Tony Raso

• Built and strengthened client relationships by identifying financial needs, providing tailored investment guidance, and connected clients with appropriate Fidelity resources and solutions.
• Collaborated with wealth management teams to resolve client service requests, communicate updates, and coordinate meetings based on client needs
• Identified new wealth management leads by engaging with uncovered clients through branch interactions and proactive outreach.
• Leveraged Fidelity's digital platforms and tools to streamline branch operations and enhance the overall client experience.

• Coordinated planning and organizing of goods movement, ensuring timely delivery to customers and warehouses.
• Supported the tracking of inventory levels and assisted in performing regular inventory audits in a 260,000 sq. ft. warehouse.
• Proposed improvements to logistics processes, contributing to enhanced efficiency and cost reduction.
• Compiled reports on logistics performance metrics, including delivery times and shipping costs.

• Energy sector analyst for the nation's largest undergrad-managed long-only equity fund valued at $85.5M.
• Took part in various facets of the long recommendation process, including industry analysis, competitive positioning, investment theses, and valuation.
• 1 of 15 students selected to be a member of the Portfolio Management Committee, voting on long recommendations.
• Constructed valuations such as discounted cash flow reports and dividend discount models utilizing Bloomberg Terminal, FactSet, and Morningstar Direct

Cum Laude