Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experience
References
Timeline
Generic

Anastasia Wasserman

Naples,FL

Summary

Senior Finance major with expertise in financial modeling, market analysis, and financial statement review. Experience includes corporate accounting, financial planning, and client engagement, supporting a comptroller and serving as a client liaison. Proficient in Excel, SQL, and ratio analysis, with a track record of effectively communicating complex financial concepts. Seeking opportunities in sales & trading, securities, and financial analysis to leverage analytical skills and market knowledge in dynamic environments.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Brand Ambassador & Client Liaison

Sagewood Institute
Naples, USA
09.2025 - Current
  • Serve as a primary point of contact for clients, handling inquiries, scheduling, and onboarding.
  • Manage and create social media content to promote services, expanding client reach and engagement.
  • Represent the Sagewood brand at client interactions, building rapport and trust.
  • Collaborate with internal teams to deliver timely and high-quality client service.

Student Analyst (Projects & Coursework)

FGCU Finance Department
Fort Myers, USA
08.2024 - Current
  • Built pro forma models and credit-style spreads in Excel; evaluated leverage, coverage, and liquidity ratios.
  • Performed fixed income and equity research; analyzed yields, spreads, and market conditions.
  • Drafted memos and delivered presentations summarizing risk, return, and recommendations.
  • Applied Excel and SQL for scenario analysis, data cleaning, and quantitative reporting.

Financial Representative Intern

Northwestern Mutual
Naples, USA
06.2025 - 08.2025
  • Analyzed client balance sheets, cash flows, and insurance needs to support tailored financial plans.
  • Gained exposure to securities markets, portfolio construction, and risk management concepts.
  • Presented recommendations to clients, strengthening communication and advisory skills.
  • Collaborated with advisors to identify opportunities and build long-term client relationships.

Assistant to the Comptroller

Parker Naturals, LLC
Naples, USA
09.2023 - 05.2025
  • Supported financial operations by assisting with accounts payable/receivable, reconciliations, and expense tracking.
  • Prepared and reviewed financial records to ensure accuracy and compliance with internal procedures.
  • Assisted in producing monthly financial statements and reports used by senior management for decision-making.
  • Gained exposure to corporate accounting practices and internal controls while balancing part-time work with full-time academics.

Education

Bachelor of Science - Finance

Florida Gulf Coast University (FGCU)
Fort Myers, FL
05.2026

Associate of Arts - Business

Florida SouthWestern State College (FSW)
Naples, FL
05.2024

Skills

  • Financial modeling and market analysis
  • Equity and fixed income research
  • Financial statement analysis
  • Advanced Microsoft Excel and SQL
  • Client relationship management

Certification

2-15 Life, Health & Variable Annuities License, Florida

Volunteer Experience

Humane Society Projects, Naples, FL, Ongoing, Assisted with creating and organizing animal beds to improve the comfort and care of sheltered pets., Supported adoption efforts and community outreach activities, strengthening teamwork and service skills.

References

References available upon request.

Timeline

Brand Ambassador & Client Liaison

Sagewood Institute
09.2025 - Current

Financial Representative Intern

Northwestern Mutual
06.2025 - 08.2025

Student Analyst (Projects & Coursework)

FGCU Finance Department
08.2024 - Current

Assistant to the Comptroller

Parker Naturals, LLC
09.2023 - 05.2025

Bachelor of Science - Finance

Florida Gulf Coast University (FGCU)

Associate of Arts - Business

Florida SouthWestern State College (FSW)

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