Alison Pizzuto
Indianapolis,IN
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
11
11
years of professional experience
Work History
Investment Advisor Representative
Smith & Stuczynski Wealth Advisors
09.2020 - 06.2022
- Worked alongside Senior Representatives to advise clients on potential and appropriate financial portfolios
- Managed investments for clients through respective product offerings and vehicles
- Conducted in-depth analysis on portfolio productivity and growth for over 100 clients
- Reviewed client files annually and on-demand to adapt investments with current market trends
Project Manager
Smith & Stuczynski Wealth Advisors
01.2018 - 09.2020
- Prepared and completed investment paperwork in preparation for client review prior to final decisions on investment vehicles
- Managed all marketing communications with clients on a daily, quarterly and as-needed basis
- Facilitated communication between the Compliance Department and Sr. Reps to ensure quick and timely responses both on a daily basis and prior to the annual office audit
- Maintained all client information with the help of CRM technology
Project Manager
Hamilton Exhibits
09.2016 - 01.2018
- Developed and adhered to overall budget throughout the project lifespan to ensure objectives were met without surprise
- Served as the liaison between clients and 8 different internal departments, including design, sales, engineering, fabrication, warehousing, graphics, logistics and accounting
- Organized and coordinated with third party vendors to assist and install displays and brand representation at over 70 events for 15 different clients in varying industries over the course of a year
- Delegated project punch list items to internal teams and reported updates directly to Account Executives to ensure overall project accountability
Client Services Manager
The Promotion Company, a Division of Bonnier Corp.
02.2013 - 08.2016
- Acted as the liaison and primary communicator for over 600 vendors and sponsors over the course of 30 events each calendar year, specifically executing logistics on-site at over 12 events annually
- Streamlined the sponsor fulfillment process through development of a 15-page, event specific Excel workbook used to organize and track all deliverables
- Collaborated daily with marketing, accounting, and operations personnel for efficient and effective communication pre, during and post-event
- Managed a 78 page special interest print and digital publication over the course of six months that was delivered to over 150,000 customers
Special Projects Assistant
2012 Indianapolis Super Bowl Host Committee
05.2011 - 02.2012
- Developed comprehensive volunteer training manuals and managed over 2,000 volunteers as one of only thirty two staff members
- Facilitated the ordering and delivery process of print materials for over 260 Guest Welcome Desks
- Oversaw and developed the logistical aspects of deploying street volunteers to 15 locations over 10 days
- Assisted in the development and implementation of training program for 20,000 volunteers and hospitality employees
Education
Bachelor of Science - Sport Marketing And Management
Indiana University
IN12.2012
Skills
Friendly, Positive Attitude
Teamwork and Collaboration
Problem-Solving
Self-motivated nature
Verbal and written communication
Creative Thinking
Customer Service-Oriented
Client Relationships
Database entry
Budgeting expertise
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkPart TimeLocation Preference
RemoteImportant To Me
Work-life balanceFlexible work hoursCompany CultureHealthcare benefitsWork from home option401k matchPersonal development programsTimeline
Investment Advisor Representative
Smith & Stuczynski Wealth Advisors
09.2020 - 06.2022
Project Manager
Smith & Stuczynski Wealth Advisors
01.2018 - 09.2020
Project Manager
Hamilton Exhibits
09.2016 - 01.2018
Client Services Manager
The Promotion Company, a Division of Bonnier Corp.
02.2013 - 08.2016
Special Projects Assistant
2012 Indianapolis Super Bowl Host Committee
05.2011 - 02.2012
Bachelor of Science - Sport Marketing And Management
Indiana University