Brandon Costantino
Pittston,Pennsylvania
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor Development Program
Prudential Financial
Scranton, PA
12.2024 - Current
- Participating in Prudential’s Career Development Program to become a licensed Financial Advisor.
- Attending weekly training sessions focused on financial planning, investments, and client relationship building.
- Developing foundational skills in retirement planning, portfolio strategy, and ethical financial advising.
Wealth Management Intern
Jacobi Capital Management
Pittston, USA
05.2023 - 08.2023
- Performed qualitative and quantitative analysis across diverse companies, assessing historical stock trends and crafting tailored investment strategies
- Contributed insights and perspectives in weekly team meetings, fostering collaboration and informed decision-making processes
- Conducted thorough market research and analysis to inform investment strategies, while enhancing analytical skills through evaluating Holt screens and 10k reports
- Utilized sentiment analysis to optimize investment timing for maximum returns
Collegiate Ambassador
MONSTER ENERGY
Philadelphia, USA
08.2022 - 05.2024
- Represented Monster and Reign Energy as a brand ambassador on campus, promoting the company's products and services to students
- Provided feedback and recommendations to Monster's marketing and recruitment teams on how to better engage with the college demographic and improve their campus outreach strategy
- Developed and maintained strong relationships with campus organizations, students and faculty
Finance/ Accounts Receivable Intern
Golden Technologies
Old Forge, USA
05.2022 - 08.2022
- Worked alongside the finance team, responsible for processing and reviewing credit inquiries from vendors and banking institutions to determine credit lines and payment terms for customers
- Participated in ensuring the accuracy and completeness of documentation related to credit approvals and communicated terms effectively to customers
- Assisted in generating welcome aboard letters containing account details, terms and agreements, and approved credit lines for new customers.
Education
Bachelor of Business Administration - Finance
Temple University - Fox School of Business
Philadelphia, PA05.2024
Skills
- Data Analysis
- Quantitative Analysis
- Market Research
- Client Communication
- Microsoft Excel
- Investment performance reporting
- Financial forecasting
- Financial analysis
- Client relationship management
Certification
- SIE
- FINRA Series 7
- PA Life, Accident, and Health Insurance
Timeline
Financial Advisor Development Program
Prudential Financial
12.2024 - Current
Wealth Management Intern
Jacobi Capital Management
05.2023 - 08.2023
Collegiate Ambassador
MONSTER ENERGY
08.2022 - 05.2024
Finance/ Accounts Receivable Intern
Golden Technologies
05.2022 - 08.2022
Bachelor of Business Administration - Finance
Temple University - Fox School of Business
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