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Anna Giacosa

Administrative Assistant

723 followers

Miami, Florida, United States

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Timeline
About me
Assistant Vice President, Wealth Strategies Analyst at Bank of America Private Bank
Education
- Honors College at Miami-Dade College
  -
  Associate of Arts - AA Accounting
  Activities and Societies: Treasurer, Phi Beta Lambda Member, Phi Beta Lambda Member, Phi Theta Kappa (Omicron Tau) Honors program in pursuit of an Associates Degree
- Westminster Christian School - Miami, FL
  -
  High School Diploma
- Boston College Carroll School of Management
  -
- Boston College
  -
  Bachelor of Business Administration - BBA Accounting and Finance
  Activities and Societies: Women in Business (WIB) Accounting Academy Latin American Business Club
Experience
- On Point Tutoring
  Jun 2016 - Aug 2018
  Administrative Assistant
- Lennar
  Apr 2018 - Aug 2018
  Summer Intern
  Intern for the Accounting department.
- Boston College Connell School of Nursing
  Jan 2019 - Jul 2020
  Continuing Education Assistant
- Wells Fargo Advisors
  May 2019 - Aug 2019
  Wealth & Investment Management Intern
- Wells Fargo Private Bank
  Jul 2020 - Aug 2022
  - Wealth Planning Specialist
    Apr 2022 - Aug 2022
  - Wealth Planner
    May 2021 - Apr 2022
  - Wealth & Investment Management Analyst
    Jul 2020 - May 2021
- Bank of America Private Bank
  Aug 2022 - now
  - Assistant Vice President, Wealth Strategies Analyst
    Feb 2024 - now
  - Officer, Wealth Strategies Analyst
    Feb 2023 - Feb 2024
  - Wealth Strategies Analyst
    Aug 2022 - Feb 2023
Licenses & Certifications
- Series 66
  Wells Fargo
  Apr 2022
- Series 7
  Wells Fargo
  Mar 2022
Honors & Awards
- Awarded to Anna Giacosa
  Third Place Winner FBLA-PBL National Competition FBLA-PBL Organization Jun 2018 Future Business Leaders of America- Phi Beta Lambda National Competition, competed in Accounting Analysis

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