
Alex Shehadeh
Administrative Assistant

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About me
Financial Consultant
Education

University of Tampa
2018 - 2021
GEMS Education
2008 - 2016
Florida International University
2021 - 2023Bachelor of Business Administration - BBA Business/Managerial Economics
The International School Nido de Aguilas
2016 - 2018Activities and Societies: International Baccalaureate Diploma Programme
Experience

Autorex Group
Mar 2019 - Aug 2021Administrative AssistantManaged inventory by consistently restocking merchandise and initiating timely orders to uphold optimal stock levels, contributing to smooth operational flow.Efficiently manage electronic and paper records, organizing client documents, reports, and financial statements to facilitate easy retrieval and support accurate decision-making.Welcomed and handled visitors and customers when needed, responding to any general inquiries.Assisted in managing complex calendars and providing strategic administrative support to increase efficiencies and productivity of the assigned coworker. Show less

Florida Financial Advisors
Aug 2023 - May 2024Junior Financial ConsultantSpent first two and a half months studying for Series 65, SIE, and 2-14 Life and Variable Annuity licenses while attending weekly meetings, shadowing senior peers, and attending training sessions.Conducted daily cold-calling efforts, reaching out to approximately 150 prospects daily, identifying client needs, and delivering compelling pitches on financial services, focusing on retirement savings, education planning, debt management, and life insurance.Successfully onboarded 8 clients through personalized financial planning, with an additional 130 prospects in the pipeline, currently progressing to second and third meetings to customize financial strategies. Show less

Thrivent
May 2024 - Sept 2025Financial Services Consultant
Panorama Retail
Jan 2025 - nowFounder & Ecommerce ManagerFounded and managed an online retail business specializing in the purchase and resale of supplements, vitamins, and other consumer goods for profit.Developed sourcing strategies and negotiated with both local and international suppliers to optimize costs and profit margins.Analyzed sales performance and consumer behavior data to refine business strategies and improve overall operational efficiency.
Licenses & Certifications

Series 65
FINRAFeb 2024
Series 63
FINRASept 2024
Series 7
FINRAAug 2024
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Florida Department of Financial ServicesFeb 2024
Securities Industry Essentials (SIE)
FINRASept 2023
Languages
- enEnglish
- spSpanish
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