Jack Montalto
North Caldwell,USA
Summary
Dynamic and results-oriented finance graduate with strong analytical, quantitative, and client-facing skills. Experienced in problem-solving under pressure, supporting strategic financial initiatives, and collaborating with cross-functional teams. Passionate about financial markets and eager to contribute to a fast-paced sales and trading environment through strong communication, data-driven analysis, and relationship-building.
Overview
2
2
years of professional experience
Work History
Claim Representative Trainee
Intact Insurance Specialty Solution
New York, NY
06.2025 - Current
- Handle surety contract and construction claims to ensure complete satisfaction of bonds
- Engaged with underwriting and legal teams to assess risk and develop resolution strategies
- Perform onsite location analysis of construction sites under contract
Client Services Intern
Today's Business
05.2024 - 08.2024
- Participated in the company's internal and external strategic calls.
- Evaluated clients growth by analyzing marketing strategies and providing input
- Assisted in the creation of multiple marketing analysis presentations
Accounting Intern
Meisel, Tuteur, and Lewis
Roseland, NJ
05.2023 - 08.2023
- Collaborated with finance team to audit internal records and maintain current documentation
- Sorted and organized files, spreadsheets, and reports
- Took a lead role and was instrumental in the company's relocation efforts
Education
Bachelor of Science - Finance
Ohio State University - Fisher College of Business
Columbus, OH01.2025
Skills
- Financial analysis
- Risk assessment
- Data presentation
- Client relations
- Strategic planning
- Document organization
Leadership And Involvement
- Undergraduate Finance Association, Participated in weekly discussions on equity markets, fixed income, and derivatives, Engaged with guest speakers from leading investment bank and asset managers, 08/2023, 05/2025
- Delta Kappa Epsilon, Instrumental in the creation of the Fraternity Judicial Board, Former member of the honor board, 01/2023, 05/2025
Timeline
Claim Representative Trainee
Intact Insurance Specialty Solution
06.2025 - Current
Client Services Intern
Today's Business
05.2024 - 08.2024
Accounting Intern
Meisel, Tuteur, and Lewis
05.2023 - 08.2023
Bachelor of Science - Finance
Ohio State University - Fisher College of Business
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