Anthony Ricciardi
Pittsburgh,PA
Summary
Driven professional and team-worker. Decisive planner and problem-solver with understanding of marketing and sales strategies that drive business growth. 4-year track record working with financial products. Considering paths to pursue my MBA or CFA.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor Associate
Morgan Stanley
04.2022 - 10.2023
- Worked on a team with 5 other experienced Financial Advisor with my focus of Financial Planning
- Developed Financial Plans using LifeView by Money Guide Pro, BlackRock Aladdin, and Morningstar Asset Scan for clients and prospects
- Conducted Financial Plan Presentations in person and on Zoom for clients and prospects
- Helped conduct client and prospect meetings for the team as well as work with high net worth clients to help the team bring in 25+ million
- Attended monthly Zoom training calls focused on developing prospecting ideas and strategies, resources at the firm, and Morgan Stanley products
- Developed knowledge and insights on the markets with Morgan Stanley and Morningstar Research
Wealth Advisor Associate
Morgan Stanley
12.2019 - 04.2022
- Create and develop financial plans using Morgan Stanley in house and third party planning software
- Work with advisors and their clients to construct detailed financial plans and create Aladdin risk reports
- Collaborated with advisors on developing what-if scenarios from Monte-Carlo simulations to achieve desired results
- Learned how different advisors structured and controlled their practice
Financial Professional
Equitable Advisors, LLC
05.2019 - 12.2019
- Work on Retirement Benefit Team that specializes in public employees
- Inform public employee school teachers on their pension and retirement benefits
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
- Helped clients plan for and fund retirements using mutual funds and other options
Financial Service Intern
MassMutual Pittsburgh
05.2018 - 08.2018
- Completed projects: project 200, financial service industry surveys, elevator pitch
- Scheduled and conducted interviews with clients to learn about their perspective on financial advisors
- Attended market outlook and financial service development meetings
- Learned insurance concepts and risk mitigation strategies through seminars and training
Education
BSBA - Finance
Youngstown State University
Youngstown, OH05.2019
Skills
- Retirement needs
- Insurance decisions
- Stock market understanding
- Investment planning
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Excellent computer skills
- Money Guide Pro
- Aladdin by BlackRock
- Teamwork & Collaboration
- Business Development
Certification
- Accident & Health, Life, Variable, Long-term Care Insurance License - Ohio & Pennsylvania
- SIE - Securities Industry Essential Examination - February 19, 2019
- Series 7 - General Securities Representative Examination - July 16, 2019
- Series 66 - Uniform Combined State Law Examination - October 31, 2019
Timeline
Financial Advisor Associate
Morgan Stanley
04.2022 - 10.2023
Wealth Advisor Associate
Morgan Stanley
12.2019 - 04.2022
Financial Professional
Equitable Advisors, LLC
05.2019 - 12.2019
Financial Service Intern
MassMutual Pittsburgh
05.2018 - 08.2018
BSBA - Finance
Youngstown State University