Python
Anthony Rebolini
NY
Summary
Highly skilled analytical professional utilizing excellent research, communication, and problem-solving skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Retirement Consultant
Empower
10.2023 - Current
- Informed clients of strategies for reducing debt and maximizing savings.
- Presented financial plans and investment recommendations to clients.
- Created financial models to analyze and evaluate investment strategies.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Financial Advisor
JPMorgan Chase
12.2018 - 06.2020
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
Financial Advisor
AXA Advisors
12.2017 - 12.2018
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Financial Advisor
Bethpage Federal Credit Union
06.2012 - 12.2017
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Master of Science - Finance
Queens College of The City University of New York
Flushing, NY05-2024
Bachelor of Science - Finance
Queens College of The City University of New York
Flushing, NY12-2022
Skills
- Investment Analysis
- Economic forecasting
- Equity research
- Data collection and analysis
Certification
- FINRA Series 7
- Finra Series 63
- CFA Level 1 Candidate (November 2024)
- Bloomberg Terminal Certification
Software
R
Excel
Timeline
Senior Retirement Consultant
Empower
10.2023 - Current
Financial Advisor
JPMorgan Chase
12.2018 - 06.2020
Financial Advisor
AXA Advisors
12.2017 - 12.2018
Financial Advisor
Bethpage Federal Credit Union
06.2012 - 12.2017
- FINRA Series 7
- Finra Series 63
- CFA Level 1 Candidate (November 2024)
- Bloomberg Terminal Certification
Master of Science - Finance
Queens College of The City University of New York
Bachelor of Science - Finance
Queens College of The City University of New York
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