Gabriella Zapasnik
Wealth Management Intern @Equitable Advisors
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WORK HISTORY
Wealth Management Intern @Equitable Advisors
Boca Raton, FL, US
Drafted and sent 403(b) retirement plans to clients on the behalf of financial advisors and processed TSA withdrawals.• Filed over documents into Equitable\'s online file management system.• Shadowed advisors in client meetings where I reviewed detailed portfolio breakdowns.• Observed in-person recruiting processes.• Presented tax planning basics and investment strategies during a monthly company meeting.• Became a Licensed Insurance Agent by the Florida Department of Financial Services for the 215 - Life, Health & Variable Contracts. • In the process of obtaining the Securities Industry Essentials (SIE) License.
EDUCATION
Florida Atlantic University
Bachelor of Business Administration - BBA
Florida Atlantic University
Bachelor of Business Administration - BBA
Penfield Senior High School
High School Diploma
ABOUT GABRIELLA ZAPASNIK
Summa Cum Laude graduate of Florida Atlantic University with a Bachelor\'s degree in…
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