Michael Albergo
Somerville
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Merrill Lynch
Bridgewater
06.2025 - Current
- Developed and maintained strong relationships with clients through effective communication.
- Prepared comprehensive financial plans tailored to individual client needs.
- Reviewed portfolio performance and recommended adjustments as needed.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Conducted regular market research to identify emerging investment opportunities.
- Analyzed client financial data to create personalized investment strategies.
Wealth Management Client Associate
Merrill Lynch Wealth Management, Aguirre-Jankowski Group
04.2024 - 06.2025
- Work closely with financial advisors and other team members to facilitate seamless client service.
- Say updated on financial products, market trends, and industry regulations to provide informed recommendations to clients.
- Assist advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Develop strong relationships with clients by understanding their individual needs and preferences, tailoring communications accordingly.
- Assist in preparing and delivering investment performance reports to clients, enhancing communication effectiveness.
- Collaborate with cross-functional teams to implement new technology solutions, driving operational efficiencies.
- Support client onboarding processes, ensuring compliance with regulatory requirements and firm policies.
Pricing Analyst
SEI Technology and Solutions, IMS Pricing Team
12.2023 - 04.2024
- Perform pricing functions for securities across portfolio positions; assist with security master setups and asset data.
- Responsible for maintenance; support with implementing new clients; research and process corporate actions and dividend income for IMS clients.
- Day-to-day functions including collecting and maintaining security pricing details in various formats from vendors as well as broker quotes.
- Conduct daily periodic pricing analysis to ensure accurate valuations of portfolio holdings for institutional client accounts.
- Utilized advanced Excel functions and pricing software to optimize data analysis processes.
Financial Planning/Wealth Management Intern
UFinancial Group
05.2021 - 12.2022
- Conducted market research to support investment strategies and client portfolio assessments.
- Assisted in preparing financial reports and presentations for client meetings and internal reviews.
- Participated in team meetings to discuss investment opportunities, contributing insights based on research findings.
- Monitored economic indicators and market conditions, adjusting client portfolios accordingly for optimal performance.
Education
B.S.B.A. - Personal Financial Planning
Kutztown University of Pennsylvania
Kutztown, PA01-2023
High School Diploma -
Saint Augustine Prep
Richland, NJ01-2019
Skills
- Ability to multitask and prioritize
- Effective communication
- Coachable
- Relationship management
- Attention to detail
- Strategic thinking
- Teamwork and collaboration
- Problem-solving
Certification
- Series 65
- Series 63
- Series 7
- Securities Industries Essentials Exam
- Pennsylvania Accident, Health, Life, and Fixed Annuities Authorized Producer
- FactSet Essentials: Portfolio Analysis
Timeline
Financial Advisor
Merrill Lynch
06.2025 - Current
Wealth Management Client Associate
Merrill Lynch Wealth Management, Aguirre-Jankowski Group
04.2024 - 06.2025
Pricing Analyst
SEI Technology and Solutions, IMS Pricing Team
12.2023 - 04.2024
Financial Planning/Wealth Management Intern
UFinancial Group
05.2021 - 12.2022
B.S.B.A. - Personal Financial Planning
Kutztown University of Pennsylvania
High School Diploma -
Saint Augustine Prep