Tia Wilson
Tampa,FL
Summary
Highly motivated and goal-driven Financial Designer skilled in collecting, monitoring and studying data to analyze financial status and recommend strategies for estate planning and retirement income. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Technologically savvy in use of spreadsheets and financial management software.
Overview
6
6
years of professional experience
Work History
Financial Designer
Universal Financial Consultants
09.2020 - Current
- Responsible for the creation of life insurance illustrations and using excel to create supplemental sales illustrations
- Communicating with financial advisors to analyze the client’s goals and finances to then recommend the best life insurance product for the client
- Specializing in Premium Financing, which is an advanced financial strategy that uses bank loans to fund
- Universal Life Insurance for wealthier clients
- Creating Life insurance Illustrations for tax free retirement Income and Estate Planning.
Student Assistant
University of South Florida
09.2019 - 12.2020
- Answer phones, maintain supplies, scanning and filing
- Maintain 100% guest satisfaction and operate a multi-line phone system
Cashier
Shoe Carnival
05.2019 - 08.2019
- Maximized customer satisfaction by assisting customers complete purchases, locate items and sign up for rewards programs
- Answered calls in a pleasant, calm voice and directed callers to proper individuals
Volunteer
The Museum of Seminole County Artifacts
08.2017 - 01.2018
- Wrote excerpts for the local newspaper to help promote events happening at the museum
- Helped with labeling and accounting for artifacts.
Education
Master of Science - Finance
University of South Florida
12.2023
Bachelor of Science - Quantitative Economics
University of South Florida
12.2020
International Baccalaureate -
Seminole High School
05.2018
Skills
- Tableau, Android, Windows 7/8/10, POS system
- Proficient in Microsoft Office
- Time management skills
- Strong work ethic
- Data Research and Analysis
- Highly adaptable
Timeline
Financial Designer
Universal Financial Consultants
09.2020 - Current
Student Assistant
University of South Florida
09.2019 - 12.2020
Cashier
Shoe Carnival
05.2019 - 08.2019
Volunteer
The Museum of Seminole County Artifacts
08.2017 - 01.2018
Master of Science - Finance
University of South Florida
Bachelor of Science - Quantitative Economics
University of South Florida
International Baccalaureate -
Seminole High School
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