Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Robert DiNota

Thornwood,NY

Summary

Competitive entry-level financial professional looking for new challenge. Adept at managing client relationships and analyzing financial information. Willing to work hard, learn quickly and take on any challenge to advance.

Overview

1
1
year of professional experience

Work History

Paraplanner

Ameriprise Financial (Feighan & Associates)
01.2023 - Current
  • Completed research into complex financial topics.
  • Modeled financial data for staff and customer use.
  • Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
  • Put together detailed financial and investment plans for customers.
  • Networked with local community and businesses to promote financial services.
  • Prepared for meetings by gathering materials, reports and presentations.
  • Stayed up to date on latest performance indicators for stock market and mutual funds.
  • Operated computers programmed with accounting software to record, store and analyze information.
  • Examined financial statements and records to collect important details and verify calculations.

Education

Bachelor of Science - Finance

Sacred Heart University
Fairfield, CT
08.2022

Skills

  • Stock Market Trades
  • Client Meetings
  • Asset Allocation
  • Portfolio Management
  • Money Transfers
  • Excel Certified

Accomplishments

  • Played Division 1 Football and Lacrosse.
  • Named team captain of the football team.
  • Started as a walk on and finished as All-Conference in football.

Timeline

Paraplanner

Ameriprise Financial (Feighan & Associates)
01.2023 - Current

Bachelor of Science - Finance

Sacred Heart University

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Robert DiNota