services to the community. My key responsibilities included:Conflict Resolution: Assisted in resolving disputes between tenants and landlords, providing clear communication and effective mediation to reach fair outcomes.Project Management: Led and managed multiple projects, including the implementation of a new court system, ensuring timely completion and adherence to quality standards.Community Outreach: Organized and coordinated 26 community events throughout Cleveland, negotiating and booking venues, and maintaining a detailed database of participants and event information.Customer Service: Provided exceptional customer service by resolving issues via telephone, email, and in-person interactions, ensuring the needs and concerns of court visitors were addressed promptly.Event Planning and Execution: Successfully planned and executed court fundraisers and appreciation events, enhancing community engagement and court visibility.My role at the Cleveland Housing Court allowed me to develop strong organizational, communication, and problem-solving skills, which I have carried forward into my current career in financial services.
  • Cleveland Municipal Housing Court
    Student Intern
    Cleveland Municipal Housing Court Jun 2014 - Sep 2018
    Cleveland, Oh, United States

Jolisa Gonzalez Education Details

Frequently Asked Questions about Jolisa Gonzalez

What company does Jolisa Gonzalez work for?

Jolisa Gonzalez works for Intentional Wealth Partners

What is Jolisa Gonzalez's role at the current company?

Jolisa Gonzalez's current role is Paraplanner and Marketing Specialist.

What is Jolisa Gonzalez's email address?

Jolisa Gonzalez's email address is jg****@****swp.com

What schools did Jolisa Gonzalez attend?

Jolisa Gonzalez attended Cleveland State University, Cuyahoga Community College, Arizona State University.

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