New York, New York, United States
www.cfcp.nm.com Quinnipiac University Alumni, Lender School of Business Major: Finance Clubs and Societies: Financial Management Association International Honor Society Member, New Blue Rugby Team, Quinnipiac Men's Club Rugby Team, Catholic Rugby Crew Relevant Course Work: Applied Portfolio Management I, Applied Portfolio Management II, Strategic Management Seminar, Derivative Securities, Financial Modeling, Financial Statement Analysis, Investment Analysis, Advanced Excel Programming, Intermediate Corporate Finance
www.cfcp.nm.com Northwestern Mutual Wealth Management Company
Types of training and certifications include: Firefighter 1, Firefighter 2, Hazardous Materials Awareness, Hazardous Materials Operations, Incident Command System (ICS) 100: Introduction to Incident Command System, ICS 200 systems, ICS 700: Introduction to the National Incident Management System, ICS 800: National Response Framework, an Introduction, Active Shooter Rescue Team, New Jersey Traffic Incident Management Responder Training (TIMS), Stop the Bleed, CPR, & AED. Additional training: Rope and Rappel Technician
• Assessed client's financial situations to develop strategic financial planning solutions. • Served as primary contact for new and prospective clients. • Responsible for all account openings and cross-selling other products and services to clients. • Supported team sales process by referring clients to other lines of business and bank partners. • Answered telephone inquiries on banking products including checking, savings, loans, and lines of credit including, but not limited to, home equity line of credit, credit cards, personal loans, and auto loans. • Supervised and coordinated activities of workers engaged in receiving and paying out money. • Notary Public, State of New Jersey.
• Managed calendars and emails for three advisors, including proactive outbound calling to existing and prospective clientele to schedule meetings with advisors. • Prepared advisors for upcoming meetings by gathering all pertinent client information and updating the client's integrated planning summary, including an overview of their insurance, investments, and estate planning. • Logged advisor notes into CRM database and delegated tasks to the appropriate desks; set follow ups to ensure cases were moving along for clients. • Responsible for tracking and updating monthly expense reports.
• Managed $3.78 million of the University’s student managed endowment fund as part of a 9 member student portfolio management team with a team of 31 Portfolio Analysts. • Co-lead and assisted a team of 7 student analysts to determine portfolio allocation with regards to Information technology stock pitches/presentations in the growth and value fund. • Edited Quinnipiac University's investment policy statement as part of a 9 member portfolio management team. • Created an in depth sector analysis on the Information Technology sector with focus on important industries within the sector and sub-sector. • Created a macro outlook report with focus on global market perspective, key economic data, monetary policies, effect of innovation, changes and trends in consumer behavior, the impact of COVID-19 in the past year, and how the virus can potentially affect the future of business.