The document is a resume for Marisa Mansueto that outlines her objective of obtaining a position utilizing her experience within a progressive organization, provides a personal summary highlighting her skills and qualifications, and details her professional experience including current and previous roles in financial services and retail management. The resume demonstrates over 4 years of increasingly responsible administrative, operations, and management experience in the financial services and retail industries.

1. Marisa Mansueto
OBJECTIVE
 To obtain a position which affords me the opportunity to utilize my experience within a progressive organization.
Offering exceptional communication, analytical, and problem solving skills to bring a remarkable change in the
overall efficiency of the working environment.
PERSONAL SUMMARY
 An enthusiastic individual with the drive to be the best and excel. A strong communicator with a keen sense of
fun, talent, determination, and ability to satisfy the requirements of others in a fast paced environment. Having a
solid track record of completing assignments timely and precisely. Demonstrated ability to meet deadlines and
exceed goals. Eager to find a challenging career with an ambitious and exciting company where I will have the
opportunity to continue to increase my experience and further develop my abilities.
KEYQUALIFICATIONS
Detail oriented | Self-Motivated | Articulate | Creative | Analytical
 Over 4 years’ varied and increasingly responsible
administrative and management experience
 Excellent interpersonal, cross-cultural, verbal,
and written communication skills
 Superb organizational and research skills – ability to
prioritize, multi-task, lead, direct, and solve problems
effectively
 Effective project management skills
 Currently studying for FINRA Series 7 Examination –
General Securities Representative License
 Currently studying for FINRA Series 66
Examination – Uniform Combined State Law
Examination
 Excellent computer skills: proficient in Microsoft Office
(Word, Excel, Outlook, PowerPoint, OneNote,
Publisher, Access),QuickBooks, Adobe, Acrobat,
Photoshop
 Finance software knowledge: Naviplan,
Thomson One, MorningStar, Long-Term Care
Illustrations, Life Insurance Illustrations
AREAS OF EXPERTISE
 Client service  Confidentiality  Accounts payable/receivable
 Compliance management  Travel logistics  Staff training
 Marketing planning and strategy  Marketing implementation/execution  Strategic business
processing/planning
 Office procedures/Practice functions  Financial management  Product solution strategy
PROFESSIONAL EXPERIENCE
An Ameriprise Financial Private Wealth Advisory Practice Jak Cukaj and Michael Kane,Briarcliff Manor, New York
Business Team Manager/Financial Planning Specialist March 2013 – Present
(845) 513-9862 | marmansueto@gmail.com
592 Roosa Gap Road, Bloomingburg, NY 12721

2.  Prepare,process,and ensure completion of all applications/service agreements for all lines of business, life
insurance, fixed and variable annuities, brokerage and investment accounts and provide producer with updates
 Create client financial plans and update client information in Naviplan software
 Responsible for the overall strategic planning of the practice, develop product solution strategy, and yearly
marketing plan
 Develop and maintain a business plan that documents the plans to grow the practice, generate practice revenue
and profit and drive practice efficiency
 Analyze client goals, create strategies to help clients achieve goals
 Manage a consistent process for tracking the collection of financial planning fees
 Responsible for receiving, summarizing, communicating and filling all compliance information and instructions
 Ensuring all business operations and records retention within the practice meet all compliance requirements
 Responsible for forecasting and reporting the financial performance of the practice
 Establishing accounting and financial systems, forecasting expenses and revenues, managing budgets and
expenses,benchmarking and tracking practice goals
 Update client’s asset allocation reports in MorningStar/Create MorningStar reports based off advisor’s
recommendations
 Maintain and improve search engine marketing and social media accounts
 Direct the planning and execution of corporate events (meetings, fundraising events) for prestigious corporate
clients/Select and serve as primary point of contact for all vendors
 Delegate duties to responsible people
 Responsible for all accounts payable processes,ensure input and timely payment of all vendor invoices, process
month end closing reports
 Research and resolve billing and invoice discrepancies
 Monitor and administer client accounts for company, prepare client statements, bills, and invoices
TEAM Enterprise and HART Agency
Specialized Marketing Representative/Brand Ambassador March 2013 – Present
Ameriprise Financial Scott Ari Shaw and Ofir Maman, Center City, Philadelphia
Executive Assistant/Operations Manager August 2012 – March 2013
(Similar to above at a lower level)
Ameriprise Financial Mark Kalish and Associates,Goshen, NY
Administrative Assistant January 2010 – August 2012
(Similar to above at a lower level)
Juicy Couture, Monroe, NY
Key Holder Assistant Manager 2008 - 2011
EDUCATION
Penn Foster College Online Study – April 2012 Pine Bush High School - Pine Push,NY – June 2010
Associate’s Degree in Fashion Merchandising Advanced Regents High School Diploma
REFERENCES UPON REQUEST