Giulia Tatangelo
Toronto,ON
Overview
4
4
years of professional experience
Work History
Project Coordinator
Cossette Media
Toronto, ON
01.2023 - 08.2023
- Managed communication between clients, vendors, and internal teams to ensure seamless project delivery.
- Executed follow-up outreach to clients, addressing challenges and identifying opportunities to enhance product offerings.
- Delivered project status reports to senior management and clients, providing strategic insights that supported business goals.
- Developed strong relationships with key clients, leveraging product knowledge to align solutions with client needs.
Associate
First Avenue Investment Counsel
Toronto, Ontario
01.2022 - 11.2022
- Led onboarding for new clients, ensuring a smooth transition and fostering long-term relationships.
- Conducted outreach to potential clients with a personalized approach to identify financial goals and present tailored investment strategies.
- Collaborated with advisors to create and execute sales strategies that consistently exceeded revenue goals.
- Produced detailed reports on financial performance and portfolio progress, helping clients optimize their investments.
Financial Advisor
TD Canada Trust
Toronto, Ontario
12.2019 - 12.2021
- Cold-called prospective clients and employed consultative sales techniques to assess needs and develop customized solutions.
- Managed a diverse client pipeline, proactively identifying opportunities for upselling and cross-selling banking products.
- Delivered tailored financial plans and investment strategies, demonstrating how TD's services met clients' unique objectives.
- Regularly met and surpassed monthly sales targets by leveraging urgency and creating solutions-focused proposals.
- Cultivated a loyal client base through ongoing communication and personalized service, leading to high client retention rates.
Education
Bachelor of Arts - Media, Information and Technoculture
Western University
Skills
- Sales Advisor: Benson & Hedges
- Style/Sales Advisor: Artizia
- Server/Bartender: Earls
- Social Media Editor & Writer: HerCampus Magazine
- Assistant Manager: Aldo Group
Awards
- Legendary Experience Award Winner for Q4 in Toronto Central District - TD Canada Trust
- Awarded Best Sales of the Month, El Furniture Warehouse 2017
- Recognized for best sales in all of the Region, ALDO Group 2015
- Public Speaking Award, 2010
- Debbie Adams Award: exemplifying a positive attitude and exceptional leadership skills, 2013
Timeline
Project Coordinator
Cossette Media
01.2023 - 08.2023
Associate
First Avenue Investment Counsel
01.2022 - 11.2022
Financial Advisor
TD Canada Trust
12.2019 - 12.2021
Bachelor of Arts - Media, Information and Technoculture
Western University