Jeanmarie Giambra has over 30 years of experience in financial services roles. She currently works as an Advisory Operations Specialist at ValMark Securities, Inc. where she provides customer service and processes financial plans, accounts, and transactions. Previously, she held roles as a Financial Specialist at PNC Financial Services and US Bancorp where she advised clients, sold financial products, and managed teams. She has extensive licensing and designations in insurance, securities, and financial advising.

1. Jeanmarie Giambra, FLMI
12477 Athena Dr.
North Royalton, OH 44133
Cell: 440-221-7107 Email: jmgiambra@gmail.com
Objective: Seeking a positioninan advisorysupport role withinthe brokerage services operations.
Work Experience:
ValMark Securities, Inc.
AdvisoryOperations Specialist
1/2015 –Present
Provide customer service to member offices of advisoryoperations & new business processing.
Process financial plans and consulting agreements.I am veryknowledgeable withTrusts,IRA’s, and
other types of retirement accounts.
Daily account maintenance (check, wire,ach requests,ect.). Process daily outgoing checks to
Schwab and TD Ameritrade,and confirmreceipt by carrier. Enters books, records & data into
operations database and imaging systems (CRM & OnBase). Initiationof account transfers,and
assistance of transfers until receipt of funds. Scanincoming work and mail into imaging system,
index, and route to workflow. Document all activityinproprietyinformationsystem(CRM).
Knowledge of industryrules & regulations & adherence to FIRNA regulations.
Positivelyinteractedwithmember offices & teammembers. Assistance withtraining new member
offices.Helped to find resolutionto problems withmember offices and carriers.
Developeda reference chart for team employers for cross referencing advisor codes withpaid
advisor codes to increase accuracy, and a move money cross reference to promote uniformityof
transactional coding.Establisheda new account opening form for ease of entry of pertinent key
account information.
PNC Financial Services
Financial Specialist
07/2005 to 01/2015
 Engages customers witha robust conversationto gaintrust and confidence and pursue a personal
relationship approachto determine client’s financial goals,objectives andcurrent financial
position.Proactivelyrecommendsaving,investment,andinsurance solutions to your clients
whether they are in the accumulation,distributionor preservationof wealthfroma varietyof
partners while complying withall pertinent laws,regulations and corporate policies.Identifyneeds
and present capabilities andsolutions.Leverage sales tools andresources.
 Responsible for training and motivating sales teams.Coach and trainbranch staff on the services
offeredand partner withthem to recognize referral opportunities.Grow share of wallet and
banking and investment relationships to meet branchgoals. Proactiv elygenerate investment sales
opportunities.
 I also provide traditional banking products and solutions to meet their financial needs including
check requests,deposits,transfers of cash and securities.Wire transfers,trust accounts,IRA
accounts and distributions.New account processing and maintenance.

2.  I have developedstrong analytical,interpersonal,& skills.I strive to provide excellent customer
service andthorough problem- solving.Outstanding time management and research skills
Commendable writtenand oral communication skills.Excellent networking and negotiating skills.
Leading sales associate inthe state of Ohio in 2013. Multiple and awards by clients and regional
managers for 5-star service for nine years straight.
US Bancorp
LicensedFinancial Specialist
09/1999 - 07/2005
 Managerial experience as both assistant manager and manager. I was awarded for top salesman
for my district consistentlyfrom2000 to 2005. I providedan excellent customer experience and
notified clients of new advantageous products. Opened and maintainedall traditional banking
products from deposit accounts,loans & lines of credit and non-traditional banking opportunities
such as life insurance and fixedannuities.
Summit Nation Life Insurance
Calculation Specialist
1984 - 1988
 Verifiedand correctedcashvalues of life insurance policies after systemconversions.
Licenses:
 Series 6, 63, & 65
• Ohio Life, Health Insurance, Accident & Variable Annuities
 Designationof Fellow,Life Management Institute.(Completed10 courses fromthe Life Office
Management Assoc.)
Skills:
 TechnologicallySavvy Word,Excel,Power Point & Office Tools Proficient
 Streetscape Lotus Notes
• CRM OnBase
EDUCATION:
The Universityof Akron – Business
Universityof Phoenix -Finance