Ruzanna Galstyan
@ruzannagalstyan
Detail-oriented finance professional specializing in financial planning.
United StatesWhat I'm looking for
I am a detail-oriented finance and accounting professional with extensive experience in financial planning, banking, and money exchange operations. I have a proven track record of handling high net worth clients in the entertainment industry, ensuring their financial needs are met with precision and care. My strong analytical skills enable me to excel in regulatory reporting, account reconciliation, and financial management, making me a valuable asset to any team.
Currently, I work as a Financial Planner and Insurance Producer at World Financial Group, where I provide tailored financial planning services and educate clients on investment strategies. My previous experience as a Manager and Compliance Officer at LA Currency Inc. has equipped me with the skills to process currency exchanges and ensure compliance with BSA regulations. I am committed to maintaining high standards of accuracy and compliance in all financial transactions.
Experience
Work history, roles, and key accomplishments
Financial Planner
World Financial Group
Feb 2024 - Present (1 year 9 months)
Licensed financial planner providing tailored financial planning services and educating clients on investment strategies and risk management.
Manager of Beverly Hills Branch
LA Currency Inc.
Oct 2020 - Present (5 years 1 month)
Managed money exchange operations, processed currency exchanges, conducted money transfers, and ensured compliance with BSA regulations.
Cashier
Ann Taylor Inc.
Feb 2020 - Mar 2023 (3 years 1 month)
Processed customer transactions, handled cash register operations, and assisted in daily financial reconciliation and inventory tracking.
Customer Service Representative
Bank of America Corporation
Feb 2019 - Jan 2020 (11 months)
Assisted customers with banking transactions, promoted financial products, and provided support for account inquiries and ATM transactions.
Bank Teller
ACBA-Credit Agricole Bank CJSC
Jun 2017 - Jun 2018 (1 year)
Verified and processed customer transactions, managed financial transactions, and ensured compliance with financial regulations.
Customer Service Representative
Informer
Sep 2016 - Jul 2017 (10 months)
Educated clients on banking products, processed account setups, and resolved account-related inquiries.
Education
Degrees, certifications, and relevant coursework
Keller Graduate School of Management
Master of Accounting and Financial Management, Accounting and Financial Management
2024 - 2026
Pursuing a Master of Accounting and Financial Management with a focus on CPA preparation.
Armenian National Agrarian University
Bachelor Diploma, Agricultural Sciences
2013 - 2017
Completed a Bachelor Diploma with a focus on agrarian sciences and related fields.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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