Anessa M. Wilde
Providence,RI
Summary
Analytical professional with a proven track record in both hard and soft skills. Skilled in data interpretation and strong communication, I enjoy the day-to-day balance of both meticulous analytical tasks and effective communication. Eager to contribute both technical expertise and strong interpersonal abilities to drive results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Paraplanner
Capital Wealth Management
West Warwick, RI
02.2024 - Current
- Assessed financial data and budgets to create forecasting models.
- Analyzed market trends and economic conditions to develop individualized financial assessments.
- Stayed current on financial regulations, industry best practices, and market developments.
- Built and maintained strong client relationships through ongoing communication, review meetings, and educational conversations about financial strategies.
Server
Atwells Hospitality Group, Providence Oyster Bar
Providence, RI
07.2021 - Current
Investment Service Specialist
Capital Wealth Management
West Warwick, RI
01.2023 - 02.2024
- Managed client inquiries, maintained existing accounts and records, and executed various clerical tasks.
- Collaborated with financial advisors, and other team members, to develop investment solutions and ensure client satisfaction.
- Stayed updated on market trends, financial regulations, and industry changes
Education
MBA - Supply Chain Management Concentration
Johnson And Wales University
Providence, RIBachelor of Science - Culinary Arts
Johnson & Wales University
Providence, RISkills
- Microsoft Excel, Word, Office & Powerpoint
- Strategic Planning
- Actionable Strategy Development
- Trend Analysis
Certification
- Behavioral Financial Advisor (BFA™) Certification
- OSHA 30, CPR/AED/First Aid
- ServSafe Manager Certification
- JWU Women's Rugby Alumni
Timeline
Financial Paraplanner
Capital Wealth Management
02.2024 - Current
Investment Service Specialist
Capital Wealth Management
01.2023 - 02.2024
Server
Atwells Hospitality Group, Providence Oyster Bar
07.2021 - Current
MBA - Supply Chain Management Concentration
Johnson And Wales University
Bachelor of Science - Culinary Arts
Johnson & Wales University
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