Adrian Mugnaini

Operations Associate at Continuum Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Clearwater, Florida, United States, US

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Credentials

  • Series 6
    FINRA
    Nov, 2019
    - Sep, 2024
  • Certified Professional, Life and Health Insurance Program (CPLHI)
    State of Florida
  • Certified Wedding and Event Planner (CWP)
    The Bridal Society

Experience

  • Continuum Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Associate
      • May 2023 - Present
  • SimplePath Retirement, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Customer Service Specialist
      • Jan 2023 - Apr 2023
  • Harborside Chapel
    • United States
    • 1 - 100 Employee
    • Wedding Coordinator
      • Jan 2022 - Jan 2023
  • Synovus
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Relationship Banker
      • Aug 2022 - Nov 2022
  • Chase
    • Netherlands
    • IT Services and IT Consulting
    • Relationship Banker
      • Jul 2019 - Dec 2021

      Client engagement focused Client engagement focused

  • Fifth Third Bank
    • United States
    • Civic and Social Organizations
    • Personal Banker
      • Jan 2019 - Jul 2019
  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Banker
      • Aug 2013 - Jan 2019
  • Fitlife Foods
    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Team Lead Manager
      • May 2012 - Aug 2013

Education

  • University of South Florida
    Bachelor of Business Administration - BBA, Business Management
    2011 - 2016

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