Alisa Antinori Alonso
Alpharetta,GA
Summary
Dynamic Portfolio Manager at JABLICA Holding, LLC, adept at equity valuation and client relationship management. Successfully streamlined reporting procedures, enhancing client communication efficiency. Recognized for fostering teamwork and collaboration, resulting in improved portfolio performance and client satisfaction. Proven problem-solver with a strong attention to detail and a commitment to excellence.
Overview
25
25
years of professional experience
Work History
Portfolio Manager
JABLICA Holding, LLC
06.2005 - Current
- Facilitated portfolio performance review and implemented new strategies.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
Homeschool Educator
08.2013 - 05.2025
- Fostered critical thinking skills through engaging discussions and inquiry-based learning techniques.
- Established routines and procedures that promoted a structured yet flexible learning environment conducive to academic success.
- Adapted teaching methods and lesson plans to changing student needs.
- Established clear objectives for all lessons, units, and projects, resulting in measurable improvements in student progress.
- Implemented hands-on learning activities for improved retention and engagement in subject matter.
Business Owner
Atlanta's Best Laundry
01.2023 - 03.2025
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Increased client satisfaction by implementing innovative business strategies and streamlining processes.
Volunteer
Child Development Associates (CDA), Inc
10.2019 - 09.2023
- Represented organization positively and professionally while providing community with much-needed services.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Used strong interpersonal communication skills to convey information to others.
Instructional Support Teacher
Fulton County Schools
08.2004 - 01.2008
- Provided support during classes, group lessons, and classroom activities.
- Fostered a supportive learning environment that encouraged open communication, active participation, and mutual respect among students.
- Assessed student social, emotional, and academic needs to plan goals appropriately.
- Increased parental involvement in the educational process through regular communication and parent-teacher conferences.
- Collaborated with special education staff to create tailored interventions for students with diverse needs, ensuring an inclusive learning environment.
Teacher
Fulton County Schools
08.2000 - 06.2004
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
- Enhanced classroom engagement through the use of interactive teaching methods, such as group projects and hands-on activities.
- Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.
- Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.
- Assessed student performance regularly using both formative and summative assessments to inform future lesson planning.
- Collaborated with other teachers to plan interdisciplinary units that connected subjects and promoted deeper understanding among students.
- Continuously pursued professional development opportunities such as workshops or conferences to stay current in educational trends.
Education
Master of Science - Special Education
Florida State University
Tallahassee, FL05-2000
Bachelor of Science - Special Education
Florida State University
Tallahassee, FL05-1999
Skills
- Equity valuation
- Client relations
- Client relationship management
- Client interfacing
- Attention to detail
- Teamwork and collaboration
- Multitasking Abilities
- Problem-solving abilities
- Reliability
- Excellent communication
- Organizational skills
- Prioritizing and planning
- Team management
- Self motivation
- Interpersonal skills
- Conflict resolution
Timeline
Business Owner
Atlanta's Best Laundry
01.2023 - 03.2025
Volunteer
Child Development Associates (CDA), Inc
10.2019 - 09.2023
Homeschool Educator
08.2013 - 05.2025
Portfolio Manager
JABLICA Holding, LLC
06.2005 - Current
Instructional Support Teacher
Fulton County Schools
08.2004 - 01.2008
Teacher
Fulton County Schools
08.2000 - 06.2004
Master of Science - Special Education
Florida State University
Bachelor of Science - Special Education
Florida State University
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