Carolena Theresa Pizzuti
Scarsdale
Summary
Strategic Investor Relations Associate known for unparalleled productivity and efficiency in task completion. Possess strong analytical, communication, and relationship management skills crucial for navigating complex financial landscapes. Excel in leveraging strategic thinking, problem-solving capabilities, and adaptability to foster investor confidence and support business objectives.
Overview
8
8
years of professional experience
Work History
Investor Relations Associate
Belle Haven Investments
Rye
01.2023 - 05.2025
- Built and maintained financial models, and conducted valuation analyses to support investor communications.
- Provided continuous support to advisors by streamlining communication and handling client requests to ensure seamless portfolio management.
- Facilitated cross-functional collaboration with portfolio managers, custodians, and settlement teams to ensure the timely and accurate execution of trades, fulfillment of client requests, and effective portfolio management.
- Spearheaded inbox management by prioritizing and coordinating responses to ensure all inquiries were addressed efficiently and accurately for all incoming client and internal communications.
- Executed daily controls to ensure timely and accurate portfolio actions, including cash transaction processing, trade holds, full liquidations, and account closures.
- Assisted in the processing and collection of management fees, in coordination with the billing department.
Cashier
Sweet Frog
Vestal
08.2019 - 11.2022
- Responsible for processing customer payments by cash, debit, gift card, or credit cards
- Accountable for inventory and cleaning machines thoroughly
- Responsible for take-to-go orders, answering phone calls, and opening/closing the store
Intern
Newing Leadership Internship
Binghamton
01.2020 - 05.2020
- Company Overview: Binghamton University, NY
- Broke down leadership concepts into core components in order to identify, analyze, and develop skills and attributes necessary to becoming a more effective leader
- Participated in 60+ hours of leadership opportunity experiences along with weekly class attendance
- Binghamton University, NY
Golf Shop Receptionist
Scarsdale Golf Club
Scarsdale
08.2017 - 03.2018
- Responsible for checking members in for golf carts
- Assisting members in purchasing items
- Answering phone calls and opening/closing the store
Intern
DNA Public Relations
Rye
05.2017 - 06.2017
- Created newsletters to advertise and market products
- Gathered contacts for potential clients and communicated with consumers to ensure customer satisfaction
- Responsible for mailing products out and keeping track of inventory
Education
Master of Arts - Economics
Binghamton University
Binghamton, NY08-2023
B.A - Economics
Binghamton University
Vestal, NY05.2021
Skills
- Organized and efficient
- Quick learner
- Responsible leadership
- Flexible and adaptable
- Microsoft Office and Excel proficiency
Timeline
Investor Relations Associate
Belle Haven Investments
01.2023 - 05.2025
Intern
Newing Leadership Internship
01.2020 - 05.2020
Cashier
Sweet Frog
08.2019 - 11.2022
Golf Shop Receptionist
Scarsdale Golf Club
08.2017 - 03.2018
Intern
DNA Public Relations
05.2017 - 06.2017
Master of Arts - Economics
Binghamton University
B.A - Economics
Binghamton University
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