Samantha Campagnano
Tampa,FL
Summary
Financial Analyst with experience in wealth management, financial planning, and regulatory compliance. Skilled in analyzing client data, developing investment strategies, and translating complex financial concepts into clear, actionable insights. Strong communication and customer service skills, with a proven ability to build client relationships, understand client needs, and deliver tailored financial solutions
Overview
8
8
years of professional experience
Work History
Financial Planning Analyst
Continuum Wealth Partners
Tampa, FL
01.2025 - Current
- Analyzed client portfolios, identifying opportunities for asset allocation adjustments and risk management enhancements
- Analyze financial data to create tailored financial plans and investment reports for clients.
- Develop tax strategies and risk management solutions to enhance client financial health.
- Ensure regulatory compliance by identifying discrepancies in financial records and applying AML protocols.
- Prepared financial reports by collecting, formatting, analyzing and explaining information.
Financial Solutions Advisor
Merrill Lynch
Tampa, FL
01.2023 - 11.2024
- Developed strong analytical and communication skills while balancing regulatory compliance and client advisory support.
- Applied AML, KYC, OFAC, BSA, and Reg BI protocols to detect suspicious activity, reduce fraud risk, and maintain regulatory adherence.
- Reviewed client financial information for discrepancies, escalating concerns as per internal compliance procedures.
- Developed customized financial strategies to meet client investment objectives.
- Communicated complex financial concepts clearly, fostering relationships through proactive outreach and warm calls.
Financial Assistant
Signature Wealth Advisors
Orlando, FL
08.2022 - 01.2023
- Supported a financial advisor in preparing comprehensive client financial plans and investment reports.
- Gathered and analyzed client financial data to assist in developing effective planning strategies.
- Communicated with clients to collect necessary documentation and coordinate meetings, ensuring accurate account records.
Bookkeeper/Dental Assistant
Dr. Michael Green General and Cosmetic Dentistry
Wesley Chapel, FL
03.2018 - 08.2022
- Managed comprehensive bookkeeping tasks, including accounts receivable, billing, and payroll processing.
- Communicated effectively with patients regarding billing and payment plans, enhancing office operations.
- Assisted the dentist during procedures, preparing instruments, taking X-Rays, and maintaining a sterile clinical environment.
- Communicated effectively with patients to explain procedures, provide treatment plans, and ensure a positive experience
Financial Planning Assistant
Finance C.A.P.E.
Tampa, FL
10.2020 - 05.2021
- Streamlined data entry processes using advanced spreadsheet functions, enhancing accuracy and efficiency.
- Recorded key insights and data during meetings with advisor to support decision-making processes.
- Generated in-depth weekly market insights aimed at enhancing client understanding of market trends.
Shift Manager/Head Bartender
Beef 'O' Brady's
Wesley Chapel, FL
08.2018 - 09.2020
- Supervised daily operations during shifts, ensuring efficient service in a fast-paced environment.
- Coordinated staff activities to maintain high service standards and customer satisfaction.
- Managed cash handling and reconciled registers to uphold accurate financial records.
Education
Master of Science - Finance
University of South Florida
Tampa, FL08-2022
Bachelor of Science - Finance
University of South Florida
Tampa, FL05-2021
Skills
- Financial Analysis
- Risk Assessment
- AML Compliance
- Client Communication
- Service excellence
- Problem Solving
- Microsoft Excel
Licenses
- Series 7
- Series 66
- 2-15 Life, Health & Variable Annuities License – Active in 13 states
Timeline
Financial Planning Analyst
Continuum Wealth Partners
01.2025 - Current
Financial Solutions Advisor
Merrill Lynch
01.2023 - 11.2024
Financial Assistant
Signature Wealth Advisors
08.2022 - 01.2023
Financial Planning Assistant
Finance C.A.P.E.
10.2020 - 05.2021
Shift Manager/Head Bartender
Beef 'O' Brady's
08.2018 - 09.2020
Bookkeeper/Dental Assistant
Dr. Michael Green General and Cosmetic Dentistry
03.2018 - 08.2022
Master of Science - Finance
University of South Florida
Bachelor of Science - Finance
University of South Florida