Michael Salvatore Albergo
Phoenixville,PA
Summary
As financial professional, equipped with strong background in financial analysis and strategic planning. Adept at relationship management and optimizing seamless client service. Known for fostering team collaboration and driving results, while adapting to dynamic business needs.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Management Client Associate
Merrill Lynch Wealth Management, Aguirre-Jankowski Group
04.2024 - Current
- 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 the 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, PAHigh School Diploma -
Saint Augustine Prep
Richland, NJSkills
- Ability to multitask and prioritize
- Reliability
- Effective communication
- Relationship building
- Coachable
- Relationship management
- Attention to detail
- Strategic thinking
- Teamwork and collaboration
- Problem-solving
Accomplishments
- 126lbs Wrestling VA State Champion
- NCAA Collegiate Athlete(Wrestling)
Certification
- Series 63 (NASAA)
- Series 7 (General Securities Representative) (FINRA)
- Securities Industries Essentials Exam (FINRA)
- Pennsylvania Accident, Health, Life, and Fixed Annuities Authorized Producer
- FactSet Essentials: Portfolio Analysis
Timeline
Wealth Management Client Associate
Merrill Lynch Wealth Management, Aguirre-Jankowski Group
04.2024 - Current
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
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