Melina Unsworth

About Melina Unsworth

Driven and diligent professional pursuing B.S. degrees in Finance, Financial Planning and Accountancy at Arizona State University’s W.P. Carey School of Business, on a clear path toward obtaining CPA and CFP designations, with five years of client relations experience. Demonstrating consistent delivery of exceptional service in dynamic, high-pressure environments whilst showcasing unparalleled organizational skills and leadership capabilities. I strive to advance as a CPA in May of 2028 to further continue my professional growth and financial literacy within the corporate accounting and finance sector upon completion of undergrad and graduate school. As a driven professional, I am committed to continuous professional growth, leveraging analytical and interpersonal skills to achieve transformative and measurable results.

Experience

1. Financial Services Representative

   GoldBook Financial

   Sep 2025 — Present · Scottsdale, AZ, US

   Develop and present sophisticated financial models that improved forecasting accuracy, empowering clients to make informed, strategic decisions and optimize business outcomes.• Cultivate and manage relationships with clients by delivering personalized financial planning solutions and collaborating with cross-functional teams—including investment specialists, compliance, and underwriting—to enhance client retention, satisfaction, and service delivery.• Streamlined client onboarding and portfolio management processes through advanced technology platforms and coordinated teamwork, significantly reducing time-to-service while expanding referral networks and driving accelerated business growth.

Education

• Arizona State University

  Bachelor of Science - BS, Accounting, Finance and Financial Planning