Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Additional Experiences
Certification
Languages
Affiliations
References
Timeline
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MASSIMILIANO MIRARCHI

West New York,NJ

Summary

Resourceful vice president with several years of results-oriented experience in comprehensive financial planning and clients relationships management. Culturally-sensitive and ethical professional with demonstrated success in developing and implementing personalized analyses and recommendations. Versatile leader recognized for driving results in collaborative, inclusive manner.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Vice President

GOLDMAN SACHS – Ayco Executive Wealth Management
Morristown, NJ
04.2019 - Current
  • Provided comprehensive personal financial planning, investment planning and tax services to corporate executives and other high-net-worth individuals to address personal financial complexities
  • Extensive contact and face-to-face interactions with clients, and their outside advisors, to obtain information and provide advice
  • Prepared and presented various reports for clients in the areas of cash flow planning, investment allocation, retirement, tax planning, education-funding, insurance and estate-planning analyses resulting in satisfied clients
  • Lead a team of analysts and associates with the goal of shaping their own path to success.

Analyst – Trading Support

UNICREDIT BANK- Money Market Department
New York, NY
05.2018 - 02.2019
  • Provided assistance in setting up procedures for customer on-boarding for Markets products resulting in satisfied customers
  • Assisted traders in building excel models with a focus on automatization through VBA to successfully establish data-gathering processes
  • Analyzed the effects of the new U.S. tax reform on existing corporate clients, generating strategic reports
  • Collaborated in trading and analysis projects to support senior management decisions on risk and exposures

Education

Master of Science - Global Finance

Fordham University, Gabelli School of Business
New York, NY
09-2018

Bachelor of Science - Business Administration, Finance Concentration

Whittier College
Whittier, CA
05-2017

Skills

  • Computer skills: MS Office Package (advanced)
  • BNA - Income Tax Planner
  • Bloomberg Terminal (intermediate)
  • Effective communication
  • Problem solving
  • Team leadership
  • Tax strategy
  • Investment analysis
  • Client reporting
  • Customer relationship management
  • Negotiation skills
  • Analytical thinking
  • Results-driven
  • Customer service
  • Financial planning

Languages

Italian (native tongue), English (bilingual proficiency), Spanish and French (basic)

Accomplishments

  • Top 15 Private Wealth advisor in the Mid Atlantic region
  • Best Business Administration graduate of the 2017 class (1st out of 257)
  • Water polo national team: captain of the U15 and U17 Italian National Team (2x gold at the Youth World Championship)- played three seasons in the Italian National League alongside several Olympians -
  • Water polo NCAA: Offensive Rookie of the Year - Division I All american and All-academic (2014-2017)

Additional Experiences

  • FORDHAM UNIVERSITY- Graduate Admissions Office, Graduate Assistant

Recruited students by developing alumni networks and by giving presentations at graduate fairs

Interviewed prospective students and evaluated applications to MS and MBA programs

Developed a profile of students attracted to the Gabelli School of Business by conducting research, designing questionnaires, analyzing questionnaire results, and conducting focus group

  • WHITTIER COLLEGE – Aquatics Athletic Department, Team Manager

Supported Head Coach in managing female water polo team of 30 members resulting in first championship in collegiate program

Entrusted to organize team travel schedule and collect financial resources via excellent verbal communication and persuasive skills to ensure smooth operation of travel season

Certification

  • Series 7, 3, 66, and SIE
  • Life and Health insurance licenses
  • Social Security Analysis licenses

Languages

English
Native/ Bilingual
Italian
Native/ Bilingual
Spanish
Elementary

Affiliations

  • Food traveler
  • Best NYC and Rome recommendations

References

References available upon request.

Timeline

Vice President

GOLDMAN SACHS – Ayco Executive Wealth Management
04.2019 - Current

Analyst – Trading Support

UNICREDIT BANK- Money Market Department
05.2018 - 02.2019

Master of Science - Global Finance

Fordham University, Gabelli School of Business

Bachelor of Science - Business Administration, Finance Concentration

Whittier College

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