Rocco Tripodi
MOUNTKISCO
Summary
Highly competent Private Client Investment Associate with comprehensive knowledge in wealth management, portfolio analysis, and financial planning. Possess strong interpersonal skills to build and maintain client relationships while offering tailored investment strategies that align with their financial goals. Previous roles have led to optimized portfolio performance, improved client satisfaction, and significant business growth. Skilled in utilizing industry-specific software tools for efficient workflow and strategic decision-making.
Overview
24
24
years of professional experience
4
4
years of post-secondary education
Work History
Private Client Investment Associate
Citizens Bank
Tarrytown
06.2018 - Current
- Developed personalized investment strategies for high-net-worth clients.
- Analyzed market trends to inform investment recommendations and client decisions.
- Collaborated with financial advisors to enhance client engagement and service delivery.
- Streamlined communication processes between clients and investment teams for efficiency.
- Reviewed incoming data for accuracy and completeness before processing.
- Assisted in training new staff on preparation procedures and best practices.
- Communicated effectively with clients to clarify requirements and gather necessary information.
Mortgage Analyst
Emigrant Savings Bank
Elmsford
10.2002 - 06.2018
- Analyzed mortgage applications to assess borrower eligibility and risk factors.
- Reviewed financial documents for accuracy and completeness in loan processing.
- Collaborated with loan officers to streamline mortgage approval processes.
Education
Bachelor of Science - Business
Pace University
Pleasantville, NY 09.1992 - 05.1996
Skills
- Client management
- Data integrity
- Team collaboration
- Relationship building
- Time management
- Client onboarding
- Verbal and written communication
- Customer Service-oriented
Timeline
Private Client Investment Associate
Citizens Bank
06.2018 - Current
Mortgage Analyst
Emigrant Savings Bank
10.2002 - 06.2018
Bachelor of Science - Business
Pace University
09.1992 - 05.1996