Aj Kalligonis Email & Phone Number

Philadelphia, Pa, Us

Mechanicsburg, Pennsylvania, United States

State College, Pennsylvania, United States

- Co-founded an organization dedicated to fostering an inclusive environment.- Designed a comprehensive Monte Carlo Retirement Simulation incorporating a Consumption Smoothing Model, asset allocation strategies, and portfolio holdings, utilized by portfolio management teams in a mock client competition.- Organize professional events where students gain hands-on insights into comprehensive financial planning through direct engagement with industry professionals.- Founded Penn State Financial Advisors, a feeder organization focused on teaching foundational wealth management concepts, structured around SIE and Health and Life Insurance certification material, to equip members with essential knowledge for seamless advancement into the main organization.

State College, Pennsylvania, United States

- Actively engaging in professional development initiatives, enhancing skills and knowledge within Delta Sigma Pi's dynamic and collaborative environment.- Committed to making a positive impact through ongoing community service, contributing to THON, Out of the Cold, and PAWS, to create meaningful social initiatives.- Contributing to an environment of academic collaboration, fostering success through ongoing teamwork and shared academic goals.

York, Pennsylvania, United States

- Actively engaged in weekly Investment Team and monthly Investment Strategy Committee (ISC) meetings, which focused on economic and market updates and changes to investment strategy, asset allocation, and total return models. Created economic data summaries and presented them to the Team and ISC. - Spearheaded a special project to evaluate the potential benefits of steam-lining the Due Diligence process through the utilization of artificial intelligence, specifically ChatGPT. Conducted in-depth research, set up queries and prompts, compared AI-generated output to manually-generated, and presented preliminary findings to the Wealth Management staff.- Prepared more than 20 Due Diligence (DD) reports on various funds, encompassing passive and active equity, fixed income, and commodity funds. Active and passive funds were evaluated on the following criteria: an overview of the fund, fees, management, methodology, process, portfolio, performance, and statistical risks. Presented DD reports and recommendations to the DD Committee and the Investment Strategy Committee. - Helped prepare a comprehensive response to a Request for Proposal from a prospective client, which included the company's history, recommended projected total return model, and weighted average fund expenses.

York, Pennsylvania, United States

- Create a welcoming experience by making connections with guests by engaging in friendly and genuine conversations during transactions- Collaborate with an Executive Team Leader to display new products on the sales floor and promote holiday items- Train three new employees on operations and procedures- Act as a team player to cover operations in multiple departments for effective and efficient operations