Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Elisa Peduto

Santa Clara,CA

Summary

As a dynamic professional with a Master's degree and a background in investment banking, I bring nearly three years of expertise in data analysis, market analysis, and communication, leveraging a solid foundation to collaborate with all organizational levels. I attained FINRA licensure, expanding my curiosity of the financial landscape. I am eager to bring my talents while gaining experience on a prestigious team.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Registered Service Associate

Morgan Stanley
03.2023 - Current
  • Partner with different business departments including Operations, Risk, and Legal teams to structure procedures focused on strengthening compliance and regulatory adherence, mitigating risk by 20%.
  • Carry out a self-performing audit program to identify operational risks, improve due diligence, and boost operational efficiency, contributing to long-range planning recommendations to senior leadership and expediting the audit process by 3 months.
  • Resolve clients' inquiries and meet their ongoing needs, employing excellent interpersonal skills and ensuring continuation of quality results despite tight deadlines.

Client Service Associate

Morgan Stanley
09.2021 - 02.2023
  • Progressed from an Intern to a key analytical role supporting a team of 8 Financial Advisors, preparing tailored financial reports with investment strategies to meet clients' goals, and providing data-driven insights to make strategic decisions on asset allocation, risk management, and tax optimization.
  • Applied Accounting skills to manage year-end and quarter-end processes, including yearly calculations of distributions for clients and quarterly Gain/Loss, Dividends, and Income activity, while also constructing a playbook to elevate client servicing abilities.
  • Analyzed macroeconomic and microeconomic trends and incorporated qualitative and quantitative analyses to accurately shape investments and business strategies.

Education

Master of Science - International Management: Finance,Econ,Accounting

University of The Sacred Heart
Milan, Italy
03-2021

Bachelor of Science - Interpretation, Translation

Academic Institute For Interpreters, Translators
Trento, Italy
03-2018

Skills

  • Data Analysis
  • Attention to Detail
  • Effective Time Management
  • Communication Skills
  • Financial Analysis
  • Teamwork

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 or Bilingual
French
Full Professional

Timeline

Registered Service Associate

Morgan Stanley
03.2023 - Current

Client Service Associate

Morgan Stanley
09.2021 - 02.2023

Master of Science - International Management: Finance,Econ,Accounting

University of The Sacred Heart

Bachelor of Science - Interpretation, Translation

Academic Institute For Interpreters, Translators

Similar Profiles

CREATE PROFILE
Elisa Peduto