John Iannotti
Palm City,FL
Summary
Proficient Financial Aid Advisor well-versed in program options and regulatory requirements for student assistance. Well-organized and hardworking with good grasp of related paperwork and processes. Compassionate Financial Aid Officer with 2 years of helping students reach full potential through education. Eager to connect prospective applicants with underutilized governmental and private aid programs. Dedicated to enhancing institutions' incoming student body diversity by maximizing financial contributions for deserving students. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
Financial Aid Specialist
Pro College Consulting
San Francisco, CA
10.2023 - Current
- Sole, exclusively-appointed agent within 9-County San Francisco Bay area.
- Combined 72 years of experience in 29 years that Pro College Consulting has been in business.
- Interconnected with over $700 billion in endowment funds across all 50 states.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Proven ability to develop and implement creative solutions to complex financial problems.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Counseled students and parents about financial aid options and program details.
- Processed unique financial aid profiles for undergrad and post-grad applications.
Retirement Services Specialist
Self Employed Services
San Francisco, CA
12.2019 - Current
- Maintained high standards of customer service by building relationships with clients.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Maintained confidentiality of patient finances, records, and health statuses.
- Active 2-15 License in Florida with non-residency licenses in California, Washington, Illinois, Ohio, Michigan, Pennsylvania, and South Carolina.
- State-certified for long-term care in Florida and California.
- $3.3 million in assets under management.
- Implemented exit strategies for clients to transition out of investments.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
Futures Trader
Self-employed
Palm City, FL
07.2018 - 12.2019
- Developed and maintained strong knowledge of multiple derivative contracts and varying levels of benefits within each product.
- Created and implemented strategic trading approaches.
- Interfaced with multi-trillion dollar asset markets (U.S. Dollars)
- Currency futures (Euro, Australian Dollar, Canadian Dollar, Brazilian Real, Mexican Peso, Russian Ruble)
- Precious metals (silver, platinum)
- Stock indices (Dow futures, S&P 500 E-Mini)
- Industrial commodities (aluminum, crude oil, natural gas, high grade copper)
- U.S. Treasuries (2-year Treasury, 10-year Treasury)
Education
Advanced Certification - Futures
Online Trading Academy
Hollywood, FL07.2018
Bachelor of Science - Finance
Nova Southeastern University, United States
Davie, FL2012
Skills
- Student Counseling
- Policy Interpretation
- Financial Planning
- Enrollment Management
- Regulatory Understanding
- Tuition Assistance
- Eligibility Verification
- Eligibility Guidelines
- Application Processes
- Student Advisement
Timeline
Financial Aid Specialist
Pro College Consulting
10.2023 - Current
Retirement Services Specialist
Self Employed Services
12.2019 - Current
Futures Trader
Self-employed
07.2018 - 12.2019
Advanced Certification - Futures
Online Trading Academy
Bachelor of Science - Finance
Nova Southeastern University, United States