Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Interests
Timeline
Generic

Alexander Macchio

Dumont,NJ

Summary

Dynamic financial professional with extensive experience at Traphagen Investment Advisors LLC, excelling in wealth management and portfolio optimization. Proven track record in developing proprietary trading models and enhancing client satisfaction through proactive communication. Skilled in financial analysis and adept at building trust-based client relationships, ensuring long-term success and profitability.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Firm Trader & Financial Planner

Traphagen Investment Advisors LLC
12.2014 - Current
  • Managed a diverse portfolio of equities, fixed income, commodities, and derivatives to maximize returns while minimizing risk exposure.
  • Spearheaded the development of proprietary models for trade evaluation, enhancing decision-making confidence in high-pressure situations.
  • Streamlined trading processes, integrating advanced trading software and tools.
  • Delivered exceptional results under challenging market conditions by displaying adaptability, resilience, and a solutions-focused mindset.
  • Maximized client satisfaction through prompt resolution of inquiries, proactive communication, and tailored investment recommendations.


Course Instructor

Bergen Community College
09.2016 - Current
  • Educated students on budgeting strategies and financial literacy tools, empowering them to maintain financial success in retirement.
  • Constructed courses to address the many topics of Financial Planning and how to implement timely strategies for individuals either approaching retirement or currently retired.
  • Initiated new learning methods, eliminating instructional gaps and improving comprehension.
  • Participated in professional development opportunities to stay current on educational trends and enhance teaching effectiveness.
  • Increased student motivation by developing engaging lesson plans that catered to various learning styles.

Financial Representative

Northwestern Mutual
11.2013 - 12.2014
  • Met with customers to assess needs, financial status, and eligibility.
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
  • Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.

Education

Bachelor of Arts - Economics

Union College
Schenectady, NY
06-2013

Skills

  • Wealth management
  • Portfolio management
  • Alternative investments
  • Asset allocation
  • Financial analysis
  • Trading operations
  • Microsoft Excel
  • Social security optimization
  • Market research

Accomplishments

  • Supervise a team of 10 staff members.
  • Oversee the trading and execution of ~ 2 Billion AUM and over 4,000 accounts.
  • Utilize Microsoft Excel to develop investment tracking spreadsheets.

Certification

Certified Financial Planner (CFP)

Languages

Italian
Limited Working

Interests

  • I participate in various sports activities for physical activity, camaraderie, and personal growth
  • Enjoy participating in strength training for overall physical and mental well-being
  • Cooking
  • Golf
  • Landscaping
  • Woodworking

Timeline

Course Instructor

Bergen Community College
09.2016 - Current

Firm Trader & Financial Planner

Traphagen Investment Advisors LLC
12.2014 - Current

Financial Representative

Northwestern Mutual
11.2013 - 12.2014

Bachelor of Arts - Economics

Union College

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Alexander Macchio