Salvatore DeLuca Jr.

Managed allocation changes, advisory agreements, performance requests, cash flow consolidations, and tax harvesting through Vestmark platform.

Executed daily UMA, SMA, and third-party account tasks for Oppenheimer branches in New York, Miami, and Ft. Lauderdale.

Delivered exceptional service and communication to financial advisors and institutional investors.

Collaborated with internal operations departments and traders to resolve account inquiries efficiently.

Managed A/P, A/R, and GL spreadsheets in Excel for Controller review.

Processed daily invoices, checks, and bills through QuickBooks system.

Prepared weekly and monthly management reports along with bank and credit card reconciliations.

• Oversaw content creation and review for social media platforms and official website.
• Collaborated with Academy President to organize, plan, and manage school events and marketing campaigns.
• Coordinated with Administration Team to deliver Wi-Fi access, computers, tablets, smart TVs, and educational software proficiency.

• Facilitated data collection and mining for Company ESG Project using Microsoft Excel for academic publications regarding product differentiation.
• Designed and executed surveys for course requirements utilizing Qualtrics platform.
• Collaborated with professors to analyze student progress through organized data reports via Microsoft Excel and Canvas.