Fabiana Bertolani

• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Researched and evaluated potential investment products for clients.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Delivered strategic investment advice for individual and corporate clients.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
• Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
• Recommended specific investments to help clients meet financial goals.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Managed time efficiently in order to complete all tasks within deadlines.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Proved successful working within tight deadlines and a fast-paced environment.
• Demonstrated strong organizational and time management skills while managing multiple projects.

• Cultivated a culture of continuous improvement by regularly assessing team performance metrics, identifying areas for growth, and implementing targeted coaching/training initiatives.
• Delivered presentations at industry conferences/events demonstrating thought leadership capabilities and raising company profile among potential partners/clients alike.
• Expanded customer base by targeting new markets, industries, and regions for potential growth opportunities.
• Streamlined internal processes to boost efficiency, leading to increased productivity within the sales team.

Coordinated outreach programs that promoted community engagement while raising awareness of the organization''s mission.

• Provided real-time interpretation services during conferences, contributing to seamless communication between speakers and attendees.