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Melissa Santangelo

Financial Advisor @Prudential Advisors

Phoenix, AZ, US
MOBILE NUMBERS
+14•••••••08

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WORK HISTORY

May 2023 — Present

Financial Advisor @Prudential Advisors

Phoenix, AZ, US

Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

EDUCATION

2005 — 2009

Arizona State University

Bachelor's of Interdisciplinary Studies, Business/Communications

2001 — 2004

Woodland Regional High School

High School

SKILLS

Event ManagementLeadershipBusiness Process ImprovementFinancial AnalysisOnline MarketingAccount ManagementSales ManagementFinancial ModelingSocial MediaMicrosoft ExcelBudgetingStrategyProcess ImprovementForecastingNew Business DevelopmentTeam BuildingManagementMarketingStrategic PlanningBusiness AnalysisBusiness DevelopmentCustomer ServiceContract NegotiationLotus NotesAdvertisingSocial Media MarketingSalesOnline AdvertisingBudgetsFinanceAnalyticsPublic RelationsPublic SpeakingMarketing StrategyAnalysisFinancial Services

ABOUT MELISSA SANTANGELO

As a Financial Advisor with Prudential, I can provide assistance on a range of financial…

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