Elisa Peduto
Santa Clara,CA
Summary
As a Junior Wealth Management professional, I have expertise in market analysis, data analysis, financial modeling, and communication, leveraging a solid foundation in analytical skills to facilitate executive-level decision making. I quickly adapt to new technologies and am driven to innovate. I attained FINRA licensure to become an indispensable asset to the industry. I am eager to bring my talents and willingness to learn from industry leaders while gaining experience on a prestigious team.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Service Associate
Morgan Stanley
San Jose, CA
03.2024 - Current
- Work cross-functionally with operations, risk management, and legal teams to ensure adherence to regulatory requirements and internal policies increasing my collaboration with personnel of all levels.
- Conduct a self-performing audit program within the department, demonstrating attention to detail in evaluating operational efficiency and contributing to a long-range planning recommendation for senior leadership
Client Service Associate
Morgan Stanley
San Jose, CA
09.2020 - 02.2023
- Created quarterly reports on clients’ (un)/realized Gains and Losses, Interest Income, Qualified Dividend Income to senior VPs to ensure financial data correctness.
- Assisted with generating unique approaches aimed at optimizing clients’ financial achievements through in-depth analyses of asset allocation strategies, risk assessment procedures and tax optimization methods.
- Provided analytical support on key metrics to Managing Directors (i.e. company buybacks, cross-referencing stocks to determine their value based on profitability indicators).
Education
Master of Science - International Management (Finance focused)
Università Cattolica Del Sacro Cuore
Milan, Italy03-2020
Bachelor of Science - Interpretation, Translation
Academic Institute For Interpreters And Translator
Trento, Italy03-2017
Skills
- Critical Thinking
- Attention to Detail
- Effective Time Management
- Communication Skills
- Analytical Skills
- Quantitative Analysis
Certification
- Securities Industry Essentials (SIE), FINRA — May 2023
- Series 7 General Securities Representative, FINRA — September 2023
- Series 66 Uniform Combined State Law Exam, FINRA — December 2023
Languages
Italian
Native/ Bilingual
French
Full Professional
German
Limited
Timeline
Service Associate
Morgan Stanley
03.2024 - Current
Client Service Associate
Morgan Stanley
09.2020 - 02.2023
Master of Science - International Management (Finance focused)
Università Cattolica Del Sacro Cuore
Bachelor of Science - Interpretation, Translation
Academic Institute For Interpreters And Translator
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