Alex Shehadeh

Alex Shehadeh

Administrative Assistant

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  • Timeline

  • About me

    Financial Consultant

  • Education

    • University of Tampa

      2018 - 2021
    • GEMS Education

      2008 - 2016
    • Florida International University

      2021 - 2023
      Bachelor of Business Administration - BBA Business/Managerial Economics
    • The International School Nido de Aguilas

      2016 - 2018

      Activities and Societies: International Baccalaureate Diploma Programme

  • Experience

    • Autorex Group

      Mar 2019 - Aug 2021
      Administrative Assistant

      Managed 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 2024
      Junior Financial Consultant

      Spent 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 2025
      Financial Services Consultant
    • Panorama Retail

      Jan 2025 - now
      Founder & Ecommerce Manager

      Founded 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

      FINRA
      Feb 2024
    • Series 63

      FINRA
      Sept 2024
    • Series 7

      FINRA
      Aug 2024
    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Florida Department of Financial Services
      Feb 2024
    • Securities Industry Essentials (SIE)

      FINRA
      Sept 2023