Michael Fiore
Westwood,NJ
Summary
Results-driven financial analyst with a foundation in forecasting, financial modeling, and investment analysis. Also a good communicator who excels at solving problems and providing data backed recommendations.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Electric Apprentice
Forest Hill Electric
05.2019 - Current
- Facilitated electrical system installations by interpreting blueprints and ensuring compliance with safety and regulatory standards.
- Utilized structured problem-solving to identify and resolve system issues, enhancing operational reliability under supervision.
- Coordinated with teams in high-pressure environments, ensuring accuracy and compliance with project requirements.
Commercial Loan Officer
Miyom Commercial Capital
09.2024 - 11.2025
- Negotiated interest rates and terms that satisfied both clients and lenders.
- Coordinated meetings between clients and lenders to facilitate financing discussions.
- Engaged clients to inform them about company services, strengthening client relationships.
Financial Advisor
Creative Financial
03.2023 - 09.2024
- Developed financial plans encompassing retirement, investment, tax, and risk management strategies.
- Analyzed client portfolios and provided investment recommendations.
- Monitored client portfolios and conducted performance reviews, adjusting strategies to meet evolving client needs.
- Built and maintained long-term client relationships.
- Assessed and recommended insurance and risk management solutions, safeguarding client assets and reducing financial exposure.
- Educated clients on financial strategies and market conditions, enhancing their understanding and decision-making.
- Collaborated with internal teams to ensure regulatory compliance and adherence to state/federal fiduciary standards.
Education
Bachelor’s Degree - Finance
The College of New Jersey
05-2025
High School Diploma -
Dwight Englewood School
New Jersey06-2019
Skills
- Research and data analysis
- Market analysis
- Portfolio management
- Budgetary planning
- Client relationship management
- Sales Team Leadership
- Adobe software
- Effective communication
- Financial modeling
References
- Michael Morelli, Creative Financial, (201) 609-2198
- Peter Marolakos, Forest Hill Electric, (973) 342-2261
- Frankie DiVivo, Creative Financial (Client), (201) 835-0125
Certification
Life Insurance
Timeline
Commercial Loan Officer
Miyom Commercial Capital
09.2024 - 11.2025
Financial Advisor
Creative Financial
03.2023 - 09.2024
Electric Apprentice
Forest Hill Electric
05.2019 - Current
Bachelor’s Degree - Finance
The College of New Jersey
High School Diploma -
Dwight Englewood School