Anthony Viola Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Greater Boston Area

• Company DNA Award Winner December 2015• Produced monthly and quarterly performance reports for corporate defined benefit clients containing asset allocation analysis as well as attribution studies• Project manager for the centralization and cleanup of the firms hired products’ holdings database for all client exposures• Assisted in implementing new training methods to new performance analyst hires• Responsible for approving client audit reports for performance analysts to ensure all reports contain no errors in regards to manager returns, the portfolio’s allocation index and policy index• Maintained clients’ hired product database to ensure proper research responsibilities for each product • Completed supplementary and ad hoc requests from consultants and consultant support analysts in relation to clients’ needs• Corresponded with investment managers to obtain pertinent information in regards to the specific products my clients were invested in

Cambridge, Ma

Generating monthly flash reports Generating quarterly IPA reports Assisting in the new training program for new hiresAd hoc projects / reports when requested by consulatnts

• Created Integrated Financial Plans for clients related to student loans and financial planning opportunities• Provided assistance to the Tax team during busy season in order to compile and file all client individual tax returns or extend returns in a timely and accurate manner• Managed President Obama's Special Consolidation project as it related to our company (roughly 2,500 clients)• Trained new hires on how to interpret and process clients' Intergrated Financial Plans

Baltimore, Maryland Area

A career management and consulting firm for professional atheltes. Some responsibilities and projects I was involved with included:• Analyzed financial opportunities for clients to invest• Reviewed and edited endorsement contracts for multiple clients• Prepared a presentation that was delivered at a roundtable discussion and published in the Baltimore Business Journal• Performed extensive research on topics ranging from general sports law to contract-specific laws and agreements • Created a chart system for portraying most marketable athletes in the 4 major sports along with other sports and such information was then presented to Cameo Stars• Organized all documents, contracts, and related information for each client into a binder system• Composed multiple group ticket pricing packages

Bachelor'S Degree, Sport Management

Education record