Summary
Overview
Work History
Education
Skills
LinkedIn
Work Availability
Software
Work Preference
Timeline
Hi, I’m

Ana Luiza Alonso Gardiano

Halifax,NS

Summary

Bilingual (EN & PTBR), reliable, and highly detail-oriented financial advisor with a proven track record of success. Meticulous in analyzing financial data and identifying opportunities for growth and risk mitigation. A proactive team player born into a family of entrepreneurs, I am driven by challenges, accomplishments, and a passion for delivering exceptional service. Experienced in supervising and leading financial services representatives, I excel in providing strategic guidance and personalized solutions to clients, while fostering a collaborative and high-performing team environment.

Overview

7
years of professional experience
3
Languages

Work History

360 CAD Services INC.

Office Manager
09.2023 - Current

Job overview

  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
  • Maintained and processed invoices, deposits, and money logs.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
  • Sourced, vetted and managed vendors needed to accomplish project goals.
  • Developed comprehensive documentation for each project, ensuring smooth handover between teams and easy reference for future work.
  • Enhanced LiDAR data accuracy by performing thorough calibration and maintenance of equipment.

CUA

Financial Advisor
05.2022 - 09.2023

Job overview

  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed retirement planning strategies to help clients maximize retirement savings.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.
  • Facilitated new client onboarding process and investment account setup.
  • Analyzed financial data and presented meaningful insights to senior management.
  • Maintained compliance with company policies, objectives, and communication goals.
  • Kept up strong pipeline of incoming leads through networking, cold calling, and referrals.

Global Pet Foods

Retail Sales Key Holder
09.2021 - 05.2022

Job overview

  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Greeted all customers cheerfully and asked open-ended questions to ascertain needs.
  • Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
  • Facilitated high volumes of cash, credit and gift card transactions, verifying cash drawer balance at end of each shift.
  • Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.


Walmart

Overnight Crew Member
06.2021 - 08.2021

Job overview

  • Readied items for sales floor stocking by affixing tags and preparing shelf labels.
  • Maintained current knowledge of shelf planograms and end cap plans to merchandise products.
  • Completed regular cycle counts and inventory audits.
  • Monitored deliveries by checking merchandise against invoice paperwork and notifying supervisor of discrepancies.

PetSmart

Sales Associate
11.2020 - 06.2021

Job overview

  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Delivered continuous focus and attention to lodged animals, promoting high level of care and oversight.
  • Cared for sick or injured animals by seeking out veterinary care and notifying supervisors.
  • Contributed to client retention by consistently providing outstanding customer service to both clients and pets.
  • Prepared large cash deposits with zero discrepancies
  • Managed an average of 30 customers calls per day

CEBRAC

Data Entry Associate
01.2017 - 01.2018

Job overview

  • Completed data entry tasks with accuracy and efficiency.
  • Scanned documents and saved them in database to keep records of essential organizational information.
  • Entered numerical data into databases with speed and accuracy.
  • Compiled data and reviewed information for accuracy prior to input.
  • Sorted documents and maintained organized filing process.
  • Verified data files prior to entry to maintain high data accuracy.

Education

Nova Scotia Community College
Dartmouth, NS

Business Administration - Financial Services
06.2022

University Overview

Sandy Lake Academy
Bedford, NS

High School Diploma
06.2020

University Overview

  • Awarded Valedictorian

Skills

  • Data Analysis
  • Financial Analysis Aptitude
  • Decision Making
  • Detail Orientation and Accuracy
  • Critical Thinking
  • Relationship Building
  • Willingness to Learn
  • Sales Tactics
  • Client Interviews
  • Sales Pipeline Maintenance
  • Financial Services
  • MS Office Expertise
  • Bookkeeping
  • Administrative Support

LinkedIn

LinkedIn

https://www.linkedin.com/in/ana-luiza-alonso-gardiano-b0964b1b7

Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Quickbooks

Horizon

Asana

KYM

Microsoft Office Suite

DropBox

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Timeline

Office Manager
360 CAD Services INC.
09.2023 - Current
Financial Advisor
CUA
05.2022 - 09.2023
Retail Sales Key Holder
Global Pet Foods
09.2021 - 05.2022
Overnight Crew Member
Walmart
06.2021 - 08.2021
Sales Associate
PetSmart
11.2020 - 06.2021
Data Entry Associate
CEBRAC
01.2017 - 01.2018
Nova Scotia Community College
Business Administration - Financial Services
Sandy Lake Academy
High School Diploma

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Ana Luiza Alonso Gardiano