Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Daniel Zesati

Pembroke Pines,FL

Summary

Results-driven Finance graduate with a solid foundation in data analysis and financial modeling. Proven experience in sales operations, legal administration, and customer service, with a track record of improving efficiency and client satisfaction. A quick learner with strong analytical and problem-solving skills, proficient in Microsoft Excel, and eager to apply data-driven insights to support business growth and organizational success.

Overview

3
3
years of professional experience

Work History

Account Associate

State Farm
Tallahassee, FL
04.2025 - Current
  • Utilized eCRM software to manage and track client interactions, ensuring timely follow-ups and consistent client communication.
  • Conducted in-person and phone consultations with prospective and existing clients to assess insurance needs and recommend appropriate coverage.
  • Maintained detailed records and documentation in compliance with company and regulatory standards.

Office Assistant

Brooks, LeBoeuf, Foster, Gwartney, & Hobbs P.A
Tallahassee, FL
08.2024 - 04.2025
  • Managed timely delivery and retrieval of legal documents, ensuring secure handling of sensitive materials, and maintaining strict confidentiality protocols.
  • Provided crucial administrative support, efficiently managing phone communications, appointment scheduling, and correspondence to enhance office productivity.
  • Proposed and executed digital transformation of document management, leading to substantial improvements in accessibility and organization.

Sales Operations Intern

Viatris Inc (VTRS)
Remote
07.2023 - 08.2023
  • Analyzed market trends post-competitor exit, crafting a comprehensive response strategy to capitalize on emerging opportunities and drive sales growth.
  • Streamlined sales training materials, actively contributing to sessions that enhanced team performance and product knowledge.
  • Managed data integrity across multiple platforms, ensuring accuracy and reliability of critical sales and market information for strategic decision-making.

Customer Service Associate

Lowe's
Southwest Ranches, FL
06.2022 - 08.2022
  • Streamlined return processes, reducing processing time and enhancing customer satisfaction.
  • Provided empathetic customer support, addressing concerns and offering solutions. Assisted team members during peak hours, ensuring timely service.
  • Handled cash and credit card transactions efficiently, promoting warranty services when applicable.

Education

Bachelor of Science - Finance

Florida State University
Tallahassee, FL
05.2025

Skills

  • Microsoft Office Suite
  • Data analysis
  • Financial analysis
  • Customer service
  • Problem solving
  • Team collaboration
  • CRM software
  • Fluent in Spanish

Awards

  • Hispanic Scholarship Fund (HSF) Scholarship, 2022
  • President's List, Fall 2023
  • Dean's List, Spring 2024

Timeline

Account Associate

State Farm
04.2025 - Current

Office Assistant

Brooks, LeBoeuf, Foster, Gwartney, & Hobbs P.A
08.2024 - 04.2025

Sales Operations Intern

Viatris Inc (VTRS)
07.2023 - 08.2023

Customer Service Associate

Lowe's
06.2022 - 08.2022

Bachelor of Science - Finance

Florida State University

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