Summary
Overview
Work History
Education
Skills
Timeline
Generic

Luke Collucci

Toms River,NJ

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

5
5
years of professional experience

Work History

Wealth Management Associate

IvyCrest Private Wealth &Partners
Edison, New Jersey
08.2024 - Current
  • Assisted clients in managing investment portfolios and financial plans.
  • Conducted market research to identify emerging investment opportunities for clients.
  • Facilitated communication between clients and financial advisors to enhance service delivery.
  • Prepared detailed reports on client accounts and investment performance analysis.
  • Assisted in the development of investor presentations outlining key strategies for potential investors.
  • Drafted marketing materials such as brochures, newsletters and web content highlighting the firm's services.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Expertly managed client portfolios to maximize returns and maintain risk tolerances.
  • Executed trades in client accounts utilizing online trading platforms.
  • Analyzed client's portfolio performance relative to benchmark indices.

Accountant Clerk

Marlboro Township
Marlboro, NJ
11.2022 - 04.2024
  • Processed invoices and maintained accurate financial records for local government operations.
  • Reconciled bank statements with internal financial records for accuracy.
  • Collaborated with team members to streamline accounting procedures and improve workflows.
  • Researched discrepancies between vendor invoices and purchase orders.
  • Ensured accuracy of financial information through regular reviews of account details.
  • Compiled data from multiple sources into meaningful reports for senior management review.
  • Coded invoices to maintain organized and accurate records.
  • Handled daily cash transactions and maintained petty cash fund.
  • Received and recorded cash, checks and transfers.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Matched orders with invoices and recorded required information.
  • Handled accounts payable and receivable, including invoicing and payment processing.

Inventory Manager

Logic Logistics
Dayton, NJ
03.2022 - 10.2022
  • Managed relationships with suppliers and vendors to ensure on-time deliveries and quality control.
  • Worked to establish strong partnerships to support inventory needs.
  • Generated reports on inventory turnover, carrying costs, and stock outs.
  • Developed and implemented inventory management strategies to meet demand while minimizing excess stock.
  • Conducted demand forecasting and analysis to determine optimal stock levels.
  • Established and maintained accurate inventory records in the inventory management system.
  • Conducted regular physical counts and audits to verify stock accuracy.
  • Collaborated with procurement teams to ensure timely and cost-effective replenishment.
  • Provided insights and recommendations to senior management for decision-making.
  • Supervised and trained inventory associates and staff.

Inventory Associate

Brandywine Jersey Inc
Woodbridge, NJ
03.2021 - 02.2022
  • Managed inventory levels to ensure product availability and accuracy.
  • Conducted regular stock audits to maintain accurate inventory records.
  • Operated warehouse management systems to track incoming and outgoing shipments.
  • Coordinated with suppliers for timely delivery of stock and materials.
  • Assisted in organizing warehouse layout for optimal space utilization.
  • Tracked inventory and conducted cycle counts to maintain accurate records.
  • Prepared inventory for shipment by attaching tags and labels.
  • Created and maintained accurate inventory records, including item numbers, descriptions, locations, quantities and reorder levels.
  • Tracked inventory usage, documented discrepancies and maintained overall count.
  • Prepared work orders, bills of lading or shipping orders to route materials.
  • Weighed mail to determine correct postage.
  • Determined shipping methods, routes or rates for materials to be shipped.

Education

Associate's Degree - Arts & Sciences

Florida Gulf Coast University
Fort Myers, FL
06-2018

Skills

  • Portfolio management
  • Investment analysis
  • Financial reporting
  • Market research
  • Equity research

Timeline

Wealth Management Associate

IvyCrest Private Wealth &Partners
08.2024 - Current

Accountant Clerk

Marlboro Township
11.2022 - 04.2024

Inventory Manager

Logic Logistics
03.2022 - 10.2022

Inventory Associate

Brandywine Jersey Inc
03.2021 - 02.2022

Associate's Degree - Arts & Sciences

Florida Gulf Coast University

Similar Profiles

CREATE PROFILE
Luke Collucci
Want your own profile? Create for free at Resume-Now.com