Remi Calozza
Woodinville,WA
Summary
Motivated and accomplished financial professional with a strong foundation in finance and marketing, complemented by recent success in earning multiple industry licenses, including the SIE, Series 7, Series 66, and Insurance Producer License. A recent graduate of Washington State University, I bring a dynamic skill set that blends analytical problem-solving, client relationship management, and a results-oriented mindset. My experience in both the financial services industry and customer-facing roles has honed my ability to build trust, deliver tailored solutions, and drive meaningful outcomes for clients. Ready to leverage my expertise to make an immediate impact as a Financial Advisor and contribute to organizational growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Financial
12.2024 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with budgeting and cash flow management.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Managed risk effectively through careful analysis of clients' needs and portfolio diversification strategies.
Peer Financial Wellness Coach Internship
Washington State University
01.2024 - 05.2024
- Conduct peer-to-peer sessions to teach students about personal finance topics such as budgeting, credit management, major purchases planning, and retirement savings options.
- Participate in training sessions and stay updated on financial literacy resources.
- Promote financial literacy conversations within student organizations and the wider campus community.
- Share personal experiences and real-life applications of financial lessons to make the content relatable and engaging.
- Empowered individuals to make informed financial decisions through workshops, webinars, and one-on-one consultations.
Lounge Server
Earl’s Kitchen & Bar
05.2021 - 01.2024
- Increased sales of high margin menu items through effective up-selling.
- Enhanced customer satisfaction by providing exceptional service and attending to special requests.
- Recommended and served alcoholic beverages to patrons during high-volume shifts.
- Provided exceptional service to high volume of daily customers.
- Exhibited customer loyalty and increased clientele for the company.
- Managed high-volume workloads during peak hours while maintaining a positive attitude and professional demeanor.
Hostess
Vivi Pizzeria
08.2019 - 01.2021
- Greeted guests and gathered information to seat groups
- Answered phone inquiries to schedule and confirm reservations
- Delivered outstanding service and support from initial interaction to final departure, maintaining loyal clientele
Receptionist
Farouche Salon
01.2019 - 07.2020
- Scheduled and confirmed appointments
- Answered and directed incoming calls using multi-line telephone systems
- Maintained daily calendars, set appointments with clients and planned daily office
- Processed payments and updated accounts to reflect balance changes
Education
Bachelor of Arts - Finance & Marketing
Washington State University
Pullman, WA05-2024
High School Diploma -
Woodinville High School
Woodinville, WA01.2020
Skills
- Investment strategy development
- Portfolio management and risk assessment
- Market research and analysis
- Knowledge of SEC and FINRA compliance
- Building and maintaining client relationships
- Delivering financial presentations and consultations
- Identifying client needs and recommending solutions
- Proficiency in financial planning software
- CRM software experience
- Data interpretation and visualization
- Conducting financial needs analyses
- Marketing strategies and campaign development
Accomplishments
- Washington State University Academic Scholarship Recipient
- Woodinville Rotary Scholarship Recipient 2020
- WSU University Achievement Award 2020-2023
- Member of National Honor Society for7 years with 150+ hours of community service
Affiliations
- Member of Delta Gamma Beta Omega 2020-2024
- Elected as Director of Social Events of Delta Gamma for the2022 year - Oversight of all DG social events
CLUBS
- WSU Women in Business
- WSU FIRE- Finance, Insurance, & Real Estate Club
SOFTWARE
- Bloomberg Market Concepts Certification2024
- Microsoft Word Certified
- Microsoft Excel Certified
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Uniform Combined State Law Examination (Series 66) - North American Securities Administrators Association (NASAA).
- Variable Annuity License — WA Department of Insurance.
- Life and Health Insurance License - WA Department of Insurance.
Timeline
Financial Advisor
Prudential Financial
12.2024 - Current
Peer Financial Wellness Coach Internship
Washington State University
01.2024 - 05.2024
Lounge Server
Earl’s Kitchen & Bar
05.2021 - 01.2024
Hostess
Vivi Pizzeria
08.2019 - 01.2021
Receptionist
Farouche Salon
01.2019 - 07.2020
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Uniform Combined State Law Examination (Series 66) - North American Securities Administrators Association (NASAA).
- Variable Annuity License — WA Department of Insurance.
- Life and Health Insurance License - WA Department of Insurance.
Bachelor of Arts - Finance & Marketing
Washington State University
High School Diploma -
Woodinville High School
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