Thomas Giraldi
Niantic,United States
Summary
A finance student with a 3.94 GPA and a passion for investment banking, having developed keen analytical skills since joining an investment group in 2022. Experienced in company analysis and asset management across various settings, currently enhancing wealth management expertise through an internship at The New England Wealth Management Group at Morgan Stanley. Academic excellence and practical experience reflect dedication to the finance industry.
Overview
1
1
year of professional experience
Work History
Intern Analyst
New England Wealth Management - Morgan Stanley
09.2023 - Current
- Contributed to the development of over 50 personalized financial plans, analyzing clients' financial situations and goals to provide tailored advice on wealth accumulation and management.
- Assisted in creating education funding plans, analyzing various saving and investment options to help clients effectively plan for future education expenses.
- Engaged in asset allocation strategies and cash management solutions on a daily basis, optimizing clients' portfolios for liquidity and long-term growth, and advising on cash flow optimization.
Financial Advisory Intern
McCabe Wealth Management
05.2023 - 09.2023
- Assessed client portfolios to identify risk exposure and investment opportunities.
- Conducted over 40 hours per week of thorough market research to stay abreast of economic trends and utilized this data to formulate and recommend effective investment strategies to senior wealth managers.
- Assisted in preparing materials for client meetings, participated in client discussions, and provided support in managing client relationships
- Collaborated with wealth management advisors in developing comprehensive financial plans, including retirement planning, tax strategies, and estate planning, tailored to individual client needs.
Junior Partner
Culverhouse Investment Management Group - University of Alabama
09.2022 - 06.2023
- Performed detailed examination of financial reports such as income statements, cash flow statements, and balance sheets for diverse companies.
- Actively managed a portfolio of $1,500,000 with a team of over 30 members.
- Worked closely with the team, developing models to accelerate portfolio growth.
- Pitched the purchase of Vertex Pharmaceuticals stock, which led to a 160% return rate from December 2022 to May 2023.
Education
ACES
University of Connecticut
Storrs, CTFinance
University of Alabama
Tuscaloosa, AL06.2023
Timeline
Intern Analyst
New England Wealth Management - Morgan Stanley
09.2023 - Current
Financial Advisory Intern
McCabe Wealth Management
05.2023 - 09.2023
Junior Partner
Culverhouse Investment Management Group - University of Alabama
09.2022 - 06.2023
ACES
University of Connecticut
Finance
University of Alabama
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