Juliana Fazzani Freitas
Juliana Fazzani Freitas is an accomplished financial services professional with extensive experience in operations management, collections, and client servicing. She currently serves as Operations Manager at Auto Advance, where she leverages her expertise in asset allocation, annuity strategies, mutual fund strategies, and insurance needs analysis to drive operational efficiency and deliver exceptional results for her team and clients. Previously, Juliana worked as a Financial Professional at Equitable and held progressive leadership roles at First Help Financial, including Senior Manager of Servicing Operations and Collections Manager, where she successfully managed complex accounts and ensured compliance across all operational processes.
A dedicated and results-driven leader, Juliana excels at stakeholder engagement, operational execution, and team development. She is recognized for her ability to manage high-volume, detail-oriented operations while fostering a collaborative environment where team members are empowered to succeed. Her strong communication and project management skills, combined with a commitment to excellence, have made her a trusted advisor and go-to professional within her industry.
Beyond her professional achievements, Juliana is passionate about giving back to the community and supporting social initiatives. She volunteers as a Team Leader for Amigos do Bem, a Brazilian NGO focused on providing clothing, shelter, and personal development opportunities to children and families in need. Fluent in both English and Portuguese, Juliana combines her global perspective, business acumen, and community-focused mindset to make a meaningful impact both professionally and personally.
• Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
• Securities Industry Essentials
• Series 7
• Framingham State University - BSBA
• Quinsigamond Community College - ABA
• Massachusetts Dental Associates
• Amigos do Bem
What do you attribute your success to?
I attribute my success to a combination of strong project management skills and being someone my colleagues can rely on for support and guidance across all projects in our industry and on our team. I am most proud of the career I have built and the future I am shaping by drawing strength from within and continuously motivating myself to persevere through challenges. As I continue to grow, I look forward to sharing more about my inspirations, goals, and the message I hope to convey through my work.
What’s the best career advice you’ve ever received?
The best career advice I’ve ever received is to dedicate myself to work that not only advances my career but also makes a meaningful impact on others. I am particularly passionate about causes that support children and help provide opportunities for those in need. One initiative I strongly support is the Capoeira Foundation, which is working to give children access to education, unity, and discipline through the art of Capoeira. More information about their efforts can be found at Capoeira-USA.com
What advice would you give to young women entering your industry?
My advice to young women entering this industry is to never give up on what you truly want. Discipline and hard work are key to achieving your goals, and it’s important not to let anyone’s doubts deter you. Stay focused, keep moving forward, and draw strength from within to turn your dreams into reality.
What values are most important to you in your work and personal life?
The values most important to me in both my work and personal life center on community, passion, and balance. I am deeply committed to being active in my community and supporting causes I care about, especially the Capoeira Foundation. I also value staying active through sports, nurturing my mind and spirit with reading and music, prioritizing health, and cherishing quality time with my family.