Ashleigh Jacusis
Palm Harbor
Summary
Efficient Operations Analyst with a background in streamlining complex business operations and improving efficiency. Strengths include robust analytical skills, problem solving abilities, and strategic planning.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Operations Analyst
Raymond James Financial Services, Inc
St. Petersburg
09.2025 - Current
- Process, review, and validate 500+ new accounts monthly across brokerage, retirement, and trust platforms, contributing 15% of total departmental production
- Managed transfer of financial advisors' books of business totaling millions in AUM, ensuring accuracy during onboarding process
- Facilitated account transfers and onboarding of entire books of business during large-scale advisor transitions, maintaining accuracy and efficiency
- Liaised with financial advisors and internal departments to resolve complex documentation issues and streamline onboarding workflows
- Perform quality checks on documentation and trainee submissions to ensure accuracy, compliance, and adherence to company standards
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
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
Financial Advisor Assistant
Burns Estate Planning and Wealth Advisors
08.2023 - 04.2024
- Prepared client meeting materials, including financial summaries and planning documents, to facilitate advisor recommendations
- Coordinated communication between clients and advisors, resulting in improved turnaround time and service efficiency
- Managed scheduling, documentation, and administrative workflows to streamline operations
Education
Bachelor of Science - Finance
Florida State University
Tallahassee, FL08-2024
A.A. - Business
St. Petersburg College
Tarpon Springs, FL08-2022
Certification
- Florida Health, Life, and Annuity Agent (0215)
- Microsoft Office Specialist: Excel (Advanced)
- Coursera Bookkeeping Basics
- Pharmaceutical Sales Certification (PSC) — In Progress
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 financefocused 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
Timeline
Operations Analyst
Raymond James Financial Services, Inc
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