Carolyn McGonigle
Kissimmee,Florida
Summary
Diligent, Versatile, and Hardworking individual with a passion for helping people. Highly driven to become a pillar to a team where I cannot only thrive in my own work but bring out the best in others by constantly seeking out new ways to add value.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Executive Financial Assistant
Maggi Tax & Wealth Advisors
04.2025 - 07.2026
- Supported tax preparation, tax planning, financial planning, annuities, investments, life insurance, health insurance, and estate planning.
- Assisted advisors during daily meetings and served as main client contact.
- Built templates and tools that improved workflow efficiency and supported team success.
- Reviewed financial statements, balance sheets, data entry, and reports.
Health and Life Insurance Sales
US Health Advisors
09.2023 - 02.2026
- Obtained a 2-15 Life, Health, and Variable Annuity Agent License. Completed certifications to be licensed in 16 different states.
- Generated over 750K in new business.
- Oversaw multiple CRM systems to enhance data management efficiency, Executed data entry to ensure accuracy of records, Coordinated scheduling for appointments and meetings to optimize client engagement, Employed an assistant to support operational tasks.
Lab Medical Assistant II
BayCare Morton Plant Hospital
01.2022 - 01.2024
- Operated various lab equipment including centrifuges and microscopes to support laboratory operations.
- Facilitated intake of lab samples for analysis, performed data entry, and ensured accurate dispersal to correct departments.
- Coordinated communication between multiple departments and locations to address lab inquiries.
Gymnastics Instructor
LaFleur's Gymnastics
06.2020 - 08.2022
- Instructed gymnastics classes with safe skill progressions.
- Performed rescue actions during high-pressure situations to protect student safety.
- Built client relationships to support retention and attract new clientele.
Education
Bachelor of Science - Biomedical Sciences
University of South Florida
Tampa, FL12-2022
Associate of Arts -
St Petersburg College
Clearwater, FL05-2020
Skills
- CRM proficiency
- Administrative tasks
- Microsoft Office expertise
- Sales management
- Analytical skills
- Time management
- Organizational skills
- Attention to detail
- Communication excellence
- Problem-solving skills
- Adaptability
- Self-motivation
- Reliability and professionalism
- Team collaboration
- Coachability
- Laboratory procedures
- Report preparation
- Training and development
Certification
- 2-15 Life, Health & Variable Annuity License
Timeline
Executive Financial Assistant
Maggi Tax & Wealth Advisors
04.2025 - 07.2026
Health and Life Insurance Sales
US Health Advisors
09.2023 - 02.2026
Lab Medical Assistant II
BayCare Morton Plant Hospital
01.2022 - 01.2024
Gymnastics Instructor
LaFleur's Gymnastics
06.2020 - 08.2022
Bachelor of Science - Biomedical Sciences
University of South Florida
Associate of Arts -
St Petersburg College