Gerard Mazzella
AT Becker & Associates
Eastchester
8
years of professional experience
Detail-oriented professional with strong client relationship management skills. Experienced in portfolio construction and investment management, contributing to efficient operations and enhanced client satisfaction.
Work History
Client Service Associate
11 Months- Supported investment management for approximately $150-200 million AUM across 50+ client portfolios
- Modified and customized 12 model portfolios for 20-30 accounts per week, uploading allocations, suitability, and cash needs
- Constructed diversified model portfolios across U.S. large-, mid-, and small-cap equities, international equities, REITs, commodities, and alternative assets to meet client risk and return objectives
- Executed 10-20 trades per week, including rebalancing, dollar-cost averaging, and security transfers through Wove and NetX360
- Performed fund and security research using Morningstar, internal excel models, and risk analysis to strengthen advisor recommendations and support portfolio decisions
- Maintained and enhanced an internal database of 150+ approved funds, improving portfolio construction efficiency and compliance consistency
- Collaborated with the lead advisor to improve retirement income planning, performance reporting, and compliance documentation, reducing prep time by 20%
- Assisted with helping students and parents enroll and complete FAFSA
Cashier
11 Months- Processed customer transactions efficiently, ensuring accurate handling of cash and card payments
- Memorized product codes for produce, to check out customers more efficiently
- Operated forklift to unload trucks, prepare items to be stocked and organized shelves by each aisle
Yacht Club Launch
2 Months- Transported guests to and from boats, ensuring safety and comfort throughout experience
- Recorded the status and location of each boat, keeping accurate records
- Demonstrated respect, friendliness, and willingness to help wherever needed.
Education
MBA - Financial Management
- 3.56 / 4.00 GPA
BBA - Business Administration
Skills
Morningstar Advisor Workstation
NetX360
Wove Trading Platform
Microsoft Excel
Portfolio management
Interests
Fishing
Boating
Working Out
Timeline
Client Service Associate
AT Becker & Associates
08.2025 - 07.2026Read More
Cashier
Country Markets Grocery Store
04.2019 - 03.2020Read More
Yacht Club Launch
Morris Yacht Club
06.2018 - 08.2018Read More
Iona University
MBA from Financial Management
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Iona University
BBA from Business Administration
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