Anna Byberg
Pleasant Hill
Summary
Worked in fast-paced high pressure environments traveling across the country on a weekly basis to oversee financial mergers and acquisitions. Demanding hours requiring strong organizational and managerial skills to get projects done. Assisted in the organization, operation and coordination of various events in both professional and volunteer setting. Created amazing experiences and events blending organization, structure, creativity, and interpersonal skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Swing Education Substitute
Swing Education
San Francisco, CA
12.2023 - Current
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
Financial Advisor
Raymond James & Assoc
Walnut Creek, CA
05.2021 - 08.2023
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Collaborated with clients to develop customized investment portfolios.
Account Executive/Junior Financial Advisor
Laurus Financial Group LLC
12.2019 - 05.2021
- Oversaw and directed the onboarding of new and existing clients as well as the acquisitions and mergers of teams and individual financial advisors. Control incoming and outgoing transfers of assets.
- Managed and maintained all company online platforms
- Tracked key metrics and developed spreadsheets and data models.
- Created documentation outlining research findings for use by managers when making financial decisions
- Identified appropriate marketing channels and target customers for campaigns.
- Wrote engaging and successful marketing, advertising and website copy.
- Managed full-cycle marketing and advertising strategies including estimating costs, managing resource allocation and adjusting production schedules.
- Monitored and analyzed financial, statistical and operational data trends.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Distributed marketing materials to existing and prospective clients and presented materials to client audiences.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Transitions Support Consultant
Raymond James & Associates Inc.
10.2017 - 12.2019
- Acquired both the FINRA Series 7 and FINRA Series 66 certifications
- Consistently working in fast paced high pressure environments
- Managing time efficiently
- Multitasking with different duties and responsibilities within short time constraints
- Solving multiple problems simultaneously
- Working with new groups of financial teams every one to two weeks working well with new people, in multiple environments and with a diverse variety of personality types
- Self-management responsible for being at a location on time and working hours depending on work demand often exceeding regular work hours
Special Services Aide
Lafayette School District- Springhill Elementary
08.2016 - 06.2017
- Planned and led activities to develop students’ physical, emotional and social growth
- Tailored lesson plans for students with emotional and cognitive disabilities
- Assisted in preparing reports and paperwork for Individualized Education Plans
- Identified warning signs of emotional or developmental problems and reported to Special Services Teachers
- Prepared instruction materials specialized for individual students needs
- Graded tests and papers and recorded grades for teaching staff
- Worked with interdisciplinary team members to evaluate children\'s progress and recommend appropriate learning plans
- Worked with a team comprised of district psychologists, school psychologists and behavior cognitive specialists
Education
Bachelor of Arts - Psychology
Arizona State University
Tempe, AZ2017
Skills
Internally and Externally Motivated
Strong Organizational skills
Takes initiative
Works effectively as a team member
Strong communication skills
Strong Planning and prioritizing skills
Campaign development and management
Team Leadership
Creative Direction
Affiliations
Alpha Delta Pi Sorority
Junior League of San Francisco
Walnut Creek Neighbors and Newcomers Association
Young Life Capernaum
References
References available upon request
Certification
FINRA Series 7
FINRA Series 66
Accredited Asset Management Specialist (AAMS)
Timeline
Swing Education Substitute
Swing Education
12.2023 - Current
Financial Advisor
Raymond James & Assoc
05.2021 - 08.2023
Account Executive/Junior Financial Advisor
Laurus Financial Group LLC
12.2019 - 05.2021
Transitions Support Consultant
Raymond James & Associates Inc.
10.2017 - 12.2019
Special Services Aide
Lafayette School District- Springhill Elementary
08.2016 - 06.2017
Bachelor of Arts - Psychology
Arizona State University