Adam Gallucci
Bloomington,IL
Summary
Personable and highly motivated individual with strong foundation in accounting principles and financial analysis. Possesses solid understanding of financial statements and proficiency in Excel and financial modeling. Dedicated to contributing to organization's success through accurate financial reporting and analysis.
Overview
2
2
years of professional experience
Work History
Finance Intern
THE DRAKE ZIMMERMAN GROUP
Normal, Illinois
05.2025 - 08.2025
- Prepared client meeting materials, including portfolio summaries and performance reports, supporting financial planners in client interactions
- Assisted with managing and organizing confidential client files to support advisor workflow and client service
- Opened new client accounts and closed profiles for departing or deceased clients
- Monitored and fulfilled client Required Minimum Distributions to ensure compliance with IRS regulations
- Engaged in daily discussions with advisors on market trends, economic conditions, and investment strategies
- LPL FINANCIAL AFFILIATE
Pro Shop Associate
BLOOMINGTON COUNTRY CLUB
Bloomington, Illinois
03.2023 - 04.2025
- Prioritized and organized tasks to efficiently accomplish service goals
- Assisted with customer requests and answered questions to improve satisfaction
- Provided excellent service and attention to customers face-to-face or through phone conversations
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
Education
Bachelor of Science - Accounting, Corporate Finance
BRADLEY UNIVERSITY
Peoria, IL05-2027
Skills
- Financial Statement Analysis (10-Ks, ratio analysis, cash flow analysis)
- Microsoft Excel (budgeting, financial modeling, data tracking)
- Portfolio Reporting & Performance Analysis
- Investment Research & Market Analysis
- Client Account Management & Financial Documentation
- Regulatory Compliance (RMDs, IRS guidelines)
- Budgeting & Cash Flow Management
- Financial Software & Data Management Systems
- Communication & Client Service
- Attention to Detail & Organizational Skills
Leadership And Academic Projects
- Treasurer, Sigma Chi Fraternity, 05/24, Present, Manage income and expenditures totaling $400,000+ annually, Prepare and maintain semester-long budgets in Excel, tracking income, expenses, and variances, Utilize financial management software to invoice members and monitor receivables, Develop payment plans for members to support collections and cash flow management
- Equity Analysis Project, Bradley University, Fall 2025, Analyzed SEC Form 10-K filings for Johnson & Johnson and peer companies Pfizer and Merck & Co., Performed comparative financial statement, ratio, and cash flow analyses, Benchmarked Johnson & Johnson against competitors to evaluate relative performance and risk, Presented conclusions supported by financial data, including a buy, sell, or hold assessment
Timeline
Finance Intern
THE DRAKE ZIMMERMAN GROUP
05.2025 - 08.2025
Pro Shop Associate
BLOOMINGTON COUNTRY CLUB
03.2023 - 04.2025
Bachelor of Science - Accounting, Corporate Finance
BRADLEY UNIVERSITY