Roberto Cacaci
Wayne,New Jersey
Summary
Finance student with FINRA SIE certification and experience as a GBFI Tech Consultant at William Paterson University, enhancing student engagement through effective training on Bloomberg and Excel. Proven skills in financial analysis and problem-solving, supported by teamwork and communication abilities honed as a student-athlete. Active retail trader, demonstrating a commitment to continuous learning and application of financial concepts.
Overview
4
4
years of professional experience
1
1
Certification
Work History
GBFI Tech Consultant
William Paterson University
Wayne, New Jersey
02.2025 - Current
- Assisted in conducting training workshops for students on financial lab tools, including Microsoft Excel and Bloomberg.
- Managed student accounts at the Cotsakos College of Business, providing administrative support, and ensuring access to these tools.
- Prepared materials and supplies for various educational activities and projects.
Retail Trader
Self Employed Web
Remote
07.2024 - Current
- Completed the $50K Trading Combine with the proprietary firm TopStep, analyzing and executing trades on Nasdaq (NQ) futures.
- Monitored financial news and reports for potential market impacts.
- Executed trades based on thorough research and strategic analysis.
- Analyzed market trends to identify profitable trading opportunities.
Purchasing Assistant
South Lake Tahoe, California
01.2022 - 01.2024
- Assisted with department financial duties including Purchasing record keeping & credit card reconciliation
- Collaborated in the creation of an employee training system for online purchase requisitions
Education
Associate Degree - Business Administration
Lake Tahoe Community College
South Lake Tahoe, California07.2024
Bachelor of Science - Finance
William Paterson University
Wayne, New Jersey05.2026
Skills
- Microsoft Excel
- Excel
- PowerPoint
- Word
- Bloomberg Terminal
- TradingView
- R software
- Financial analysis
- Problem-solving
- Microsoft Word
- Leadership
- Fluent in English, Italian
- Moderate level In Spanish
- Teamwork and collaboration
- Analytical and critical thinking
Accomplishments
- Founded the campus chapter and served as Vice President, overseeing member recruitment and program development.
- Organized weekly leadership development workshops focusing on communication, collaboration and emotional intelligence.
Affiliations
- NCAA Division III team member; played center midfielder and contributed to a 10‑game winning streak in the 2024 season (best performance since 2008).
- Demonstrated leadership, teamwork and time management while balancing athletics and academics.
Job Simulations
- Citi Markets Sales & Trading Job Simulation on Forage, 02/01/25, Completed a job simulation where I undertook hypothetical tasks as part of Citi's Markets Sales & Trading team. Recommended potential client trades and analyzed the associated risks.
- Fidelity International Investment Management Job Simulation on Forage, 02/01/25, Completed a simulation focused on optimizing a Fidelity International investment portfolio and evaluating potential stock and fixed income. Evaluated publicly listed stocks and fixed income opportunities through SWOT and relative valuation analysis and effectively communicated findings. Utilized quantitative techniques like Sharpe Ratio and Excel's Solver function for optimal asset allocation.
Certification
- SIE FINRA certification
- Bloomberg BFF/BMC
- Google Gemini AI and Productivity
- WSO financial modeling course
- Excel 365 Associate
- Akuna Capital Option 101 Course
- STA Diploma in Technical Analysis: Planned Enrollment 10/01/25
Languages
English
Full Professional
Italian
Native/ Bilingual
Spanish
Limited
Timeline
GBFI Tech Consultant
William Paterson University
02.2025 - Current
Retail Trader
Self Employed Web
07.2024 - Current
Purchasing Assistant
01.2022 - 01.2024
Associate Degree - Business Administration
Lake Tahoe Community College
Bachelor of Science - Finance
William Paterson University
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