Stephen Zupicich
New York,NY
Summary
I offer a solid foundation in analytical thinking and problem-solving, and am well-suited for adapting to new challenges. I bring the ability to think on my feet and apply data analysis techniques and tools to fuel business decisions. I am ready to use and develop these skills in a pressurized role.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Analyst
Morgan Stanley
06.2024 - Current
- Analyst on the Consulting Group, Advisory & Mutual Fund Sales Desk, in the Global Wealth Management Division.
- Execute in-depth analysis of market dynamics to uncover client-focused portfolio opportunities.
- Gain in-depth knowledge of Morgan Stanley platforms and integrated third-party solutions.
- Collaborate with portfolio managers to evaluate suitable mutual funds, ETFs, and SMAs for specific clients.
- Oversee client relations while assisting senior analysts with resources for attracting new clients.
Player
Premier Lacrosse League
05.2024 - Current
- Selected 22nd overall in the 3rd round by the Maryland Whipsnakes.
- Served as an integral player guiding Whipsnakes to a finals appearance.
Analyst Intern
Concentus Wealth Advisors
08.2023 - 12.2023
- Update client portfolios and assist in generating reports to track investment performance.
- Collaborate with senior directors to monitor industry developments, market shifts, and financial news to identify investment opportunities.
- Influenced product development decisions by providing detailed market analysis reports.
Research Analyst Intern
Strategas Research Partners
06.2022 - 07.2022
- Shadowed research analysts and sales directors learning about the different facets of macroeconomic and policy research.
- Constructed a variety of reports and essays regarding technical analysis, fixed Income and economic data,
- Built spreadsheets and used Salesforce to assist the sales team to manage and acquire new clients.
- Analyzed, interpreted, and converted statistics into charts and graph reports to present research findings at meetings.
Education
M.S. Candidate - Master of Finance
Villanova University
Villanova, PA05.2024
B.S Candidate - Finance Major
The Ohio State University, Fischer School of Business
Columbus, OH05.2023
Skills
- Bloomberg Terminal
- FactSet
- Salesforce
- Microsoft Office, Excel, Powerpoint
- Morningstar Work Station
Accomplishments
- 2024 Inside Lacrosse Comeback Player of the Year
- 2024 USILA 2nd Team All-American
- 2024 1st Team All-Big East
- 2021-2023 All-Academic Big 10
Certification
- SIE
- Series 7
- Series 66
Timeline
Analyst
Morgan Stanley
06.2024 - Current
Player
Premier Lacrosse League
05.2024 - Current
Analyst Intern
Concentus Wealth Advisors
08.2023 - 12.2023
Research Analyst Intern
Strategas Research Partners
06.2022 - 07.2022
M.S. Candidate - Master of Finance
Villanova University
B.S Candidate - Finance Major
The Ohio State University, Fischer School of Business
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