Yanni Davidof
Staten Island,NY
Summary
Aspiring private wealth manager and finance major at Baruch College,with prior internship experience in wealth management. Strong foundation in financial planning, investment fundamentals, and portfolio analysis, with hands-on exposure to client support and investment research. Highly detail-oriented, with proficiency in Excel.
Overview
1
1
Certification
Work History
Intern
Medina Private Wealth
New York, New York
06.2025 - 08.2025
- Assisted financial advisors in preparing client portfolios and investment strategies.
- Conducted market research to support wealth management recommendations for clients.
- Maintained and updated client records within the wealth management software system.
- Created presentations summarizing investment options for client discussions and reviews.
- Developed financial models to assess the performance of investments and portfolios.
- Created financial plans that include retirement planning, estate planning, tax optimization strategies.
- Performed asset allocation studies to determine optimal diversification among different types of securities.
- Analyzed client portfolios and recommended strategies for portfolio rebalancing.
Contract Field Technician
WiFire (Client:Comcast)
New York, New York
05.2025 - 06.2025
- Performed contract-based field service work for a major telecommunications provider
- Diagnosed and resolved on-site technical issues while adhering to strict service timelines
- Communicated directly with customers to explain problems, solutions, and next steps
- Managed daily work orders independently while maintaining safety and quality standards
Education
BBA - Finance
Baruch College
New York (City), NY05-2028
Some College (No Degree) - Finance
University of South Florida
Tampa, FLSkills
- Financial planning and investment fundamentals
- Portfolio analysis and asset allocation
- Excel-based financial analysis
- Attention to detail and data accuracy
- Analytical thinking and problem-solving
- Client communication and professionalism
- Time management and multitasking
Certification
In Progress of obtaining NY Life & Health Insurance License
References
References available upon request.
Timeline
Intern
Medina Private Wealth
06.2025 - 08.2025
Contract Field Technician
WiFire (Client:Comcast)
05.2025 - 06.2025
BBA - Finance
Baruch College
Some College (No Degree) - Finance
University of South Florida