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Maggie Berizzi

Maggie Berizzi

Client Service Representative

Followers of Maggie Berizzi451 followers
location of Maggie BerizziGold Canyon, Arizona, United States

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  • Timeline

  • About me

    Financial Advisor | Strategic Planning for families, individuals, and business owners

  • Education

    • University of Arizona

      2020 - 2022
      Masters Human Resources Management and Services 4.0

      Activities and Societies: Member of the Golden Key Honour Society for outstanding academic performance.

    • Hobart and William Smith Colleges

      2000 - 2002
      Sociology 3.8

      Activities and Societies: Environmental conservation society president Coordinated environmental awareness seminars and programs for the local community and on campus.

    • The University of Edinburgh

      2002 - 2004
      Bachelor's degree Social Anthropology 3.7

  • Experience

    • Animal Dermatology

      Sept 2005 - Sept 2009
      Client Service Representative

      Drafting referral letters for doctors, managing prescriptions, explaining medical procedures and testing to clients, processing payment.

    • Malibu Coast Animal Hospital

      Nov 2009 - Apr 2018
      Client Service Supervisor

      Managing a team of CSRs, employee reviews, hiring, collecting payment, resolving client complaints, team motivation, organizing team building exercises, main liaison between doctors and staff.

    • Malibu Maggie’s petcare

      Sept 2016 - Jul 2019
      Business Owner

      Petsitting referral business responsible for pairing pet caretakers with clients based on the need of clients and their pets.

    • Zyia Active

      Aug 2018 - Nov 2019
      Independent Sales Representative

    • Edward Jones

      Jan 2019 - now

      Helping 3-4 new financial advisors build their business by building intentional prospecting strategies.

      • Financial Advisor

        Oct 2021 - now

      • Branch Office Administrator

        Nov 2019 - now

      • Tailored Branch Support

        Jan 2019 - Nov 2019

  • Licenses & Certifications

    • Series 7

      FINRA
      Jul 2021

    • Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity

      National Insurance Producer Registry

    • Series 66

      NASAA
      Aug 2021

    • Securities Industry Essentials

      FINRA
      May 2021

  • Honors & Awards

    • Awarded to Maggie Berizzi
      Honour Society Golden Key International Honour Society 2021 Received for academic excellence

  • Volunteer Experience

    • Board Secretary

      Issued by Apache Junction Mounted Rangers on Mar 2022
      Apache Junction Mounted RangersAssociated with Maggie Berizzi

    • Secretary

      Issued by Kiwanis Club of Apache Junction on Feb 2022
      Kiwanis Club of Apache JunctionAssociated with Maggie Berizzi

    • Advisory Board Member

      Issued by The Salvation Army on Dec 2022
      The Salvation ArmyAssociated with Maggie Berizzi

    • Business Development Chair

      Issued by GOLD CANYON COMMUNITY CHURCH on Oct 2022
      GOLD CANYON COMMUNITY CHURCHAssociated with Maggie Berizzi