Summary
Overview
Work History
Education
Skills
Professional Organizations/Volunteering Activities
Languages
Certification
Accomplishments
Languages
Work Preference
Timeline
OfficeManager
Gianfranco Esposito

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
Tampa
12.2023

Bachelor of Science - Personal Financial Planning

University of South Florida
Tampa
05.2021

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 Time

Work Location

HybridOn-SiteRemote

Timeline

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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