Ana Weitzman
Murfreesboro,TN
Summary
Driven professional with background in fast-paced financial environment. Detail-oriented individual with strong foundation in financial planning and client support with a strong commitment to teaching a biblical perspective of financial stewardship. Familiar with financial regulations and investment strategies, proficient in data analysis and financial software. Dedicated to providing comprehensive support to financial planners and enhancing client satisfaction through meticulous planning and organization.
Overview
24
24
years of professional experience
Work History
Financial Paraplanner
Alliance Entrust
01.2023 - 01.2024
- Proactively serve the needs of 3 Advisors and Senior Advisors
- Process report checklist for 75 clients prior to client meetings held 2x a year
- Managed client calls, emails, and texts
- Prepare and process client paperwork
- Collecting and filing client documents
- Processing client cashiering needs
- Meeting attendance, detailed note-taking, implementation, and task management totaling to an average of 10 tasks daily and detailed updates
- Proactive and productive client communication
- Assist advisor with the onboarding of clients
- Provide advanced administrative support
Admin/Paraplanner
David S. Reinders, Inc.
01.2017 - 01.2023
- Collaborating with Financial Planners in preparing financial plans for clients
- Gathering and Analyzing client data
- Assisting in assessing financial needs for clients and efficient follow through
- Aiding in the presentation of Financial Plans to Clients
- Teaching a biblical approach to finances through Kingdom Advisors
- Creating, Reviewing & Analyzing financial statements for accuracy
- Opening client accounts through Fidelity
- Walking clients through their customized Debt Snowball
- Calendar Management
- Overseeing/Coordinating Special Events
Investor Relations Manager
Benedict Canyon Equities/ JB Partners
01.2011 - 01.2017
- Company Overview: Property Management Co./Investment Co
- Property Management Co./Investment Co
- Streamlined investor relations operations and prioritized tasks allowing senior staff to stay in compliance and maintain accurate records of investor funds and timely investment subscriptions
Manager
Downey Savings merged into US Bank
01.2006 - 01.2010
- Retail Banking
- Teller
- Operations Assistant
Sr. Personal Financial Representative
Washington Mutual Bank
01.2000 - 01.2005
- Sr. Teller
- Sr. Financial Representative
Education
Graduate -
Kennedy High School
Partial General -
CSUN
Skills
- Strong communication skills
- Continuous learning mindset
- Bilingual
- Empathetic
- Strategic thinking
- Team Training/Management/Coaching
- Quick Data Entry
- MS Excel, MS Powerpoint, Quickbooks Online, Wealthscape, Advyzon, Outlook, Redtail
- Loyal team player, flawless integrity
- Self-motivated
- Effective time management
Languages
Fluent in Spanish speaking
Timeline
Financial Paraplanner
Alliance Entrust
01.2023 - 01.2024
Admin/Paraplanner
David S. Reinders, Inc.
01.2017 - 01.2023
Investor Relations Manager
Benedict Canyon Equities/ JB Partners
01.2011 - 01.2017
Manager
Downey Savings merged into US Bank
01.2006 - 01.2010
Sr. Personal Financial Representative
Washington Mutual Bank
01.2000 - 01.2005
Graduate -
Kennedy High School
Partial General -
CSUN
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