SYDNEY CRESTA
Baystate Financial
Washington
1
Certification
2
years of professional experience
Offering a solid foundation in analytical thinking and problem-solving, well-suited for adapting to new challenges and environments. Brings the ability to quickly learn and apply data analysis techniques and tools such as Excel and SQL. Ready to use and develop these skills in this role.
Work History
Financial Private Practice Manager
1 Year 6 Months- Led team operations to enhance team productivity and client support.
- Implemented process improvements to streamline workflow efficiency across departments.
- Analyzed investment opportunities to support portfolio management decisions.
- Analyzed client insurance needs to recommend suitable policies and coverage options.
- Provided ongoing client communication, ensuring transparency and understanding of portfolio developments.
Billing/Budget Specialist
1 Year 6 Months- Reduced variance in actual vs projected expenses by regularly reviewing budgets against actuals and making necessary adjustments.
- Collaborated with cross-functional teams to refine budgetary processes and enhance efficiency.
- Maintained financial databases, ensuring accuracy and accessibility of budgetary information.
- Developed detailed financial reports to support strategic decision-making processes.
Education
BA - Economics, Finance
- Magna Cum Laude
- Elected Captain of Women's Ice Hockey Roll
- Elected Captain of Women's Field Hockey
High School Diploma
Skills
Portfolio management
Client advisory
Regulatory compliance
Workflow optimization
Data analysis
Insurance Underwriting
Computer: Excel
Microsoft
NetSuite
Salesforce
PowerPoint
R-Studio
Wealthbox
Investment analysis
Certification
- Life and Health Insurance Exam
- Bloomberg Finance Fundamentals
Timeline
Financial Private Practice Manager
Baystate Financial
02.2025 - CurrentRead More
Billing/Budget Specialist
Toast Inc
06.2024 - 12.2025Read More
Connecticut College
BA from Economics, Finance
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Deerfield Academy
High School Diploma
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