Summary
Overview
Work History
Education
Skills
Websites
Certification
Hobbies and Interests
Languages
Timeline
Generic

Augusto Todeschini

Tampa,FL

Summary

Dedicated Business management professional with strong problem-solving, leadership, and analytical skills. Team player with strong attention to detail. Self-motivated with ability to prioritize and meet deadlines. Strong entrepreneurial acumen with proficiency in finance and financial planning.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Client Development Operations Professional

Fisher Investments
01.2025 - Current
  • Streamlined the end-to-end client onboarding process by coordinating account setup, documentation, and compliance requirements, ensuring a smooth and timely transition for high-value clients.
  • Managed complex asset transfer requests by liaising with custodians, financial institutions, and clients, ensuring accurate movement of funds and securities while minimizing processing errors.
  • Partner with Vice Presidents and senior leadership ensuring a smooth and professional engagement from initial contact through asset transfer.
  • Consistently ranked as a top performer by managing an average workload 25% higher than peers while maintaining accuracy and meeting all service-level deadlines.
  • On-site

Account Executive

Fisher Investments
01.2024 - 01.2025
  • Ranked among top 10% performing new Account Executives through consistent delivery of high outreach volumes—400+ dials per day—with a focus on value-based conversations.
  • Educated high-net-worth individuals on investment strategies and financial planning solutions, translating complex market concepts into clear, actionable insights to drive informed decision-making.
  • Managed a robust pipeline of qualified prospects, leveraging CRM tools and structured outreach to consistently exceed activity and client engagement benchmarks.
  • On-site

Leasing Consultant

Horizon Realty Advisors
01.2023 - 11.2023
  • Primary contact for residents and prospects, handling inquiries, coordinating tours, and managing the full leasing cycle.
  • Trained new leasing staff on operational procedures, fostering a collaborative team environment.
  • Recognized as the #1 leasing agent by securing the highest volume of signed contracts, consistently outperforming team peers in conversions and occupancy growth.
  • On-site

Data Analyst – Team Research Project

University of Florida
08.2022 - 12.2022
  • Conducted in-depth analysis of 15 public datasets, applying econometric models in RStudio to identify inefficiencies in DWI enforcement spending and its correlation with traffic fatalities.
  • Translated complex statistical outcomes into clear, data-driven visuals and presentations, enabling stakeholders to quickly grasp trends and implications for public safety policy.
  • Developed actionable policy recommendations that optimized checkpoint placement and resource allocation, improving safety outcomes while projecting $50,000 in annual government savings.

Education

B.A. - Economics, Minor in Business Administration

University of Florida
Gainesville, FL
04.2023

Skills

  • Finance
  • Data Analysis / Excel
  • Operational excellence
  • Financial Planning
  • Asset management
  • Customer service
  • Operational efficiency
  • Deadline management
  • Database management
  • Time management
  • Problem-solving
  • Client relations

Websites

Certification

Series 65, Registered Investment Advisor.

Hobbies and Interests

Camping, Hiking, Traveling, Fishing, Chess, Soccer, Watches.

Languages

Spanish
Native or Bilingual

Timeline

Client Development Operations Professional

Fisher Investments
01.2025 - Current

Account Executive

Fisher Investments
01.2024 - 01.2025

Leasing Consultant

Horizon Realty Advisors
01.2023 - 11.2023

Data Analyst – Team Research Project

University of Florida
08.2022 - 12.2022

B.A. - Economics, Minor in Business Administration

University of Florida

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