Sarah Korte
Odessa,Florida
Overview
4
4
years of professional experience
Work History
Paraplanning Associate
DiPaolo Financial Group
Lutz, FL
05.2025 - Current
- Communicated with team members to ensure alignment on project goals.
- Conducted research to gather information for strategic planning sessions.
- Built relationships with customers by providing friendly customer service.
- Analyzed financial data to support budgeting and forecasting processes.
- Utilized financial modeling tools to evaluate investment opportunities and risks.
Event Staff Member
Salt Block Hospitality
Tampa, FL
04.2022 - 06.2024
- Greeted guests upon arrival and provided them with event information.
- Assisted with event setup and breakdown for various functions and gatherings.
- Supported catering staff in serving food and beverages during events.
- Maintained cleanliness and organization of event spaces throughout functions.
- Engaged with guests to ensure a positive experience during events.
Baker + Cake Decorator
The Cake Girl
Tampa, FL
11.2021 - 03.2022
- Met with customers to discuss needed bakery items and take orders.
- Prepared various cake batters and frostings following established recipes.
- Operated mixers, ovens, and other bakery equipment with care and precision.
Education
Bachelor of Science - Finance
University of South Florida
Tampa, FL12.2025
Associate of Arts -
University of Central Florida
Orlando, FL05.2024
Skills
- Networking and relationship building
- eMoney financial planning software
- Data analysis and modeling
- Presentation skills
- Customer service
- Organizational skills
Timeline
Paraplanning Associate
DiPaolo Financial Group
05.2025 - Current
Event Staff Member
Salt Block Hospitality
04.2022 - 06.2024
Baker + Cake Decorator
The Cake Girl
11.2021 - 03.2022
Bachelor of Science - Finance
University of South Florida
Associate of Arts -
University of Central Florida