VINCENT PAPPALARDO
Vero Beach,FL
Summary
Developed skills in fast-paced finance and acounting environments, including data analysis and effective communication. Ability to transition into a new field by leveraging strong analytical and organizational skills. Ready to contribute to diverse teams and apply transferable skills in a new role.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Accountant Associate
Berry College
08.2021 - 05.2025
- Recorded transactions and monitored accounts for financial concerns
- Processed accounts payable and receivable paperwork on regular schedule and with high accuracy
Investment Advisor Representative
LULLA Wealth Financial
05.2024 - 06.2024
- Reviewed and optimized insurance coverage to align with clients' financial goals.
- Selected life and health insurance policies based on needs and tax benefits.
Investment Advisor Representative
Stevens Capital Partners
06.2023 - 08.2023
- Analyzed client over 50 portfolios for cost efficiency while considering tax implications
- Handled clients' needs in-person, by phone and through remote conferencing services
Due Diligence Analyst
Veterans Capital Corp
05.2022 - 08.2022
- Completed due diligence reviews and drafted financial and management reports
- Assisted in structuring and negotiating a lease deal valued at over $300 million
Education
Bachelor of Science - Finance & Accounting
Berry College
Mount Berry, Georgia05.2025
Skills
- Investment Planning
- Bank Reconciliation
- Asset Allocation
- Ledger Management
- Due Diligence Analysis
- Portfolio Management
Certification
Series 65 Certification
Timeline
Investment Advisor Representative
LULLA Wealth Financial
05.2024 - 06.2024
Investment Advisor Representative
Stevens Capital Partners
06.2023 - 08.2023
Due Diligence Analyst
Veterans Capital Corp
05.2022 - 08.2022
Accountant Associate
Berry College
08.2021 - 05.2025
Bachelor of Science - Finance & Accounting
Berry College