Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

David J. Colantuoni

Amherst

Summary

Developed skills in fast-paced financial environment, focusing on investment strategies and risk mitigation. Proven ability to analyze complex data and make informed decisions, seeking new opportunities to apply these skills in different field. Ready to transition into new role, bringing results-driven approach and passion for continuous learning.

Overview

1
1
year of professional experience

Work History

Equity Portfolio Manager & Security Analyst

Archway Investment Fund | Bryant University
01.2025 - 12.2025
  • Implemented cutting-edge financial analysis tools for deeper insights, enabling more informed investment decisions.
  • Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
  • Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.


Brokerage Client Relations Intern

Fidelity Investments
06.2025 - 08.2025
  • Delivered excellent customer service to Fidelity brokerage clients, meeting key performance indicators and learning to navigate complex resources and processes.
  • Internship length capstone project presented to the central leadership team, where the proposed solution was implemented large scale across Fidelity regional centers.
  • Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
  • Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
  • Participated in workshops and presentations related to projects to gain knowledge.

Education

Bachelor of Science - Business Administration, Major Finance, Minor in Economics

Bryant University
Smithfield, RI
05.2026

Skills

  • Equity valuation
  • Client relations
  • Investment strategy
  • Fundamental analysis
  • Portfolio construction
  • Wealth management
  • Trading strategies
  • Asset allocation
  • Financial analysis
  • Real estate investments

Affiliations

  • Archway Investment Fund at Bryant University 1/2025-5/2026
  • Wealth Management Association, Finance Association, Real Estate Investment Club, Capital Markets Club at Bryant University 9/2022-5/2026

Timeline

Brokerage Client Relations Intern

Fidelity Investments
06.2025 - 08.2025

Equity Portfolio Manager & Security Analyst

Archway Investment Fund | Bryant University
01.2025 - 12.2025

Bachelor of Science - Business Administration, Major Finance, Minor in Economics

Bryant University

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