Gabriel Rocco Tufaro
Richmond,VA
Summary
Detail-oriented and motivated professional with a Bachelor's degree in Economics & Business from Virginia Military Institute. Series 6, 63, and SIE certified Financial Services Representative at MassMutual, bringing strong research, data analysis, and customer engagement skills. Experienced in financial services, public sector internships, and equity research. Seeking to leverage analytical acumen and relationship-building capabilities in a research-driven role at CoStar Group.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Professional
MassMutual
Glen Allen, VA
05.2024 - Current
- Advise clients on a range of investment products including stocks, bonds, mutual funds, annuities, and insurance.
- Assist with onboarding and product education for new clients, improving engagement and retention.
- Handle customer inquiries regarding transactions and account information with professionalism and accuracy.
Intern
Virginia Department of Veteran Services
Richmond, VA
05.2023 - 06.2023
- Created detailed budget plans, supporting successful funding requests to the state government.
- Conducted meetings with officials to present and seek approval on financial initiatives.
- Advised veterans on retirement investment plans and facilitated access to educational and employment opportunities.
Junior Analyst
VMI Cadet Investment Group
Lexington, VA
09.2020 - 05.2023
- Co-managed a $300,000 equity portfolio as part of a student-run investment team.
- Researched companies, prepared financial reports, and presented investment recommendations.
Education
Bachelor of Arts - Economics & Business
Virginia Military Institute
Lexington, VA05.2024
Skills
- Financial & Market Research
- Client Relationship Management
- Data Analysis & Reporting
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- CRM and Financial Software
- Written & Verbal Communication
Certification
- Series 6 License
- Series 63 License
- Securities Industry Essentials (SIE)
Timeline
Financial Services Professional
MassMutual
05.2024 - Current
Intern
Virginia Department of Veteran Services
05.2023 - 06.2023
Junior Analyst
VMI Cadet Investment Group
09.2020 - 05.2023
Bachelor of Arts - Economics & Business
Virginia Military Institute
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