Licinio Fontana
Manhattan
Summary
Finance professional with expertise in private capital management, financial analysis, and investment strategy. Skilled in client onboarding, performance reporting, and financial modeling for private equity, alternative investments, and asset management. Proficient in valuing complex assets, developing strategic financial solutions, and leveraging CRM tools to enhance client relationships. Strong analytical mindset and adaptability in fast-paced environments, with a client-focused approach. Eager to apply expertise in financial planning, investment analysis, and capital markets to drive value across diverse financial sectors.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Wealth Management Advisor
Highland Financial Group (Equitable)
02.2025 - Current
- Implemented tax-efficient strategies for clients'' investment portfolios, maximizing after-tax returns without compromising overall performance
- Managed client portfolios of stocks, bonds, bank accounts and property documents.
- Educated clients on estate planning strategies to preserve wealth for future generations while minimizing tax liabilities.
- Identified clients' financial conditions and needs through financial planning analysis.
- Currently acquiring FINRA licensing: SIE, Series 66, Series 6, & Series 7.
Independent Life Insurance Broker
Karma Financial
12.2024 - 02.2025
- Provided insurance solutions to clients, achieving consistent sales growth and improving client retention
- Leveraged CRM tools to optimize lead management and engagement
Financial Consultant
Magnum Opus
08.2023 - 01.2025
- Onboarded and supported investors, ensuring smooth account setup and client satisfaction
- Conducted financial modeling for commodity investments, including a $30M acquisition deal that led into an increased yield of 20%
- Prepared investor performance reports and collaborated with internal teams to align investment strategies
Finance Analyst (Internship)
Hofstra University Zarb Student Store
03.2024 - 07.2024
- Improved financial reporting accuracy by 25% through variance analysis and optimized inventory systems
- Assisted in preparing fund reports and investor communications
Education
BBA - Finance
Hofstra University
Hempstead, NY05.2024
Skills
- Client onboarding
- Performance reporting
- Financial modeling
- Commodities valuation
- Microsoft Excel (Advanced)
- PowerPoint
- Portfolio management
- CRM systems
- Financial analysis
- Investor relations
- Cross-functional coordination
- Compliance alignment
- Financial & Insurance planning
Certification
- Bloomberg Market Concepts (BMC), 12/01/22, p5Aqsz6qHyG5avG4ZPGb5suJ
- Life Insurance Broker Certification, 12/01/25, 02/28/26
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
American Sign Language
Professional Working
Spanish
Limited Working
Timeline
Wealth Management Advisor
Highland Financial Group (Equitable)
02.2025 - Current
Independent Life Insurance Broker
Karma Financial
12.2024 - 02.2025
Finance Analyst (Internship)
Hofstra University Zarb Student Store
03.2024 - 07.2024
Financial Consultant
Magnum Opus
08.2023 - 01.2025
BBA - Finance
Hofstra University
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