THOMAS J. MEO
Naples,Fl
Summary
As a knowledgeable financial professional, I am equipped with a comprehensive understanding of life insurance/annuity investments and client needs analysis. Known for unwavering focus on client satisfaction and consistently achieving sales targets. Valued for collaborative approach and adaptability in dynamic environments, with strong analytical and communication skills. Experienced with handling customer interactions and resolving issues promptly. Utilize communication and empathy to foster loyalty.
Overview
9
9
years of professional experience
Work History
Life Insurance Agent
Independent
06.2024 - Current
- Cultivated and sustained strategic relationships with prospective clients through effective networking and referral initiatives. Perform comprehensive assessments to develop tailored insurance solutions that address client requirements.
Non Registered Assistant/Executive Assistant
Meo Wealth Management, LLC
Naples, FL
03.2024 - Current
- Achieved operational efficiency in back office for financial planning firm through effective communication with insurance companies, optimizing paperwork processes and strengthening client relations. Created comprehensive spreadsheets to facilitate data analysis and informed investment strategy development. Involved in marketing events to expand client outreach.
- Facilitated an 150% increase in sales in 2025, from previous year.
Expo/Food Runner/Busboy
Barbatella
Naples, FL
09.2022 - 06.2023
- Oversaw kitchen operations to guarantee accurate dish presentation. Coordinated food preparation and garnish assembly. Supervised pizza box preparation and organized supply transport from storage. Facilitated timely food delivery to tables and bar. Managed table settings and clearing processes. Delivered bread and water to enhance customer experience. Ensured cleanliness through floor sweeping and silverware and glass polishing. Organized retrieval of ice buckets and propane tanks to support service efficiency.
- Assisted in training new staff on restaurant procedures and service standards.
Apprentice/Electrician
Gulfshore Electric
Bonita Springs, FL
03.2022 - 09.2022
- Assisted in residential projects by performing circuit remediation, wire installation, and appliance setup. Supported commercial projects by interpreting blueprints. Contributed to the completion of various projects, including Paragon Infusion Centers in Fort Myers and Naples. Installed fire alarm systems, light fixtures, and conducted wall-cutting tasks. Operated booms and heavy equipment in diverse environments. Managed tasks in confined spaces, elevated heights, and handled heavy lifting.
Busboy/Food Runner/Expo
Barbatella
Naples, FL
11.2021 - 03.2022
- Oversaw kitchen operations to guarantee accurate dish presentation. Coordinated food preparation and garnish assembly. Supervised pizza box preparation and organized supply transport from storage. Facilitated timely food delivery to tables and bar. Managed table settings and clearing processes. Delivered bread and water to enhance customer experience. Ensured cleanliness through floor sweeping and silverware and glass polishing. Organized retrieval of ice buckets and propane tanks to support service efficiency.
- Assisted in training new staff on restaurant procedures and service standards.
Busboy/Server
Trattoria Mangia
Naples, FL
01.2021 - 11.2021
- Assisted in serving tables to customers. Set and cleared tables efficiently. Delivered bread and water to enhance dining experience.
- Maintained cleanliness and organization of dining area to enhance guest experience.
- Trained new busboys on operational procedures and restaurant standards.
Dishwasher/Food Preparer
Two Guys Catering / The Hangout
Naples, FL
02.2020 - 12.2020
- Managed food preparation and dishwashing processes to maintain kitchen efficiency.
- Maintained cleanliness and organization of kitchen workspace to ensure efficiency.
Team Member
Dunkin Donuts
Naples, FL
02.2019 - 02.2020
- Achieved customer satisfaction by delivering prompt food and drink service. Enhanced drive-thru efficiency through effective organization and cleanliness. Improved inventory management by streamlining delivery truck unloading and shelf stocking processes. Maintained financial accuracy by conducting thorough cash register counts and executing store closing procedures.
Referee
Soccer Referee (Naples Optimist Club, Florida Fire, Azzurri Storm)
05.2017 - 02.2019
- Carried out officiating duties as head and assistant referee for recreational and competitive play. Cultivated leadership abilities and physical competencies essential for maintaining game integrity.
- Enforced game rules and regulations, ensuring fair play and sportsmanship among players.
Education
No Degree - Life Insurance
National Online Insurance School
06-2024
Cert. of Business Development And Entrepreneurship - Business Management
Florida SouthWestern State College
Naples, FL03-2024
High School Diploma -
Naples High School
Naples, FL05-2021
Skills
- Building relationships
- Client account management
- Experienced in client service
- Food Preparation
- Polite, honest
- Respectful
- Reliable, Prompt
- Adaptable
- Attention to Detail
- Organized
- Lifelong athlete with sharp-eye, sound judgment and excellent endurance
Languages
English
Interests
- Enjoy participating in high energy sports for overall physical and mental well-being including football, soccer, tennis, etc
- Running
- Cooking
- Avid Reader
- Music
- Dedicated to staying as healthy and diligent as I can be
Timeline
Life Insurance Agent
Independent
06.2024 - Current
Non Registered Assistant/Executive Assistant
Meo Wealth Management, LLC
03.2024 - Current
Expo/Food Runner/Busboy
Barbatella
09.2022 - 06.2023
Apprentice/Electrician
Gulfshore Electric
03.2022 - 09.2022
Busboy/Food Runner/Expo
Barbatella
11.2021 - 03.2022
Busboy/Server
Trattoria Mangia
01.2021 - 11.2021
Dishwasher/Food Preparer
Two Guys Catering / The Hangout
02.2020 - 12.2020
Team Member
Dunkin Donuts
02.2019 - 02.2020
Referee
Soccer Referee (Naples Optimist Club, Florida Fire, Azzurri Storm)
05.2017 - 02.2019
No Degree - Life Insurance
National Online Insurance School
Cert. of Business Development And Entrepreneurship - Business Management
Florida SouthWestern State College
High School Diploma -
Naples High School