Shalissia Prieto
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
6
6
years of professional experience
2020
2020
years of post-secondary education
Work History
Financial Advisor
Nordstrom
Salt Lake City
01.2023 - 02.2026
- Provided personalized financial advice to clients based on individual needs.
- Assisted clients in creating and managing investment portfolios effectively.
- Educated clients on financial products and market trends regularly.
Customer Advocate
Bank of America
Reno
01.2020 - 01.2023
- Resolved customer inquiries through effective communication and problem-solving skills.
- Assisted clients with account management and transaction-related questions.
- Educated customers on banking products and services for informed decision-making.
- Handled escalated issues to ensure satisfactory resolutions for complex cases.
Education
Davis High
Kaysville, UTSkills
- Financial planning
- Investment analysis
- Portfolio management
- Risk assessment
- Customer relationship management
- Account management
Timeline
Financial Advisor
Nordstrom
01.2023 - 02.2026
Customer Advocate
Bank of America
01.2020 - 01.2023
Davis High