Anthony Scardelletti
Ewing,NJ
Summary
Financial Operations Analyst with proven track record of success identifying inefficiencies and implementing new solutions while servicing day to day operations. Results-oriented with strong research and pattern recognition skills to develop action plans and implement projects. Applies knowledge to optimize quality control and compliance constraints.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Operations Analyst
Wescott Financial Advisory Group
01.2022 - Current
- Integrated multiple databases and processes with company merger
- Designed plans to improve operations processes and implemented changes to systems for overall organization
- Identified and analyzed project risks and developed mitigation strategies.
- Created client facing financial reports for Advisors
- Created and maintained financial investment models for CIO and Investment team use
Wealth Management Operations Analyst
Asset Planning Services Ltd
01.2020 - 12.2021
- Supported COO/CCO directly and associated team members to maintain system functionality and accuracy
- Designed plans to improve operation efficiencies and suggested changes to systems for overall organization.
- Implemented plans and changes to organizations processes
- Created custom reports and visualizations to support decision-making processes.
- Leveraged Orion Connect and Salesforce to support all responsiblities
Operations Specialist
Oppenheimer & Co
03.2019 - 11.2019
- Built and updated securities products to be traded on for various departments
- Dealt with multiple departments to ensure accurate and timely delivery of all securities related matters
- Analyzed, identified, and implemented new processes to maximize efficiency in data reconciliation
Financial Advisor Intern
Northwestern Mutual
08.2017 - 09.2018
- Called and interacted with prospective clients on a daily basis
- Presented financial plans and investment recommendations to clients.
- Researched and evaluated potential investment products for clients.
- Collaborated with clients to develop customized investment portfolios.
Caddy & Equipment Manager
Green Acres Country Club
04.2014 - 08.2017
- Interacted with a diverse group of highly successful individuals daily
Shipping Manager
Ewing Sports
05.2016 - 08.2016
- Lead team of 9 employees packaging, and shipping over 200 items a day
- Communicated with vendor representatives to resolve damaged shipments and item shortages.
- Ensure high quality of all products before shipping
Education
B.B.A - Finance
Certified MOS in Excel NJYS Coaching F License Bloomberg Market Concepts Certified - undefined
BBA - Finance
James Madison University
Harrisonburg05.2018
Skills
- Data Analysis
- Improvement Recommendations
- Critical Thinking
- Operational Efficiency
- Data Integrity
- Analyzing Patterns
- Microsoft Excel Specialist
- Highly Adaptable
- Orion Connect
- SalesForce
Certification
- Microsoft Excel Specialist
- Bloomberg Market Concepts Certified
Affiliations
New Jersey Youth Soccer Association
- Olympic Development Program Coach- 3 years
Lawrence Hamnett Soccer Association
- Volunteer Coach- 5 years
Timeline
Operations Analyst
Wescott Financial Advisory Group
01.2022 - Current
Wealth Management Operations Analyst
Asset Planning Services Ltd
01.2020 - 12.2021
Operations Specialist
Oppenheimer & Co
03.2019 - 11.2019
Financial Advisor Intern
Northwestern Mutual
08.2017 - 09.2018
Shipping Manager
Ewing Sports
05.2016 - 08.2016
Caddy & Equipment Manager
Green Acres Country Club
04.2014 - 08.2017
B.B.A - Finance
Certified MOS in Excel NJYS Coaching F License Bloomberg Market Concepts Certified - undefined
BBA - Finance
James Madison University
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