Joseph Nicosia
Albany,NY
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
05.2025 - Current
- Delivered comprehensive financial plans, integrating insurance, investment, and retirement strategies tailored to individual client objectives.
- Independently led client meetings, presenting and explaining 50+ page financial plans and projections to potential clients.
- Partnered with senior advisors on complex planning cases to optimize client portfolios and ensure alignment with long-term goals.
Financial Representative Intern
Northwestern Mutual
05.2024 - 05.2025
- Gained hands-on exposure to defensive wealth management strategies centered around life insurance solutions and the role it can play in mitigating market risk.
- Listened in on client-advisor meetings to better understand effective financial planning communication and relationship management.
Community Innovation Lab Intern
SUNY Cortland
01.2024 - 05.2024
- Worked in a team of four to speak to different small business owners in Cortland, New York to determine what economic indicators they use to project future business flows.
- We used these indicators to create a dashboard that is now broadcasted on SUNY Cortland’s website.
Financial Analyst Intern
Time Capital Securities Corporations
05.2023 - 08.2023
- Conducted stock analysis and assessed the firms market positions.
- Assisted in the development of reports that outlined financial trends.
- Analyzed financial data for budget preparation and forecasting.
Bookkeeper
Greene County Contracting
06.2021 - 06.2024
- Assisted in developing estimates for residential construction jobs and tracked finances.
Education
Master of Arts - Levy Economics Institute
Bard College
Annandale-On-Hudson05-2025
Bachelor of Science - Economics
SUNY, Cortland
Cortland, NY05-2024
Skills
- Leadership and communication skills
- Strong client facing skills
- Technical and business writing skills
- Proficient in CRM
- Microsoft Office Suite Experience
- Moderate Coding Ability
Certification
- NYS Life & Health
- SIE scheduled
Timeline
Financial Representative
Northwestern Mutual
05.2025 - Current
Financial Representative Intern
Northwestern Mutual
05.2024 - 05.2025
Community Innovation Lab Intern
SUNY Cortland
01.2024 - 05.2024
Financial Analyst Intern
Time Capital Securities Corporations
05.2023 - 08.2023
Bookkeeper
Greene County Contracting
06.2021 - 06.2024
Master of Arts - Levy Economics Institute
Bard College
Bachelor of Science - Economics
SUNY, Cortland