Denise Bonetti
San Diego
Summary
Investment Specialist | Sales and Marketing Specialist | Commercial Analyst | Financial Analyst and Customer Service/ Housing Specialist, Case Manager and Benefits, I have 4 years of experience as a Social Worker.
Overview
11
11
years of professional experience
Work History
Benefits Counselor / Housing Stability Specialist
NAMI-NYC / Imperial County, CA
07.2023 - Current
- Conduct intake assessments to evaluate housing needs, financial eligibility, and benefit entitlements.
- Support clients in applying for public benefits such as SNAP, SSI/SSDI, TANF.
- Collaborate with San Diego Housing Commission on housing placements and support.
- Monitor client progress and update service plans accordingly.
- Conduct thorough intake assessments to determine housing status, income level, support systems, and barriers to stability.
- Assist clients in applying for and securing housing, including emergency shelters, transitional housing, and permanent supportive housing.
- Monitor client progress, conduct regular follow-ups, and adjust support strategies as needed.
- Maintain accurate, timely case documentation in compliance with agency and funding requirements.
Sales Supervisor
Kyoui Oral Care
07.2018 - Current
- Led sales at major industry conferences nationwide.
- Supervised team during national events ensuring consistency and engagement.
- Sold directly to dental professionals and tailored product presentations.
System Navigator
PATH
10.2022 - 06.2023
- Conduct comprehensive client needs assessments to identify service gaps.
- Create and implement individualized service plans.
- Work with cross-functional teams including case managers, clinicians, and social workers.
- Empower clients with knowledge and tools to navigate public systems.
Hospitality Associate
InterContinental Hotels & Resorts
11.2018 - 11.2022
- Delivered high-touch service in a 5-star luxury environment.
- Ensured exceptional guest experiences that drove satisfaction and loyalty.
Investment Specialist Manager
Itaú BBA
09.2014 - 05.2018
- Conduct in-depth research on financial markets, macroeconomic trends, and asset performance, including equities, fixed income, derivatives, FX, and commodities.
- Develop and present customized investment portfolios and financial plans.
- Monitor market conditions and portfolio performance, making adjustments as needed to meet client objectives.
- Provide expert insights on futures, options, and interest rate curves (where applicable).
- Collaborate with internal teams including research analysts, relationship managers, and compliance professionals to deliver holistic financial solutions.
- Educate clients on investment strategies, market outlooks, and risk management principles.
- Ensure regulatory compliance with industry standards and firm policies.
- Prepare investment reports, proposals, and presentations for both internal use and client meetings.
Education
MBA - Business And Marketing
Faculdade Metropolitana
Sao Paulo, Brazil12-2010
Bachelor of Business Administration (BBA) - Business
Universidade Presbiteriana Mackenzie
Sao Paulo, Brazil12-2006
Skills
- Researching issues
- Developing relationships
- Paperwork processing
- Networking skills
- Data analysis
- Organizational systems
- Coordinating documents
- Preparing reports
- Developing solutions
- Plan administration
- Procedure writing
- Benefits tracking
- Managing enrollments
- Open enrollments
- Relationship building
- Problem-solving
- Teamwork and collaboration
- Problem-solving abilities
- Reliability
- Critical thinking
- Organizational skills
- Active listening
- Decision-making
- Microsoft Excel proficiency
- Self motivation
- Conflict resolution
- Goal setting
- Adaptability
Languages
Portuguese
Native or Bilingual
Timeline
Benefits Counselor / Housing Stability Specialist
NAMI-NYC / Imperial County, CA
07.2023 - Current
System Navigator
PATH
10.2022 - 06.2023
Hospitality Associate
InterContinental Hotels & Resorts
11.2018 - 11.2022
Sales Supervisor
Kyoui Oral Care
07.2018 - Current
Investment Specialist Manager
Itaú BBA
09.2014 - 05.2018
MBA - Business And Marketing
Faculdade Metropolitana
Bachelor of Business Administration (BBA) - Business
Universidade Presbiteriana Mackenzie
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