Charlotte Dagostino

Dedicated, diligent college student who will receive a bachelor's degree in Investment Management in May 2027. Completed a college course in Corporate Finance with proficient results. Outstanding communicator who goes beyond prescribed responsibilities to establish deep bonds with clients and colleagues. Excels at multitasking in a hectic setting, loves interacting with the public, and approaches work and education with positivity and determination.

Financial Aid (FA Assistant) - Lynn University - Boca Raton, FL

(2024-08 - 2026-05)

• Assisted students and families with financial aid questions, documentation, and university procedures.
• Reviewed and maintained confidential student financial records with accuracy and attention to detail.
• Provided professional customer service through in-person, phone, and email communication.
• Resolved financial aid concerns and identified missing documentation.
• Collaborated with staff to ensure timely processing of student financial aid requests.

Bachelor's - Investment Management - Lynn University (2027-05)

Master's - Wealth Management - Lynn University

High School Diploma - Somerset Academy Central Miramar High School