Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Timeline
Generic

Gracie Colombo

Tampa,FL

Summary

Dynamic U.S. Private Client Operations Associate at Fisher Investments with expertise in financial operations and compliance. Proven track record in executing complex 401(k) rollovers and RMD distributions, ensuring precision and client satisfaction. Skilled in CRM software and adept at fostering strong client relationships, driving operational excellence in a fast-paced environment.

Overview

2
2
years of professional experience

Work History

U.S. Private Client Operations Associate

Fisher Investments
Tampa , Florida
08.2024 - Current
  • Manage a portfolio of high-net-worth client accounts ranging from $500,000 to $15 million, delivering white-glove service, and tailored operational support.
  • Facilitate daily 60-day 401(k) rollover processes, ensuring accurate, compliant, and timely execution of retirement fund transfers.
  • Execute over 150 individual Required Minimum Distribution (RMD) transactions within a three-month period, ensuring precision, regulatory compliance, and timely client fulfillment
  • Possess deep familiarity with custodial documentation and operational nuances across major institutions, including Fidelity, Morgan Stanley, UBS, and Pershing
  • Act as a liaison between clients and internal departments, including portfolio management, sales, and operations, to coordinate and resolve complex requests
  • Manage account onboarding, documentation review, and asset transfers with a focus on accuracy and service excellence
  • Maintain a high standard of communication through phone and email in a fast-paced, client-centric environment

Equity Analyst for the Bailey Student Investment Fund

University of Tampa
08.2023 - 01.2024
  • Conducting in-depth equity research, analyzing financial statements, and evaluating investment opportunities to make informed buy/sell recommendations within the Consumer Discretionary/ Energy sector of the S&P 500
  • Continuously monitoring and updating DCF models to reflect changing market conditions and business performance, ensuring accurate valuations and decision-making
  • Skilled in creating and maintaining complex financial models, including discounted cash flow (DCF) and relative valuation
  • Capable of assessing risk factors and macroeconomic indicators to make risk-aware investment decisions

Sales Intern

Marsh McLennan - Bouchard
05.2023 - 07.2023
  • Shadowed sales professionals to gain a deeper insight into best practices and strategies for maximizing sales revenue
  • Proficient in assessing potential risks, market trends, and competitive landscapes to make data-driven sales decisions
  • Spearheaded the creation and delivery of a strategic sales pitch to the President, focusing on a real-world client. The presentation included an in-depth analysis of the client’s needs, accompanied by a tailored approach for client acquisition and service delivery.

Education

Bachelor of Science - Finance

University of Tampa
Tampa
05.2024

Skills

  • Financial Operations and Administration
  • Compliance and Regulatory Understanding
  • CRM software
  • 401(k) Rollovers and RMD Distributions
  • Asset and Account Transfer Management
  • Microsoft Office Suite

Affiliations

  • University of Tampa Women’s Lacrosse
  • Metropolitan Ministries Volunteer
  • Charlotte Latin Women's Lacrosse

Timeline

U.S. Private Client Operations Associate

Fisher Investments
08.2024 - Current

Equity Analyst for the Bailey Student Investment Fund

University of Tampa
08.2023 - 01.2024

Sales Intern

Marsh McLennan - Bouchard
05.2023 - 07.2023

Bachelor of Science - Finance

University of Tampa

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Gracie Colombo