Philip Franco
Freehold,NJ
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Finance Intern
ABMM Financial
12.2022 - Current
- Observed and assisted in day-to-day operations of brokerage.
- Consistently demonstrated meticulous attention to detail in reviewing financial documents and ensuring accuracy in reporting and adhering to regulatory standards.
- Assisted in management of Business Blotters and Check Blotters for 35+ Financial Advisors before audits.
- Updated and maintained Client Relationship System (CRS) for 35+ Financial Advisors.
- Ensuring accurate record-keeping, timely reporting and fostering organizational efficiency and compliance.
Valet Manager
Virtuoso Valet
06.2020 - Current
- Collaborating and working daily with approximately 100+ customers.
- Efficiently and effectively communicating with patrons to promote respect and improve customer satisfaction.
- Visibly increased customer retention at well known establishments since promotion from attendant to manager. (Buona Sera and Catch 19)
- Management duties: training new employees, money collection and handling conflict resolution situations.
Education
Bachelor of Science - Finance
The University of Tampa
Tampa, FL12.2023
High School Diploma -
Freehold Borough High School
Freehold, NJ06.2020
Skills
- Customer Interaction
- Conflict Resolution
- Business Analytics
- Financial Management
- Financial Document Review
- Process Improvement
- Bloomberg
- Morningstar
- Proficient in Microsoft Office Products
Certification
Bloomberg Certified
Volunteering
- ICANBIKE Foundation: Teach special needs kids to ride a bike within a week's time.
- Best Day Foundation: Help special needs kids have a fun but yet challenging adventure at the beach. Aiding in helping my "buddy" to surf and play beach games.
Timeline
Finance Intern
ABMM Financial
12.2022 - Current
Valet Manager
Virtuoso Valet
06.2020 - Current
Bachelor of Science - Finance
The University of Tampa
High School Diploma -
Freehold Borough High School
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