Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Interests
Timeline
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Gianni Cassano

Dedham,MA

Summary

Louisiana State University Finance graduate and strategic, entrepreneurial problem-solver with 5+ years of experience in banking, lending, and investment analysis. Adept at turning complex data into actionable insights through financial modeling, valuation, and options trading. Proven success in both institutional and self-directed settings. Excited to bring sharp analytical abilities, market insight, and strategic thinking to a role in finance.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Banking Specialist

Dedham Savings Bank
11.2019 - Current
  • Handled customer transactions, opened new accounts, and balanced daily cash operations
  • Advised clients on financial products, contributing to growth in cross-selling and satisfaction metrics

Equity, ETF & Options Trader

Self-Directed Investments
01.2020 - Current
  • Manage personal portfolio focused on long-term equity growth and strategic options trades
  • Leverage technical analysis and Excel-based back testing
  • Enhanced trading strategies with thorough research on financial instruments, industries, and market conditions.

Finance Intern

Northern Lights Development
06.2023 - 08.2023
  • Developed investment models for real estate projects
  • Conducted market comps and ROI analysis, co-created investor pitch decks
  • Supported acquisition strategies through financial due diligence

Commercial Lending Intern

Dedham Savings Bank
06.2024 - 08.2024
  • Evaluated borrower financials and assisted with underwriting commercial loan packages
  • Built Excel models for interest rate sensitivity, loan repayment structures, and collateral coverage
  • Supported portfolio decision-making through market trend analysis

Founder & Finance Lead

ThermoGuard (Startup Capstone)
08.2024 - 01.2025
  • Led financial strategy for heat-dissipating phone case startup; conducted breakeven & pricing analysis
  • Oversaw financial management activities such as budgeting, forecasting, and cash flow monitoring for improved financial stability.

Education

Bachelor of Science - Finance

Louisiana State University
Baton Rouge, LA
05.2025

Skills

  • Excel

  • PowerPoint

  • Bloomberg

  • CRM Tools

  • Financial Modeling

  • DCF & Valuation

  • Market Analysis

  • Options Strategies

  • Trading psychology

  • Asset allocation

  • Portfolio management

  • Fundamental analysis

  • Technical analysis

  • Economic indicators

  • Diversification strategies

Accomplishments

    ThermoGuard Capstone

  • Developed and delivered a successful investor pitch with the ThermoGuard team, earning a Top 3 finalist placement in the school Venture Challenge.

    • Independent long-term Investing Portfolio

  • Outpaced S&P 500 returns from 2022 to present through active management of a self-directed investment portfolio, leveraging market research and disciplined trading strategies.

    • Banking Specialist

  • Consistently received customer service recognition and positive feedback every year since 2020

Certification

  • Bloomberg Market Concepts (BMC)
  • SIE (Training)
  • CAIA ( In Progress)
  • IBM Introduction to Artificial Intelligence (In Progress)

Languages

Italian
Professional Working

Interests

  • Committed to a healthy and active lifestyle through weight training, boxing, and fitness
  • Passionate about stocks, trading, and long-term investing
  • Enjoys team/ competitive environments

Timeline

Founder & Finance Lead

ThermoGuard (Startup Capstone)
08.2024 - 01.2025

Commercial Lending Intern

Dedham Savings Bank
06.2024 - 08.2024

Finance Intern

Northern Lights Development
06.2023 - 08.2023

Equity, ETF & Options Trader

Self-Directed Investments
01.2020 - Current

Banking Specialist

Dedham Savings Bank
11.2019 - Current

Bachelor of Science - Finance

Louisiana State University

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