Jacob Gavatorta
Rip Group
Trafford,PA
1
Certification
2
years of professional experience
Detail-oriented professional with expertise in cash flow management and financial forecasting. Proficient in Microsoft Excel, contributing to accurate client portfolio analysis and enhanced decision-making.
Work History
Financial Advisor Intern
3 Months- Assisted in preparing financial plans and investment strategies for clients.
- Analyzed client portfolios to recommend adjustments based on market trends.
- Conducted market research to identify potential investment opportunities.
- Supported senior advisors in client meetings and presentations.
- Maintained accurate records of client interactions and transactions using CRM software.
- Improved client satisfaction by addressing inquiries and providing timely follow-up support.
Financial Advisor Intern
3 Months- Increased referrals from satisfied clients by consistently delivering exceptional service and support.
- Collaborated with team members to streamline administrative processes for client onboarding.
- Participated in ongoing professional development activities to stay current on industry trends and best practices in financial advising.
- Developed knowledge of financial products and regulatory compliance standards.
Security Officer
11 Months- Monitored premises to ensure safety and security of property and personnel.
- Conducted regular patrols to identify and mitigate potential security risks.
- Responded promptly to incidents and emergencies, providing first aid.
- Documented daily activities and incidents in detailed reports for management review.
- Collaborated with law enforcement during investigations, maintaining effective communication channels.
- Assisted in training new security staff on protocols and emergency procedures.
Education
Bachelor of Science - Finance
Skills
Incident response
Emergency preparedness
Risk assessment
Surveillance techniques
Attention to detail
Team collaboration
Verbal and written communication
Microsoft Excel
Cash flow management
Incident response
Certification
SIE Exam pass
Sitting for CFA Level 1 in February
Timeline
Security Officer
Rip Group
09.2025 - CurrentRead More
Financial Advisor Intern
Gaskey & Associates
06.2025 - 09.2025Read More
Financial Advisor Intern
Northwestern Mutual Life Insurance
05.2024 - 08.2024Read More
Saint Vincent College
Bachelor of Science from Finance
Read More