Jamie DePaolo
Maitland,FL
Summary
Passionate Financial Planning Specialist, dedicated to helping clients build confidence in their financial future through personalized strategies and education. Combines strong expertise in financial analysis with a deep commitment to increasing financial literacy, and empowering individuals to make informed decisions. Proven ability to develop tailored plans that align with client goals, and drive long-term success.
Overview
3
3
years of professional experience
Work History
Financial Planning Specialist
Northwestern Mutual
Orlando, USA
01.2024 - 04.2025
- Managed insurance, investment, client servicing, and onboarding processes.
- Evaluated clients’ financial conditions through detailed interviews, focusing on multiple metrics.
- Analyzed financial data to develop tailored strategies that align with clients' objectives.
- Developed financial plans based on individual needs and goals.
- Prepared presentations, reports, and documents for client meetings.
- Implemented financial plans and insurance strategies
- Coordinated asset transfers between institutions or custodians.
- Contributed innovative ideas to enhance team performance and outcomes.
- Analyzed the book of business to identify revenue-generating opportunities.
Proposal and Project Coordinator
KPM Franklin
Orlando, USA
07.2022 - 11.2023
- Produced, edited, and reviewed proposals for professional engineering services.
- Analyzed RFPs to identify requirements and ensure compliance with government standards.
Education
Bachelor of Science - Business And Information Management
Seminole State College of Florida
Sanford, FL05.2022
Skills
- FINRA Series 7 License
- FINRA Series 63 License
- Florida 215 Insurance License
- Notary Public
- CFP student
- Studying for the Series 65
- Proficient in MS Office (Word, Excel, PowerPoint)
- Financial analysis
Timeline
Financial Planning Specialist
Northwestern Mutual
01.2024 - 04.2025
Proposal and Project Coordinator
KPM Franklin
07.2022 - 11.2023
Bachelor of Science - Business And Information Management
Seminole State College of Florida
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