Michael Riolo
Boca Raton,FL
Summary
Highly motivated professional who recently graduated from FAU's College of Business with a BBA in Finance, seeking opportunity and experience in the financial industry. As someone who's passionate about making a difference in people's lives through a career in wealth management, I'm eager to contribute my skills to a collaborative team that shares similar interests and is committed to empowering families, fostering financial security, and shaping their financial futures.
Overview
5
5
years of professional experience
Work History
Associate Relationship Manager
Fratarcangeli Wealth Management
08.2024 - Current
- Assist Relationship Managers in managing and servicing portfolios of high-net-worth clients, including preparing and presenting various client performance reports
- Coordinate and participate in client meetings
- Monitor and organize client portfolios, ensuring all documentation is accurate and compliant
- Assist in the development and implementation of customized financial plans and investment strategies for clients
Entrepreneur
MVR Holdings Group LLC
03.2023 - Current
- Use various product research tools and methods and leverage suppliers in the retail sector to provide popular products quickly and conveniently to consumers at a competitive price.
- Digital content is promoted through the use of learned digital marketing techniques and various funnels online.
- E-commerce sales are currently facilitated through Shopify and Amazon FBA
Intern
Fratarcangeli Wealth Management
04.2024 - 08.2024
- Supported senior staff in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained firsthand industry knowledge and experience from senior staff by participating in various client meetings and applied acquired knowledge to everyday tasks.
- Sorted and organized files, spreadsheets, and reports. Gained hands-on experience in various software programs by running detailed reports for clients.
Intern
Raymond James
08.2022 - 08.2022
- Interned with The Americas Group wealth management team before going back to school. Sat in on various client meetings, took detailed notes, and gained firsthand industry knowledge from team members with unique roles.
Junior Digital Coordinator
Pinnacle Advertising And Marketing Group
01.2020 - 04.2021
- Helped execute digital marketing plans centered around search engine optimization (SEO), via websites and other digital platforms.
- Typed, edited, and published articles (via WordPress) centered around advertising campaigns and improving website interactions.
- Implemented web content, remarketing campaigns, key phrase packages, and new media advertising campaigns to increase SEO for clients.
Education
BBA - Finance
Florida Atlantic University
Boca Raton, FL08.2024
Skills
- Team Collaboration, Communication, Project Leadership & Presentation Skills
- Financial Modeling & Portfolio Analysis
- Market Research & Analytical Thinking
- Microsoft Office Specialist (Certified)
- Google Analytics (Certified)
- Search Engine Optimization (SEO), Search Engine Marketing (SEM), Generating Brand Awareness
- Technological Proficiency in CRM Software & Microsoft Office
- Website Creation & Editing
Additional Information
LinkedIn URL: linkedin.com/in/michaelvriolo
Timeline
Associate Relationship Manager
Fratarcangeli Wealth Management
08.2024 - Current
Intern
Fratarcangeli Wealth Management
04.2024 - 08.2024
Entrepreneur
MVR Holdings Group LLC
03.2023 - Current
Intern
Raymond James
08.2022 - 08.2022
Junior Digital Coordinator
Pinnacle Advertising And Marketing Group
01.2020 - 04.2021
BBA - Finance
Florida Atlantic University
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