Anna Nicole Finberg
Sugarland
Summary
Focus on building strong relationships is the cornerstone of my personal and professional development. Decisive leader, driving company growth through creative and innovative marketing strategies and cross-functional communication tactics. Given the general information required per submission, I am happy to elaborate further in addressing any questions or concerns. Resourceful and adaptive team builder, skilled at analyzing market trends and customer needs to develop highly effective campaigns. Strong knowledge of increasing brand awareness. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvement. Critical thinking, people-centric nature, and compassion have afforded me excellent problem-solving skills. I bring a comprehensive set of skills that I believe will be valuable to CoreBridge Financial.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Wells Fargo Advisors
08.2022 - 07.2024
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to inform clients of strategies for reducing debt and maximizing savings. Facilitated communication between clients and other service providers, collaborated with various stakeholders to promote social services, facilitated outreach activities to build community awareness.
- Developed and maintained relationships with community organizations and agencies, determined needed and relevant interventions based on each client's cognitive abilities and current needs.
- Assisted in developing grant proposals to support social service initiatives, participated in meetings with stakeholders to discuss program objectives and strategies, developing and implementing programs to engage and empower underserved populations.
- Monitored and evaluated impact of social services on community, developed and implemented strategies to enhance quality of social services, cultivated and maintained relationships with community members to facilitate outreach activities.
Brokerage Client Assistant
Wells Fargo Advisors
06.2019 - 08.2022
- Spearheaded successful branding initiatives, sales strategies and public relations approaches to underpin and enhance marketing campaign deployment.
- Devised and deployed online marketing plans with effective social media campaign reducing marketing costs by streamlining marketing roles. Leveraging communications materials, monitoring budgets, and developing protocol.
Client Relations Associate
Merrill Lynch Pierce Fenner & Smith Incorporated
08.2017 - 06.2019
- Investigated and integrated new strategies to expand business operations and grow customer base.
- Directed marketing projects at all stages, including conceptual planning, schedule management and final implementation.
Assistant Personal Training Director
LA Fitness
01.2014 - 05.2016
- Planned and directed fitness operations for three separate facilities; bringing in more than $60,000 in monthly business, while developing strategies to motivate my employees to maximize performance and improve customer satisfaction
- Trained and led team of 100 staff, focused on maximizing service sales and personally conducting up to 60 weekly appointments
- Assessed client body composition, identified optimal fitness strategies, implemented physical therapy to support patient improvement in muscle mass, range of motion and injury recovery.
Education
Bachelor of Arts - Political Science And Government
University of Houston
05.2017
Skills
- 146 hours of fraud training
- Teamwork and Collaboration
- Problem-Solving
- Cultural Awareness
- Team building
- Critical Thinking
- Relationship Development
- Brand Development
- Process Improvement
- Wealth Management
- Relationship Development
- Active Listening
- Procedural review
- Effective communication
Reference(s)
Active Duty Peace Officer in Houston Texas
(281) 467 - 2645
- Texas Licensed Master Peace Officer
- Anti-Terrorism Officer for Metro Police Department 2010-2013
- T.C.O.L.E. Police Instructor
- First Responder Instructor
- National Rifle Association Handgun Instructor
- Texas DPS License to Carry Handgun Instructor
- MPD Training Advisory Board Member
- C.R.A.A.E. (Civilian Response to Active Attack Event) Instructor
- Texas Private Security Board Level 3 and Level 4 Instructor
- U.S. Marine Corps Veteran
Additional Information
Licenses/Registrations
- SIE - Securities Industry Essentials Examination Oct 1, 2018
- Series 7 - General Securities Representative Examination; Mar 7, 2018
- Series 63 - Uniform Securities Agent State Law Examination; Dec 18, 2020
- Series 65 - Uniform Securities Adviser Law Examination; Apr 16, 2022
- State Registrations (B): Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Texas (IA), Utah, Virginia, Washington, West Virginia
- SRO Registrations (B): Croesus BZX Exchange, Inc., Cboe Exchange, Inc., FINRA, NYSE American LLC, NYSE Arca, INC., NYSE Chicago, Inc., Nasdaq GEMX, LLC, Nasdaq ISE, LLC, Nasdaq PHLX LLC, Nasdaq Stock Market, New York Stock Exchange
- Life and Health Insurance License
Russian
Citizen of the Russian Federation
Languages
Russian
Limited Working
Timeline
Financial Advisor
Wells Fargo Advisors
08.2022 - 07.2024
Brokerage Client Assistant
Wells Fargo Advisors
06.2019 - 08.2022
Client Relations Associate
Merrill Lynch Pierce Fenner & Smith Incorporated
08.2017 - 06.2019
Assistant Personal Training Director
LA Fitness
01.2014 - 05.2016
Bachelor of Arts - Political Science And Government
University of Houston
Similar Profiles
Andres MirandaAndres Miranda
Private Client Advisor at Wells Fargo AdvisorsPrivate Client Advisor at Wells Fargo Advisors
Jordan JohnsonJordan Johnson
Customer Service Representative at Wells Fargo AdvisorsCustomer Service Representative at Wells Fargo Advisors
Corey JacobsCorey Jacobs
Client Services Team Lead at Wells Fargo AdvisorsClient Services Team Lead at Wells Fargo Advisors