Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ryan Guglielmetti

Tampa,FL

Summary

I am attending the University of Central Florida, studying communications in finance. Throughout my recent years, I have developed a love for the financial industry and helping others. I believe I have the necessary skill to communicate effectively, plan according to needs, and solve financial problems through my analytical thinking

Overview

4
4
years of professional experience
1
1
Certification

Work History

Intern for the Investment Advisor consultant team

FRANKLIN TEMPLETON
06.2022 - 08.2022
  • Created a social media campaign to target the Gen Z audience to broaden their knowledge of the financial industry to make it less intimidating but more accessible and compelling
  • Organized over 2,000 of Franklin Templeton's client portfolios information to help the Advisor
  • Consultant team work more efficiently
  • Participated in Fireside chats which created the opportunity to network with team members around the world
  • Learned the day to day activities of the Advisor consultant team of there disciplined work ethic to bring the best opportunities to financial advisors clients
  • Onboarded and managed new client accounts to boost retention rates.
  • Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.

Shift Leader

ONE WAY VALET
11.2020 - 12.2021
  • Driving, parking, and retrieving guest vehicles to ensure a smooth and welcoming experience upon their arrival and departure
  • Provided excellent customer service by appropriately addressing customer inquiries, concerns, and complaints
  • Ensured equipment and employee appearance and safety levels were met.
  • Helped meet changing demands by recommending improvements to business systems or procedures.
  • Analyzed sales figures and identified areas for improvement.
  • Maintained overall safe work environment with employee training programs and enforcement of safety procedures.

Front Desk Attendant

FISHHAWK RANCH COMMUNITY
05.2018 - 06.2020
  • Responsible for supervision of pool and park daily operations, including opening and closing procedures
  • Greeting and supervision of guests, ensuring compliance with established policies
  • Ensured facility equipment appearance and safety levels were met.
  • Reported facility and room maintenance problems to appropriate personnel for immediate remediation.
  • Stored guest valuables in safe and individual boxes for security.
  • Welcomed each new arrival pleasantly and confirmed reservations and identification.
  • Responded swiftly to room requests and other inquiries made via establishment website, email, or phone.
  • Oversaw fast-paced front desk operations and guests' needs at busy facility.

Education

Finance Communications - Financial Planning And Services

University of Central Florida
Orlando, FL
2023

Skills

  • Performance Assessment
  • Honesty and Integrity
  • Financial Consulting
  • Analysis and Evaluation
  • Project Management
  • Cultural Awareness
  • Work Planning and Prioritization
  • Client Relationships
  • Environmental Consulting
  • Network Operations

Certification

Securities Industry Essentials (SIE)

Timeline

Intern for the Investment Advisor consultant team

FRANKLIN TEMPLETON
06.2022 - 08.2022

Shift Leader

ONE WAY VALET
11.2020 - 12.2021

Front Desk Attendant

FISHHAWK RANCH COMMUNITY
05.2018 - 06.2020

Finance Communications - Financial Planning And Services

University of Central Florida
Ryan Guglielmetti