Summary
Overview
Work History
Education
Skills
Timeline
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Alli Mazzanti

Alli Mazzanti

Little Rock

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

5
5
years of professional experience

Work History

Senior Private Wealth Specialist III

Simmons Bank
08.2021 - 07.2023
  • Administer and Manage Various accounts for Clients/ works with portfolio Managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships
  • Prepare DDR's and present to PTA committee upon Discretionary requests
  • Day to day money transfers
  • Pay bills directed by clients
  • Open new trust accounts: IMA's, IRA's etc
  • Monthly Account reviews
  • Keep track of Oil and Gas Income spreadsheets for CPA's
  • Studied financial documents to identify potential areas needing improvement.
  • Assisted clients with budgeting Needs
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Ensured all appropriate accountings are provided to necessary parties.
  • Works with other bankers and professionals in the legal and accounting fields to develop new trust and investment management clients.
  • Medium to high level of complexity for the majority of accounts Administered
  • Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution.
  • Interacted with team members across departments to research and resolve customer issues.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.


ACH Treasury Specialist

Bank OZK
08.2018 - 08.2021


  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
  • Drafted treasury reports to support management decision-making needs.
  • Implemented strategies to improve organizational financial performance.
  • Executed financial due diligence tasks on daily basis to maintain optimal company finances.

Education

Bachelor of Business Administration - Finance

University of Central Arkansas
Conway, AR

MBA - Financial Planning

Arkansas State University
05.2024

Seeking CTFA Certification -

American Bankers Association
10.2023

Trust School Graduate -

Cannon Financial Institute
07.2023

Skills

  • Strategic Planning
  • Transferable Skills
  • Customer Care
  • Active listening
  • Communication
  • Time Management
  • Prevalent in Jack Henry, Investors View, OneSource, Experience, and Advantage

Timeline

Senior Private Wealth Specialist III

Simmons Bank
08.2021 - 07.2023

ACH Treasury Specialist

Bank OZK
08.2018 - 08.2021

Bachelor of Business Administration - Finance

University of Central Arkansas

MBA - Financial Planning

Arkansas State University

Seeking CTFA Certification -

American Bankers Association

Trust School Graduate -

Cannon Financial Institute

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Alli Mazzanti