Summary
Overview
Work History
Education
Skills
Internship Academic Experience
Leadership Experience
Timeline
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Dominic F. DelPonte

Stamford,United States

Summary

Dynamic financial professional with experience at Morgan Stanley, adept in asset management and strategic consultation. Proven track record in crafting tailored financial plans and leading teams to enhance investment strategies. Strong analytical skills combined with effective communication foster client relationships and drive business success. Committed to delivering data-driven insights and ethical practices.

Overview

3
3
years of professional experience

Work History

Financial Advisor Intern

Morgan Stanley
Syracuse, United States
08.2024 - 05.2025
  • Developed financial planning scenarios to depict clients' retirement outlooks effectively.
  • Analyzed potential investment opportunities and market trends using advanced market research skills.
  • Cultivated essential business, financial, and analytical skills necessary for a career in global wealth management.
  • Supported marketing and sales initiatives within teams for business development.
  • Crafted and reviewed over 50 tailored financial plans to meet clients' long-term financial goals.
  • Offered tactical asset allocation recommendations by leveraging insights from Morgan Stanley's Global Investment Committee.

Graduate Assistant

Heights Global Marketing
Syracuse, United States
01.2024 - 05.2025
  • Coordinated alumni engagement and built participation with high-profile individuals in key firm initiatives.
  • Prepared and processed invoices and billing materials to accelerate timely revenue collection from clients.
  • Partnered with team members to brainstorm, develop, and strategize on current and upcoming projects.
  • Played an integral role in launching two beers and one seltzer in collaboration with Meiers Creek Brewing Company.
  • Delivered cross-functional support across the firm to enable seamless operations and alignment with client needs.

Consultant Intern

Dandelion Consulters
Valencia, Spain
07.2024 - 08.2024
  • Performed in-depth research for benchmarking analysis across diverse industries to improve the firm's strategic insights.
  • Created and revised business plans for start-ups and existing enterprises, while advising on financial projections and identifying potential revenue streams.
  • Created sponsorship packages tailored to client needs to secure partnership opportunities.
  • Contributed to operational success of a multi-sector consulting firm by supporting core business functions and project execution.
  • Facilitated staff on three different projects spanning three distinct sectors through effective organization and collaboration.

Sr. Advisor/Sr. Financial Analyst

Dolphin Green and Gold Fund
Syracuse, United States
08.2022 - 12.2023
  • Led strategic research efforts to evaluate potential investment opportunities and employ industry-specific business trend analysis and data evaluation.
  • Designed detailed financial models using Capital IQ, guiding investment strategies.
  • Directed preparation of comprehensive professional investment reports for presentation to the Board of Managers to ensure clarity and data-driven insights.
  • Spearheaded a team of seven members to foster an environment of collaboration and strategic thinking.
  • Provided oversight to three teams, each consisting of up to seven members to enhance organizational efficiency and output.
  • Managed a $1.2M student-run investment portfolio and consistently delivered a 5.07% return on investment by demonstrating sound investment acumen and market insight.

Education

Master of Business Administration - Analytics

Le Moyne College, Madden College of Business And Economics
Syracuse, NY
05-2025

Bachelor of Science - Finance and Business Analytics

Le Moyne College, Madden College of Business And Economics
Syracuse, NY
12-2023

Skills

  • Asset management and portfolio evaluation
  • Financial analysis and reporting
  • Market research and investment strategy
  • Mentoring and coaching
  • Cross-functional collaboration
  • Team leadership and project management
  • Strategic consultation and risk assessment
  • Data analytics and business analytics
  • Client relationship management and customer service
  • Effective communication skills
  • Ethical behavior and confidentiality
  • Retirement planning and wealth management
  • Attention to detail and work prioritization

Internship Academic Experience

  • Administration Intern, Iraklis Basketball Club, Thessaloniki, Greece
  • Project Manager, HYROX Rio de Janeiro Expansion, Syracuse, NY

Leadership Experience

  • Captain Midfielder/Defenseman, Le Moyne College Men's Lacrosse Team, Syracuse, NY, Guided team through successful transition from NCAA Division II to Division I competition., Played an integral role to the team's success as a 2021 NCAA Division II National Champion.
  • Student Liaison, Le Moyne College Finance Department & Business Analytics Department, Syracuse, NY, Represented the Finance and Business Analytics department in presentations to freshman students and the Analytics Advisory Board and contributed to the recruitment of qualified faculty and industry engagement.

Timeline

Financial Advisor Intern

Morgan Stanley
08.2024 - 05.2025

Consultant Intern

Dandelion Consulters
07.2024 - 08.2024

Graduate Assistant

Heights Global Marketing
01.2024 - 05.2025

Sr. Advisor/Sr. Financial Analyst

Dolphin Green and Gold Fund
08.2022 - 12.2023

Master of Business Administration - Analytics

Le Moyne College, Madden College of Business And Economics

Bachelor of Science - Finance and Business Analytics

Le Moyne College, Madden College of Business And Economics

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