Albert Paniccia
East Norwich,NY
Summary
Results-oriented Wealth Management Intern with experience supporting daily activities, conducting research and analysis, and assisting with financial planning. Excellent team collaborator with a proven ability to thrive in fast-paced professional settings.
Overview
4
4
years of professional experience
Work History
Wealth Management Intern
Strategies for Wealth
New York, NY
06.2023 - 08.2023
- Utilized eMoney Pro Wealth Management solutions to develop and manage simulated client portfolios valued at over $200 million in AUM.
- Presented alternative investment opportunities to clients on behalf of private equity sponsors through outreach initiatives.
- Maintained Microsoft Excel spreadsheets to effectively monitor potential and existing client opportunities
- Facilitated comprehensive financial blueprints for prospective clients by organizing financial goal analysis reports based on investor objectives.
- Contributed to financial planning solutions by assisting in design and simulation analysis.
Sales Assistant/Account Executive
Casa Building Materials
The Bronx, NY
06.2020 - 08.2022
- Increased sales revenue by 20% for July and August through outbound call lead generation.
- Helped in attaining monthly sales targets of $75,000 through persuasive presentation of brick samples to clients for new projects.
- Conducted comprehensive research and analysis of bid contracts to drive company revenue.
- Actively engaged in client meetings, effectively communicating ideas and proposing innovative solutions.
- Monitored inventory levels using customized Microsoft Excel spreadsheets to detect shortages.
Front of House Employee
Organic Krush
Woodbury, NY
05.2019 - 08.2019
- Assisted customers in selecting meals by addressing their concerns about food ingredients.
- Processed and filled customer food orders, and prepared custom smoothies and acai bowls quickly and accurately.
- Greeted customers and provided friendly customer service.
- Informed customers of daily specials, menu items, and restaurant policies.
Education
Bachelor of Science - Finance
Providence College
Providence, RI05-2025
Skills
- Microsoft Excel
- Attention to Detail
- Communication
- Teamwork and Collaboration
- Client Engagement
- Microsoft Office
Affiliations
Providence College Big East Division I Varsity Men’s Lacrosse
- Maintained a rigorous training schedule, balancing 5 hours of lacrosse a day competing at the highest level of college athletics while effectively balancing a full academic course load, developing exceptional leadership, teamwork, time management, and resilience.
Swim Across America
- Demonstrated commitment to community service and organizational skills by volunteering with my team for a non-profit, as a team we helped raise over $5,000 for cancer research.
Headstrong Foundation-Mustache Madness
- Facilitated and led a four-week journey where the team grew out mustaches to raise money. As a team, we raised $13,000 for cancer research while I personally raised $5,450
Timeline
Wealth Management Intern
Strategies for Wealth
06.2023 - 08.2023
Sales Assistant/Account Executive
Casa Building Materials
06.2020 - 08.2022
Front of House Employee
Organic Krush
05.2019 - 08.2019
Bachelor of Science - Finance
Providence College
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