Lisa Coti
Ridgefield,NJ
Summary
Insightful Wealth Management Advisor known for high productivity and efficient task completion. Possess specialized skills in financial planning, risk management, and client relationship building. Excel in critical thinking, communication, and problem-solving to provide tailored wealth management solutions. Commitment to continuous learning ensures staying ahead of market trends and regulations to serve clients effectively. Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance. Meticulous professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals. Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and dedicated to satisfying customers. An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth. Recent graduate with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly. Experienced and dependable general worker with a proven track record of efficiently completing tasks in various settings. Skilled in manual labor, equipment operation, and maintaining a clean and organized workspace. Safety-conscious with a strong work ethic and the ability to adapt to different environments. Ready to contribute to a dynamic team and make a positive impact. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Motivated student eager to apply classroom knowledge to real-world experiences, with a strong willingness to learn and contribute. Effective communicator with a collaborative mindset, ready to bring fresh perspectives and a strong work ethic to any team.
Overview
2027
2027
years of professional experience
Work History
Wealth Management Advisor
Aspire Health Partners
- Current
- Constructed cash flow projections for clientele from various backgrounds and with different types of investment potential.
- Researched and collected data on industry trends to support portfolio construction.
- Built and maintained productive, loyal relationships with clients through intelligent wealth management and careful transaction oversight.
- Attended internal and external partner sessions to gain financial product knowledge.
- Created financial plans to allocate assets for clients to obtain goals.
- Collaborated with service lines to define wealth targets and goals for clients.
- Analyzed financial information obtained from clients to determine strategies, products and services to meet objectives.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Consulted with clients to assess and meet short- and long-term financial goal.
Senior Partner
Annuity.com
- Led meetings of firm partners to keep discussions focused on agenda topics.
- Informed staff of policy changes and strategic plans.
- Assisted with development and implementation of marketing strategies to increase firm business.
- Conducted thorough interviews of prospective jurors as part of voir dire process to assess for competency and biases, making for-cause challenges to dismiss unfit candidates.
- Interviewed clients and witnesses to acquire additional insight into case details.
- Gathered public records and interviewed witnesses relevant to cases.
- Negotiated and drafted settlement agreements to resolve litigated cases.
- Drafted wills, powers of attorney, trusts and estate planning documents.
- Coordinated with investigators and law enforcement agencies to obtain information or evidence used in hearings.
- Advised clients regarding legal matters, business transactions and claim liability.
- Leveraged knowledge of precedents and applicable laws to determine probable case outcomes.
Management
New York Life
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Negotiated contracts and agreements with vendors and suppliers to reduce costs.
- Analyzed market trends and competitor activity to inform business strategy.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Coordinated cross-departmental projects to ensure timely and successful completion.
- Enhanced team morale and retention through recognition programs and career development opportunities.
- Enhanced customer satisfaction through the development of a customer service excellence program.
- Conducted performance evaluations, providing feedback and coaching for team development.
- Managed risk by developing and implementing effective risk management strategies.
Software Engineer
Google
- Researched new technologies and methodologies to propose innovative software solutions.
- Utilized Agile methodologies to manage project timelines and deliverables efficiently.
- Led small development teams, overseeing project progress and mentoring junior engineers.
- Provided technical support and troubleshooting assistance for software users.
- Coordinated with quality assurance teams to ensure software met all testing criteria.
- Participated in continuous learning opportunities to stay current with emerging technologies.
- Documented software designs and architecture for future reference and maintenance.
- Optimized existing software systems for improved performance and scalability.
- Collaborated with cross-functional teams to gather and define requirements for new software features.
- Integrated third-party APIs and services to enhance software functionality and interoperability.
- Developed custom algorithms to solve complex problems and improve software efficiency.
- Deployed software updates and patches to ensure security and functionality.
- Utilized variety of engineering languages to develop web applications.
Data Scientist
Walmart
- Developed predictive models using machine learning, natural language and statistical analysis methods.
- Designed models, algorithms and visualizations to distill insights from huge volumes of data.
- Developed new functions and applications to conduct analyses.
- Recommended data analysis tools to address business issues.
- Cleaned and manipulated raw data.
- Applied feature selection algorithms to predict potential outcomes.
- Tested, validated and reformulated models to foster accurate prediction of outcomes.
- Followed industry innovations and emerging trends through scientific articles, conference papers or self-directed research.
- Distilled data to devise solutions related to budgeting, staffing and marketing decisions.
- Created graphs and charts detailing data analysis results.
- Designed surveys, opinion polls and assessment tools to collect data.
- Used statistical software to analyze and process large data sets.
- Managed household errands and other essential duties.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Operated equipment and machinery according to safety guidelines.
- Achieved cost-savings by developing functional solutions to problems.
- Conducted testing of software and systems to ensure quality and reliability.
- Assisted with customer requests and answered questions to improve satisfaction.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Accountant
Diesel Tech PRO LLC
- Monitored balance sheets and income statements to evaluate financial performance.
- Managed accounts payable and receivable, improving cash flow management.
- Reviewed financial information detailing assets, liabilities, and capital.
- Cross-trained employees, enabling completion of priority tasks during personnel absences.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Designed internal control policies to improve audit scores.
- Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
- Researched and implemented best practices to improve audit results.
- Analyzed balance sheets for mistakes and inaccuracies.
- Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
- Posted financial data in Excel spreadsheets and managed inventory.
- Wrote reports, authored papers and organized supporting documentation.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Assisted clients in determining business strategy and achieving profitability goals.
- Researched changes in laws to maintain adherence to financial regulations.
- Minimized internal accounting department backlogs by updating accounts and generating reports.
- Reduced audit fees by bringing audit processes in-house.
Sales Associate
Parkway Toyota
- Helped customers find specific products, answered questions, and offered product advice.
- Used technology resources to assist customers in locating and selecting items.
- Engaged customers in friendly, professional dialogue to determine needs.
- Developed trusting relationships with customers by making personal connections.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Built and maintained relationships with peers and upper management to drive team success.
- Adapted sales strategies based on customer interactions and feedback to improve results.
Sales Associate
Mandee
- Helped customers find specific products, answered questions, and offered product advice.
- Used technology resources to assist customers in locating and selecting items.
- Engaged customers in friendly, professional dialogue to determine needs.
- Developed trusting relationships with customers by making personal connections.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Built and maintained relationships with peers and upper management to drive team success.
- Adapted sales strategies based on customer interactions and feedback to improve results.
Sales Associate
Macy's
- Helped customers find specific products, answered questions, and offered product advice.
- Used technology resources to assist customers in locating and selecting items.
- Engaged customers in friendly, professional dialogue to determine needs.
- Developed trusting relationships with customers by making personal connections.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Built and maintained relationships with peers and upper management to drive team success.
Education
Science, Engineer
Rutgers University
Bachelor of Science - Accounting
Ramapo College of New Jersey
Mahwah, NJLaw Student
Fordham University
Science
Bergen Community College
Skills
- Socially responsible investing
- Business succession planning
- Tax planning
- Insurance planning
- International investing
- Financial planning
- Tax-loss harvesting
- Portfolio diversification
- Debt management
- Long-term care planning
- Commodities investing
- Private equity investments
- Personal financial analysis
- Endowment management
- Derivative strategies
- Life insurance strategies
- Trust services
- Donor-advised funds
- Structured products
- Wealth preservation
- Alternative investments
- Investment strategies
- Hedge fund strategies
- Equity strategies
- Fixed income strategies
- Behavioral finance
- Retirement planning
- Philanthropic advisory
- Pension planning
- Currency management
- Estate planning
- Inflation protection
- Nonprofit investment management
- Capital gains strategies
Timeline
Wealth Management Advisor
Aspire Health Partners
- Current
Management
New York Life
Software Engineer
Google
Data Scientist
Walmart
Accountant
Diesel Tech PRO LLC
Sales Associate
Parkway Toyota
Sales Associate
Mandee
Sales Associate
Macy's
Senior Partner
Annuity.com
Science, Engineer
Rutgers University
Bachelor of Science - Accounting
Ramapo College of New Jersey
Law Student
Fordham University
Science
Bergen Community College