Summary
Overview
Work History
Education
Skills
Certification
Leadership Experience
Languages
Timeline
Generic

ZINTA FRIGIC

North Olmsted,OH

Summary

Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Asset Servicing Analyst

Citibank
10.2023 - Current
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Developed and implemented financial models to analyze complex information and assess health of organization.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • Communicated back and forth between clients and institutions on upcoming corporate actions.


Financial Representative

Lifetime Financial Growth
05.2023 - 07.2023
  • Consulted with clients to assess and meet short- and long-term financial goals
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs
  • Provided ethical, objective, and holistic financial planning advice to clients.

Asset Maintenance Analyst

Key Bank
10.2021 - 05.2023
  • Participated in ongoing training and compliance activities
  • Set up various events (ex: corporate bonds, notes, commercial paper, CD's) for clients.
  • Used databases to prepare information about upcoming events (DTCC, ICE, Bloomberg).
  • Balanced competing priorities through deliberate project and time management practices
  • Monitored operations and reviewed records and metrics to understand company performance.

Front Desk Receptionist

Monte Ahuja College of Business
08.2019 - 04.2020
  • Welcomed patrons to the front desk and engaged in friendly conversations while conducting the check-in process
  • Received incoming calls and coordinated with staff to fulfill customer requests.

Host

Corso's Italian Restaurant
05.2015 - 08.2019
  • Greeted guests and gathered information to seat groups or place on the waitlist
  • Answered the telephone to provide dining information and take reservations.

Education

Bachelor of Arts - Finance

Cleveland State University
Cleveland, OH
05.2023

Skills

  • Microsoft Office
  • Time Management
  • Quality Control
  • Leadership
  • Public Speaking
  • Analytical Thinking
  • Cash Flow Management
  • Financial and operational reporting
  • Problem-solving
  • Prioritizing and Planning
  • Decision Making

Certification

  • Notary Public License - 2022
  • Licensed Life & Health Insurance Agent - 2023
  • Real Estate and Property Management Certificate - 2023
  • FINRA SIE (Securities Industry Essentials) - 2023

Leadership Experience

  • CFA leadership academy: Program led by resource officer, volunteering in community while learning leadership skills (August 2016- May 2019)
  • SITES program: Program volunteering 6 hours a week (August 2018- May 2019)
  • Diversity group: Public Speaking of diversity group led by resource officer (August 2017- May 2019)
  • Westshore Young Leaders: Event that teaches leadership to the Southwest Conference (August 2016- May 2019)
  • Captain of Volleyball - 2018

Languages

English
Native or Bilingual
Spanish
Professional Working
Latvian
Native or Bilingual

Timeline

Asset Servicing Analyst

Citibank
10.2023 - Current

Financial Representative

Lifetime Financial Growth
05.2023 - 07.2023

Asset Maintenance Analyst

Key Bank
10.2021 - 05.2023

Front Desk Receptionist

Monte Ahuja College of Business
08.2019 - 04.2020

Host

Corso's Italian Restaurant
05.2015 - 08.2019

Bachelor of Arts - Finance

Cleveland State University

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ZINTA FRIGIC