Gianfranco Esposito
Tampa,FL
Summary
Detail-focused financial expert, skilled in managing substantial asset portfolios and improving client financial outcomes through strategic use of financial tools. Demonstrates a strong track record in client relations and complex account management, aiming to apply these capabilities to drive success in the financial planning industry. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Morgan Stanley
Tampa, FL
02.2025 - Current
- Fielded inbound customer inquiries to assist with account requests, including money movement, transfer of assets, and trade updates.
- Followed up on outstanding account items to ensure timely resolution.
- Participated in continuing education and professional development initiatives.
- Identified potential areas of concern or improvement within a client's portfolio.
- Educated customers about different types of products available from the company's portfolio.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
- Assisted clients in understanding complex financial concepts and instruments.
- Ensured that all customer inquiries were answered promptly and completely.
- Provided accurate information regarding fees, commissions, regulations related to financial services.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
Custody & Clearing Services Specialist
J.W. Cole Financial
Tampa, FL
01.2024 - 11.2024
- Managed daily operations related to client accounts, including invoicing, scheduling, billing, and other administrative tasks.
- Provided guidance and training on proper use of products and services as needed by customers.
- Assisted customers with account inquiries such as transfers, deposits, withdrawals or other transaction requests.
- Maintained accurate records of customer accounts including contact information, order history, balance due and payment status.
- Resolved customer complaints quickly while maintaining a positive relationship with the customer.
- Developed relationships with existing customers to increase customer loyalty and retention rates.
- Responded promptly to customer inquiries via phone or email.
Graduate Assistant of the Personal Financial Planning
University of South Florida
Tampa, FL
08.2021 - 12.2023
- Performed administrative duties such as scheduling meetings, preparing reports and maintaining files.
- Prepared instructional materials such as slideshows, handouts or online resources.
- Conducted research to support faculty members in their teaching and research activities.
- Assisted in the development of graduate-level course materials, such as syllabi, lesson plans and assignments.
- Organized events such as seminars, workshops or conferences for graduate students.
- Facilitated communication between faculty members and departmental staff.
- Collaborated with other departments to ensure efficient delivery of services.
- Responded promptly to inquiries from students regarding course content or requirements.
- Developed strategies to enhance student engagement within the classroom setting.
- Collaborated with faculty on special projects related to curriculum development and program assessment.
- Assisted in coordinating programming and initiatives to support inclusion and engagement.
Asset Management Consultant Intern
Raymond James Financial
St. Petersburg, FL
05.2023 - 07.2023
- Developed a system for monitoring the performance of existing investments against predetermined goals and objectives.
- Performed back-testing of trading strategies using historical data sets to identify areas for improvement.
- Monitored news sources for timely updates on relevant markets, sectors, or companies.
- Performed due diligence reviews of prospective investments.
- Assisted in the preparation of detailed presentations on current market conditions.
- Developed and maintained portfolio tracking systems for multiple asset classes.
- Provided support in the creation of portfolios tailored to client needs through appropriate asset allocation decisions.
- Assisted in the preparation of client portfolios in accordance with their risk profiles.
- Developed comprehensive models for forecasting future returns on investments.
Advisor Solutions Intern
J.W. Cole Financial
Tampa, FL
05.2022 - 08.2022
- Collaborated with cross-functional teams to ensure successful project execution.
- Identified opportunities for business growth through new products or services.
- Developed and presented business plans for clients to assist in the decision-making process.
- Coached employees on best practices in order to improve their job performance.
- Created financial projections based on market research data and industry trends.
- Conducted market research to identify new business opportunities.
- Assisted with creating marketing campaigns to increase sales and brand awareness.
- Pinpointed growth opportunities within services portfolio and business model.
Student Ambassador
Office of International Admissions
Tampa, FL
05.2020 - 05.2021
- Participated in community outreach activities by attending college fairs around the area.
- Organized meetings with faculty members, staff and administrators to discuss recruitment strategies.
- Assisted in planning and organizing events on campus such as open house, orientation and alumni reunions.
- Assisted in coordinating events such as commencement ceremonies, athletic competitions.
- Managed registration process for new students during orientation sessions.
- Collected feedback from current students about their experience at the university.
- Developed marketing materials related to student recruitment initiatives including brochures, pamphlets, flyers.
- Provided guidance to newly admitted students on course selection and other matters related to student life.
- Responded to inquiries from potential applicants via email or telephone regarding admissions processes, financial aid options and other relevant topics.
- Helped with registration processes and applications.
- Provided information to visitors regarding the admission process, academic programs and student life.
Student Experience Leader
INTO Partnerships (USF)
Tampa, FL
11.2018 - 04.2020
- Conducted regular meetings with staff to discuss progress, identify challenges, and develop solutions.
- Organized events for staff engagement activities such as team building exercises.
- Served as a resource for new students seeking assistance in navigating university systems or services.
- Counseled individual students who had difficulty adjusting to college life.
- Prepared and presented information about student services, academic programs, campus resources and other topics related to student life.
- Planned social activities that promoted community building among new students.
- Provided orientation to new students and their families, explaining the university policies and procedures.
- Conducted tours of the campus for incoming freshmen.
- Led small group discussions on topics such as time management, study skills, career planning, financial aid and health services.
- Monitored student feedback regarding Orientation programming initiatives.
- Facilitated workshops on various topics including diversity awareness, mental health support and substance abuse prevention.
Education
Master's - Business Administration
University of South Florida
Tampa12.2023
Bachelor of Science - Personal Financial Planning
University of South Florida
Tampa05.2021
Skills
- Microsoft Office
- Tableau
- MoneyGuidePro
- eMoney
- Morningstar Direct
- Albridge
- Redtail (Orion)
- MPI Stylus
- Salesforce
- Encore Estate Plans
- AssetMap
Professional Organizations/Volunteering Activities
- Director (at Large), Financial Planning Association Tampa Bay Chapter
- Professional Member, National Association of Personal Financial Advisors.
- NextGen Ambassador, Business Transition Council of Tampa.
- Senior Advisor - University Relations & Founder, Mu Nu Upsilon (MNY) Fraternity, Inc. USF Alpha Chapter.
- Professional Member, SER Summit for Latin@s in FinServ.
- Professional Member, ALPFA Tampa Bay Chapter.
- Former Senior Associate & Consultant for Wealth Management Division, Student Investment Club at USF
- Student Fundraiser, American Cancer Society Tampa Bay
Languages
- Italian, Working knowledge
- English, Native speaker
- Spanish, Native speaker
Certification
- Series 7 & 63
Accomplishments
- Awarded with the John J. Saunders Graduate Fellowship
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Italian
Professional
Work Preference
Work Type
Full TimeLocation Preference
HybridOn-SiteRemoteTimeline
Financial Services Representative
Morgan Stanley
02.2025 - Current
Custody & Clearing Services Specialist
J.W. Cole Financial
01.2024 - 11.2024
Asset Management Consultant Intern
Raymond James Financial
05.2023 - 07.2023
Advisor Solutions Intern
J.W. Cole Financial
05.2022 - 08.2022
Graduate Assistant of the Personal Financial Planning
University of South Florida
08.2021 - 12.2023
Student Ambassador
Office of International Admissions
05.2020 - 05.2021
Student Experience Leader
INTO Partnerships (USF)
11.2018 - 04.2020
Master's - Business Administration
University of South Florida
Bachelor of Science - Personal Financial Planning
University of South Florida
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