Registered Representative
MassMutual Greater Washington
05.2021 - 02.2025
Hi, I’m
Alessandra Tassara
Chevy Chase,MD
Summary
Analytical and results-driven financial services professional with expertise in client support, networking, and needs assessments.
Skilled in problem-solving, program evaluation, and stakeholder engagement, with experience working alongside government officials, private sector leaders, and multilateral organizations.
Recognized for a strong work ethic, adaptability, and eagerness to learn. Holds Series 7, 63, 6, and Health & Insurance licenses; currently pursuing Series 65. Seeking growth opportunities in the financial services sector.
Skilled in problem-solving, program evaluation, and stakeholder engagement, with experience working alongside government officials, private sector leaders, and multilateral organizations.
Recognized for a strong work ethic, adaptability, and eagerness to learn. Holds Series 7, 63, 6, and Health & Insurance licenses; currently pursuing Series 65. Seeking growth opportunities in the financial services sector.
Work History
MassMutual Greater Washington
Registered Representative
05.2021 - 02.2025
Job overview
- Shared details regarding financial products and services with clients.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.
- Identified new business opportunities by networking within the local community and attending industry events, leading to an expanded client base.
Just Governance Group
Project Evaluation
01.2018 - 06.2018
Job overview
- Designed open and closed ended questions for baseline surveys to capture progress and lessons learned. Conducted interviews.
- Organized and analyzed qualitative data using NVivo and quantitative data using Excel.
- Developed executive presentations and reports to facilitate project evaluation and process improvement.
Department of National Defence (Canada)
Program Evaluation - Banking Program
01.2015 - 12.2015
Job overview
- Conducted surveys (SurveyMonkey), interviews, and field observations to assess program impact.
- Compiled and organized data using NVivo and Excel for in-depth analysis.
- Analyzed program effectiveness, relevance, and partnership outcomes with the Bank of Montreal.
- Prepared a comprehensive evaluation report and delivered findings to the client.
Inter-American Development Bank
Consultant, Integration and Trade
07.2013 - 12.2013
Job overview
- Mapped institutional and ad-hoc mechanisms facilitating private sector dialogue, knowledge sharing, and collaboration in trade agreements.
- Conducted interviews with government officials, private sector stakeholders, and trade experts to assess engagement effectiveness.
- Compiled key findings into a comprehensive report highlighting lessons learned and best practices for trade integration.
Organization of American States (OAS)
Economist, Sustainable Democracy
03.2010 - 03.2013
Job overview
- Monitored economic and political developments in Latin American countries.
- Served as a member of the OAS SAPEM team, identifying key political and economic risk factors and forecasting regional scenarios.
- Engaged with Latin American government officials, political and economic stakeholders, and multilateral organizations to gather intelligence for internal reporting.
Scotiabank (Banco Sudamericano)
Branch Manager
10.1998 - 12.2000
Job overview
- Successfully managed a branch office with a team of five employees, ensuring efficient operations.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Citi Bank
Assistant Manager, Financial Services
08.1994 - 09.1996
Job overview
- Successfully promoted new financial products and services, increasing client engagement and revenue.
Education
Carleton UniversityOttawa, Canada
Diploma from Program Evaluation
01-2015
Georgetown UniversityWashington, DC
Master of Arts from Latin American Studies, Economics
03-2009
Instituto De Empresa (IE) Madrid, Spain.
MBA from Business Administration
07-1998
Universidad De LimaLima, Peru
Bachelor of Arts from Economics
04-1995
Skills
- Customer Service Expertise
- Client Relationship Building
- Proficient in Networking
- Results-Oriented Mindset
Languages
English
Full Professional
Spanish
Native or Bilingual
Italian
Professional Working
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Financial Services
Financial Advisor
Hobbies
Tennis, cycling and cooking.
Timeline
Project Evaluation
Just Governance Group
01.2018 - 06.2018
Program Evaluation - Banking Program
Department of National Defence (Canada)
01.2015 - 12.2015
Consultant, Integration and Trade
Inter-American Development Bank
07.2013 - 12.2013
Economist, Sustainable Democracy
Organization of American States (OAS)
03.2010 - 03.2013
Branch Manager
Scotiabank (Banco Sudamericano)
10.1998 - 12.2000
Assistant Manager, Financial Services
Citi Bank
08.1994 - 09.1996
Carleton University
Diploma from Program Evaluation
Georgetown University
Master of Arts from Latin American Studies, Economics
Instituto De Empresa (IE)
MBA from Business Administration
Universidad De Lima
Bachelor of Arts from Economics
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