Nicholas Cavo
Maywood,NJ
Summary
Offering robust foundation in financial principles and client service, with strong desire to learn and excel in professional setting. Brings ability to analyze financial data and create comprehensive reports, ensuring accurate and insightful financial advice.
Overview
1
1
year of professional experience
Work History
Financial Advisor Assistant
BGS Capital Management
Rochelle Park, NJ
06.2025 - Current
- Developed relationships with clients through regular communication, addressing inquiries and enhancing satisfaction.
- Processed client transactions with attention to accuracy and compliance standards.
- Managed day-to-day administrative tasks such as preparing reports, updating client records, scheduling appointments, and coordinating events for the advisory team.
- Assisted in preparing financial plans and investment strategies for clients.
- Conducted research on market trends to support client portfolio decisions.
Education
Master of Business Administration - Business Analytics
Seton Hall University
South Orange, NJBachelor of Science - Finance and Accounting
Seton Hall University
South Orange, NJSkills
- Proficient in Microsoft Excel, Word, PowerPoint, SQL, and Python
- Bloomberg Certificates (BMC, ESG), Financial Modeling, and EDA
- Fast-learner, excellent communication skills, and work well within teams
- Client relationship management, Market research analysis, Portfolio performance monitoring
Timeline
Financial Advisor Assistant
BGS Capital Management
06.2025 - Current
Master of Business Administration - Business Analytics
Seton Hall University
Bachelor of Science - Finance and Accounting
Seton Hall University
Interests
Avid Reader, Writing, History, Outdoor Activities, Personal Finance