Joseph S. DelDuca
Staten Island
Summary
Experienced financial professional with a strong background in investment strategies, risk management, and client relationship-building. Demonstrated expertise in analyzing complex financial data and effectively communicating insights to clients. Proven ability to adapt to changing market conditions, ensuring optimal results for both clients and team collaboration. Adept in financial planning, portfolio management, and regulatory compliance, consistently delivering exceptional outcomes.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
01.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Sales Manager
Monumental Capital Funding LLC
11.2020 - 09.2021
- Serve as the intermediary between borrower and lender
- Facilitate the transactions of Hard Money real estate loans
- Collect loan packages, review bank statements, tax returns, and appraisals of properties
- Initiate contact between interested borrower and investors
- Propose term sheets to borrowers and explain to them exactly how much money we approved them for
Money Markets Intern
TP ICAP
06.2019 - 08.2019
- Rotated on Treasury, Commodities, Repo, High yield bonds, and Equities desk every two weeks
- Observed process and execution of trades
- Learned how to observe the markets and contact other brokers throughout the industry on Bloomberg
- Developed and utilized spreadsheets, databases, and other computer applications
- Developed a networking stream of different people throughout the company
Money Markets Intern
Hartfield, Titus & Donnelly, LLC
06.2018 - 07.2018
- Rotated on the Municipal, CMO, High yield bonds, and Operations Desks
- Assisted brokers in posting market runs for their customers to view
- Observed the process of trades between the bond broker and customer
- Assisted operations workers in making sure interest rates and prices of traded bonds were correct
- Filed monthly and yearly company income spreadsheets for the Accounting Department
- Went for a Bloomberg training session at the main headquarters in NYC
Education
MBA - Finance
Fairleigh Dickinson University
Madison, NJ05-2020
Skills
- Investment advice
- Relationship building
- Teamwork and collaboration
- Sales expertise
- Asset management
- Retirement planning
- Sales presentations
- Financial advising
Emerging Leader in Philanthropy Award
Being a consistent volunteer by setting up events and raising funds for the Emergency Children's Help Organization, this organization granted me this award at their Gala in 2023.
Languages
English
Timeline
Financial Advisor
Northwestern Mutual
01.2022 - Current
Sales Manager
Monumental Capital Funding LLC
11.2020 - 09.2021
Money Markets Intern
TP ICAP
06.2019 - 08.2019
Money Markets Intern
Hartfield, Titus & Donnelly, LLC
06.2018 - 07.2018
MBA - Finance
Fairleigh Dickinson University