Giana D'alessandro
About Giana D'alessandro
Giana D'Alessandro is a Client Engagement Specialist at Transamerica, where she has worked since 2023. She specializes in facilitating advisor-client interactions and aligning financial goals for clients, drawing on her previous experience in financial consulting and education.
Work at Transamerica
Giana D'alessandro has been employed at Transamerica as a Client Engagement Specialist since 2023. In this role, she focuses on facilitating advisor-client interactions to ensure alignment with clients' financial goals. Her responsibilities include identifying opportunities that align with clients' financial objectives and enhancing their understanding of financial solutions.
Previous Experience in Financial Consulting
Prior to her current position, Giana D'alessandro worked as a Financial Consultant at Equitable Advisors from 2020 to 2023. She also held a position as a Financial Consultant at AXA Advisors, LLC for four months in 2019. In these roles, she specialized in identifying opportunities that align with clients' financial objectives and enhancing their understanding of financial products.
Background in Education
Giana D'alessandro earned her Bachelor’s Degree in Finance from Monmouth University, completing her studies from 2014 to 2018. During her time at the university, she gained foundational knowledge in financial principles and practices, which supports her current work in client engagement and financial consulting.
Experience in Educational Support
Giana D'alessandro served as an Assessment of Learning Assistant at Monmouth University from 2017 to 2018. In this role, she contributed to educational initiatives, supporting the assessment processes within the university. This experience provided her with skills that are applicable in her current client engagement role.
Marketing Internship Experience
Giana D'alessandro completed a marketing internship at BARTENDER® Magazine from 2017 to 2018. This position allowed her to gain experience in marketing strategies and communication, skills that complement her financial consulting work by enhancing her ability to explain value propositions to clients.