Dominick Cardona
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Bank of America Merrill Lynch
12.2022 - 09.2024
- Provided tailored financial solutions to clients, focusing on investment planning and portfolio management.
Authorized Trader
The Credit Brothers
01.2019 - 03.2022
- Identified equity market opportunities and executed trades with $5K monthly discretionary capital.
Investment Manager
Vista Collina Capital Group LLC
01.2017 - 01.2019
- Advised 6 friends and family members on stock investments.
- Managed $50K AUM using both fundamental and technical analysis.
- Led monthly financial planning sessions and conducted in-person due diligence.
Education
B.S. - Entertainment Business
The Los Angeles Film School
01.2023
Skills
- Equity trading
- Effective communication
- Technical analysis
- Self motivation
- Market trends monitoring
Certification
- Series 7
- Series 66
- SIE
- CMT Candidate
- Bloomberg Market Concepts
Timeline
Financial Solutions Advisor
Bank of America Merrill Lynch
12.2022 - 09.2024
Authorized Trader
The Credit Brothers
01.2019 - 03.2022
Investment Manager
Vista Collina Capital Group LLC
01.2017 - 01.2019
B.S. - Entertainment Business
The Los Angeles Film School
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