Gina Gamez
Corinth,TX
Summary
Dynamic Licensed Financial Agent with proven expertise at Global Financial Impact, excelling in financial planning and client relationship management. Demonstrated leadership and critical thinking skills while delivering tailored investment solutions, enhancing customer satisfaction, and driving repeat business. Proficient in Microsoft Excel, I thrive in fast-paced environments, consistently achieving outstanding results.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Financial Agent
Global Financial impact
San Jose, CA
02.2025 - Current
- Analyzed customer requirements and recommended efficient investment products..
- Reviewed documents related to securities transactions such as account applications, prospectuses, and transfer forms.
- Prepared presentations for prospective clients highlighting the benefits of investing in a particular product or service.
- Provided accurate information about products and services to customers.
- Developed strong customer relationships to encourage repeat business.
Legal Assistant/Supervisor
Jenkins Court Receivers
Flower Mound, Tx
08.2018 - 08.2024
- Supported the onboarding process for new hires by preparing workspaces and providing orientation materials.
- Provided administrative support such as filing documents, photocopying and scanning materials.
- Handled telephone calls, meeting plans and conference organization requirements.
- Organized exhibits for trial proceedings.
- Ensured that all paperwork was properly filed according to established procedures.
- Identified opportunities for cost savings by identifying alternative sources of supply or revising existing terms and conditions in contracts.
- Maintained up-to-date records of trainee progress and provided regular updates to management team.
- Managed multiple projects simultaneously while adhering to tight deadlines.
Receptionist
Digestive Health Associates of Texas P.A.
Denton, Tx
07.2017 - 08.2018
- Managed multiple tasks simultaneously while providing excellent customer service in a busy office environment.
- Scheduled patient appointments, verifying accuracy of appointment times with providers.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Oversaw patient admission and discharge processes to coordinate related paperwork.
- Answered, screened, and forwarded incoming phone calls while managing multi-line telephone systems.
Cashier
Wendy's
Corinth, TX
08.2016 - 07.2017
- Worked closely with front-end staff to assist customers.
- Kept check-out areas clean, organized and well-stocked to maintain attractive store.
- Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
- Used suggestive selling techniques to promote add-on sales.
- Accepted cash and credit card payments, issued receipts and provided change.
Server
Johnny Carino's
Denton, TX
02.2014 - 08.2015
- Stocked service areas with supplies during slow periods.
- Served food and beverages to patrons and confirmed complete orders.
- Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations.
- Promoted desserts, appetizers, and specialty drinks to optimize sales.
- Provided exceptional service to high volume of daily customers.
Education
Associates Degree - General Studies
North Central Texas College
Corinth, TX05-2022
Skills
- Critical thinking
- Leadership
- Creativity
- Time management
- Attention to detail
- Communication
- Research
- Teamwork
- Organization
- Negotiations
- Handling sensitive data
- Proficient with Windows or Mac software
- Computer literacy
- Data entry
- Research skills
- Problem solving
- Financial planning
- Proficient in Microsoft Excel and Word
- Public notary
- Typing Speed 70 wpm
References
- Joe Vice, (817) 808-0234
- Carl Ketterling, (817) 478-3729
Languages
- English
- Spanish
Languages
Spanish
Professional
Certification
- Life Agent/Agency
Timeline
Licensed Financial Agent
Global Financial impact
02.2025 - Current
Legal Assistant/Supervisor
Jenkins Court Receivers
08.2018 - 08.2024
Receptionist
Digestive Health Associates of Texas P.A.
07.2017 - 08.2018
Cashier
Wendy's
08.2016 - 07.2017
Server
Johnny Carino's
02.2014 - 08.2015
Associates Degree - General Studies
North Central Texas College