John Luke Bongiorno
BRANCHBURG
Summary
Dynamic Financial Solutions Advisor at Bank of America Merrill Lynch, recognized for exceeding performance metrics and enhancing client satisfaction through tailored financial planning and retirement strategies. Proficient in equity valuation and Microsoft Excel, I leverage critical thinking to develop customized solutions that drive revenue growth and ensure compliance with industry regulations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Bank of America Merrill Lynch
Hopewell, NJ
06.2024 - Current
- Managed sensitive client data securely while maintaining strict confidentiality standards at all times.
- Consistently met or exceeded performance metrics, earning recognition from management for outstanding achievements in client satisfaction and revenue generation.
- Enhanced client satisfaction by providing tailored financial solutions and personalized investment advice.
- Developed customized financial plans that addressed specific needs such as college savings, tax minimization strategies, or estate planning considerations.
- Ensured compliance with industry regulations by diligently adhering to established policies and procedures in all aspects of work operations.
- Streamlined financial planning processes for improved efficiency and optimal client outcomes.
- Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
Summer Intern
Bay Crest Partners
New York, NY
06.2022 - 08.2022
- Shadowed multiple brokers and traders through the process of trade execution for derivatives, equities & fixed income.
- Maintained a strong work ethic and positive attitude throughout the summer internship program.
- Participated in weekly meetings with mentors and colleagues, sharing insights from various learning experiences throughout the internship program.
- Excelled through weekly training workshops & presentations regarding the different aspects of the firm including derivatives trading, equity financing, and data analytics.
Food Waiter
Buffalo Wild Wings
Bridgewater, NJ
04.2021 - 08.2021
- Enhanced customer satisfaction by providing timely and efficient food service with a friendly attitude.
- Collaborated with kitchen staff to ensure accurate order preparation and timely delivery of dishes.
- Maintained an organized workspace throughout shifts by consistently restocking supplies such as utensils, napkins, and condiments.
- Maintained impeccable restaurant cleanliness, ensuring a comfortable and inviting dining atmosphere for guests.
Education
Bachelor of Science - Finance
University of Scranton
Scranton, PA05-2024
Skills
- Equity valuation
- Fundamental analysis
- Problem-solving
- Critical thinking
- Retirement planning
- Microsoft Excel
- Asset allocation
- Financial planning
Certification
- Licensed SIE Exam - July 2024
- Licensed Series 7 Exam - August 2024
- Licensed Series 66 Exam - September 2024
Languages
Spanish
Limited Working
Italian
Limited Working
Leadership Roles
Immaculata High School Soccer Team Captain:
- Act as team interface to coaches on any matters that arose within the team
- Third Team all Skyland Conference (2019)
- First Team all Mountain Division (2019)
- NJ.com players to watch (2020)
Immaculata High School Senior Retreat Team Lead
- Participated and moderated outdoor activities within the group
- Organized a day of fun activities for the entire senior class at YMCA Camp Bernie in Washington, NJ
Timeline
Financial Solutions Advisor
Bank of America Merrill Lynch
06.2024 - Current
Summer Intern
Bay Crest Partners
06.2022 - 08.2022
Food Waiter
Buffalo Wild Wings
04.2021 - 08.2021
Bachelor of Science - Finance
University of Scranton