Nicholas Azzarita

Role and Responsibilities:

• Maintained Financial Advisor Contacts: Proactively established and nurtured strong relationships with financial advisors, ensuring open communication channels and fostering a collaborative environment to drive business growth.
• Submitted New Deals: Facilitated the submission of new trust deals, meticulously managing all related documentation and compliance requirements to ensure seamless onboarding and client satisfaction.
• Generated $322 Million in Net New Assets (FY 2023-2024): Played a pivotal role in achieving remarkable financial growth by securing over $322 million in net new assets, showcasing exceptional skills in client acquisition.
• Deal Submission and Asset Growth: Proactively submitted new deals to the pre-acceptance committee on a weekly basis, consistently contributing to the acquisition of assets under management (AUM) and driving the company's financial growth.
• Hosted Educational Webinars: Organized and led educational webinars for Raymond James Trust, N.A., delivering insightful presentations and training sessions to enhance financial advisors' knowledge and promote trust services.

Role and Responsibilities:

• Help clients pursue their financial goals through a detail-oriented approach to financial planning
• Designed individualized planning strategies focused on risk tolerance, tax efficiency, and sophistication
• Facilitated monthly investment committee meetings for the servicing of $140 million advisory assets
• Co-authored market commentaries, performance updates, and trading communications to clients
• Produced and maintained monthly performance reporting and risk data

Role and Responsibilities:

• Due to my superior performance at the Ashburn, VA location I was asked by the Company Owner/CEO to relocate job locations to Middleburg, VA to start-up all business operations at the new location and promoted to ABC Manager
• Responsible for driving daily sales and worked with financial data and reported on financial results

Role and Responsibilities:

• Responsible for the day to day operations of the business
• Managed the day-to-day operations of a busy bar, including staff scheduling, inventory management, marketing, and customer service

Role and Responsibilities:

• Responsible for Accurate Stock monthly inventory
• Reported inventory to Store Manager for reporting to company headquarters
• Strong people skills
• Trained new staff and was responsible as shift leader over 2 staff personnel for processing of inventory
• Excellent communication skills with customers for sales and processing of large items for delivery
• In charge of stock inventory that was over $300,000