Summary
Overview
Work History
Education
Skills
Honors, Leadership and accomplishments
Interests
References
Timeline
Generic

Kevin Kocovic

White Plains,NY

Summary

Dedicated finance professional with a Master of Science in Finance and a proven track record in wealth management, team leadership, and collaborative projects. Seeking an opportunity in the finance sector that offers significant growth potential. Equipped with a strong academic background and exceptional skills in financial analysis, reporting, and decision-making.

Overview

2
2
years of professional experience

Work History

Financial Planner and Advisor

QUANTUMVIEW AMERIPRISE FINANCIAL Inc
07.2022 - 03.2023
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Collaborated with certified Financial Advisors to supervise three corporate 401(k) plans and over $150 million in client investment accounts, IRAs, trust funds.
  • Conducted in-depth research on client investments across stocks, private equities, ETFs, and mutual funds, followed by a comprehensive presentation to the team.
  • Constructed comprehensive financial plans covering budgeting and saving for retirement, managing cash reserves for large future purchases, estate/tax planning using Monte Carlo simulations through MoneyguidePro and Naviplan software.
  • Participate in monthly investment committee meetings with fund managers to analyze foreign and domestic capital markets

A/V Multimedia and Event Assistant

Fordham University
07.2021 - 05.2022
  • Planned and Supervised logistics, deployment and support for all school events, including Orientations events for 2200+ incoming students.
  • Led and executed technical setups, resolving major troubleshooting issues for presentations, classroom events, and conferences across all departments.
  • Mentored and trained new hires on processes, procedures, setups and troubleshooting implementation and exercises.
  • Created a new workflow for classroom presentations, which made technical rollouts quicker and more efficient. It has become a standard process for the teams.

Consultant

Fordham University
09.2022 - 12.2022
  • Company Overview: Gabelli School of Business Consulting Team
  • Analyzed PVH Corporation company filings and releases (10Ks, annual reports, financial statements), supply chain operations, marketing strategy (i.e
  • Target audience, advertising), and management team (C-Suite)
  • Identified problems within PVH, namely marketing strategies, consumer target audience, and online sales presence, providing solutions to improve strategy and overall sales performance
  • Collaborated on 6-member team, presented findings to committee in a class wide competitive format, achieving semifinalist
  • Gabelli School of Business Consulting Team

Education

Masters of Science - Finance, Alternate Investment, Economics

Gabelli School of Business (Fordham University)

Skills

  • Python financial coding
  • Tableau database creation
  • NaviPlan
  • MoneyGuidePro
  • PowerPoint design and creation
  • MS Word and Excel
  • Highly detailed-oriented analysis
  • Researching skills
  • Statistical analysis
  • Presentation skills

Honors, Leadership and accomplishments

  • Investment Banking Society presentations
  • Debate Club co-founder, leader and moderator
  • National Honors Society, elected President
  • Awarded academic scholarships throughout my education, including Masters program.

Interests

  • Tennis
  • Sports statistical analysis
  • Music
  • History

References

Available upon request

Timeline

Consultant

Fordham University
09.2022 - 12.2022

Financial Planner and Advisor

QUANTUMVIEW AMERIPRISE FINANCIAL Inc
07.2022 - 03.2023

A/V Multimedia and Event Assistant

Fordham University
07.2021 - 05.2022

Masters of Science - Finance, Alternate Investment, Economics

Gabelli School of Business (Fordham University)

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