ASHLEIGH JACUSIS
Palm Harbor,FL
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Opening Specialist
Raymond James Financial
09.2025 - Current
- Process, review, and validate 400+ new accounts monthly across brokerage, retirement, and trust platforms, contributing ~10% of total departmental production
- Interpret regulatory requirements and firm policies to ensure full compliance, minimizing risk and preventing account delays or rework
- Liaise directly with financial advisors and internal departments to resolve complex documentation issues and streamline onboarding workflows
- Support large-scale advisor transitions by facilitating account transfers and onboarding entire books of business with accuracy and efficiency
Financial Representative
Westshore Financial Group
01.2025 - 08.2025
- Drove 15% growth in personal book of business and revenue by leveraging networking events, conferences, and relationship-building strategies
- Performed in-depth financial needs analyses, evaluating income, liabilities, and goals to develop customized cash flow and protection strategies
- Presented insurance and financial solutions to clients, strengthening financial literacy and improving long-term security outcomes
- Built and maintained a consistent pipeline through referrals, outreach, and professional engagement initiatives
Financial Advisor Assistant
Burns Estate Planning and Wealth Advisors
08.2023 - 04.2024
- Prepared comprehensive client meeting materials, including financial summaries and planning documents to support advisor recommendations
- Coordinated communication between clients and advisors, improving turnaround time and service efficiency
- Managed scheduling, documentation, and administrative workflows to enhance operational productivity
Fine Dining Server
Mom and Dad’s Italian Restaurant
01.2022 - 07.2024
- Increased average check size through strategic upselling and product recommendations, driving 10% higher revenue per shift
- Delivered high-quality service in a fast-paced, high-volume environment while maintaining accuracy and attention to detail
- Ranked among top servers in sales performance, contributing to overall team revenue growth
Education
Bachelor of Science - Finance
Florida State University
Tallahassee, FL08-2024
A.A. - Business
St. Petersburg College
Tarpon Springs, FL08-2022
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Problem-solving abilities
- Customer relationship management
Certification
- Florida Health, Life, and Annuity Agent (0215)
- Microsoft Office Specialist: Excel (Advanced)
- Coursera Bookkeeping Basics
- Pharmaceutical Sales Certification (PSC) — In Progress
Timeline
Account Opening Specialist
Raymond James Financial
09.2025 - Current
Financial Representative
Westshore Financial Group
01.2025 - 08.2025
Financial Advisor Assistant
Burns Estate Planning and Wealth Advisors
08.2023 - 04.2024
Fine Dining Server
Mom and Dad’s Italian Restaurant
01.2022 - 07.2024
Bachelor of Science - Finance
Florida State University
A.A. - Business
St. Petersburg College
COMMUNITY SERVICE
- Christ the King Lutheran Church Food Bank, Organized event setup and assisted with food distribution to support local families
- Hospice, Provided compassionate support and engagement to elderly patients through recreational activities
TEAMWORK
- Collaborated on finance-focused team projects analyzing international market expansion and business feasibility
- Conducted financial modeling, revenue forecasting, and cost analysis, including WACC calculations
- Presented strategic recommendations to peers, demonstrating strong communication and analytical skills