Levi Fallavollita
Dallas,TX
Summary
Results-driven Financial Professional known for high productivity and efficient task completion. Possess specialized skills in market analysis, investment strategy formulation, and client portfolio management. Excel in communication, critical thinking, and adaptability, leveraging these soft skills to navigate complex financial landscapes and achieve client objectives.
Overview
6
6
years of professional experience
Work History
Stockbroker
Charles Schwab
Westlake, TX
01.2023 - 02.2025
- Maintained up-to-date knowledge of market conditions, economic indicators, and financial news to guide investment decisions.
- Collaborated with financial advisors, analysts, and internal teams to enhance client investment experiences.
- Developed strategies for trading securities that would maximize returns, while minimizing risks.
- Educated clients about investing strategies.
Financial Analyst
Lockheed Martin
Grand Prairie, TX
06.2021 - 04.2022
- Conducted financial planning, budgeting, and forecasting to support defense and aerospace projects.
- Analyzed financial statements, program costs, and revenue trends to provide data-driven insights to senior leadership.
- Supported Earned Value Management (EVM) processes to track project financial health, and ensure cost-effectiveness.
- Utilized financial software and ERP systems to track, analyze, and report financial data.
Cashier and Business Center Associate
HEB
Waxahachie, TX
12.2019 - 12.2020
- Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
Lifeguard and Wellness Associate
YMCA
Trinity, FL
05.2019 - 12.2019
- Prepared detailed incident reports following accidents or other incidents.
- Adhered strictly to emergency action plans.
- Watched over swimmers to respond quickly to distress situations.
Education
Bachelor of Business Administration - Finance
The University of Texas at Arlington
12.2022
Bachelor of Business Administration - Economics
The University of Texas at Arlington
12.2022
Skills
- FINRA Series 7
- FINRA Series 66
- Excel data modeling
- Quickbooks
- SAP
- Risk assessment and management
- Technical analysis
- Market research
- Client relationship-building
- Financial analysis
- Fundamental analysis
- Investment strategies
- Portfolio management
- Trading platforms
- Financial forecasting
- Effective collaboration
Accomplishments
- Phi Theta Kappa - 2019
- Psy Beta Kappa - 2019
- Youth Service America, Every Day Young Hero - 2018
- Eagle Scout with Bronze Eagle Palms - 2017
- Anti-bullying Guest Speaker - Congress, news, hometowns
- Published author of three books
References
References available upon request.
Timeline
Stockbroker
Charles Schwab
01.2023 - 02.2025
Financial Analyst
Lockheed Martin
06.2021 - 04.2022
Cashier and Business Center Associate
HEB
12.2019 - 12.2020
Lifeguard and Wellness Associate
YMCA
05.2019 - 12.2019
Bachelor of Business Administration - Finance
The University of Texas at Arlington
Bachelor of Business Administration - Economics
The University of Texas at Arlington
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