Julianna Brooks
Pompano Beach,FL
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Personal Financial Consultant
Self-employed
- Assisted clients in developing personalized financial plans by calculating their 'financial score' using the 50/30/20 rule, guiding them to make informed decisions about spending and saving
- Provided actionable strategies for monthly budgeting, debt repayment, and emergency fund building, helping clients to increase savings by 500% on average
- Guided clients in long-term financial growth by establishing retirement savings through Roth IRAs and maximizing 401K contributions
Server & Trainer
First Watch Inc.
08.2021 - Current
- Optimized team efficiency using data-driven decision-making, improving table turnover rates by 33% and boosting revenue potential
- Analyzed sales trends and transaction data to refine upselling strategies, increasing average check totals by 67%
- Led training programs, onboarding 30+ employees, and enhancing team integration
Executive Assistant Intern
Bcraft Consulting & Brazen Imports
08.2023 - 01.2024
- Optimized executive efficiency by assisting the CEO with daily tasks, reducing workload burden, and enabling greater focus on strategic initiatives
- Managed and structured key business documents, organizing files, spreadsheets, and reports to improve accessibility and workflow efficiency
- Contributed to business growth by supporting the CEO in the onboarding and consulting process for Pickle Shot Vodka and contributed to a 50% expansion of the client portfolio
Education
Bachelors of Science - Business Administration
University of Florida
Gainesville, FLAssociate of Arts - Business Administration
Palm Beach State College
Boca Raton, FLSkills
- Customer service orientation
- Forecasting & planning
- Quantitative research
- Cost-benefit analysis
- PESTEL Framework Analysis
- Financial Budgeting
- Project management
- Proficient in GAAP Standards
- Advanced verbal & written communication
Certification
- Real Estate Sales Associate, Florida Department of Business & Professional Regulation, 2022
- Life, Health & Annuities License, Florida Department of Financial Services, 2022
Extracurricular activities
Student Financial Consultant
- Assisted clients in developing personalized financial plans by calculating their "financial score" using the 50/30/20 rule, guiding them to make informed decisions about spending and saving
- Provided actionable strategies for monthly budgeting, debt repayment, and emergency fund building, helping clients to increase savings by 41.6% on average every month
- Guided clients in long-term financial growth by establishing retirement savings through Roth IRAs and maximizing 401K contributions
Timeline
Executive Assistant Intern
Bcraft Consulting & Brazen Imports
08.2023 - 01.2024
Server & Trainer
First Watch Inc.
08.2021 - Current
Personal Financial Consultant
Self-employed
Bachelors of Science - Business Administration
University of Florida
Associate of Arts - Business Administration
Palm Beach State College
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