Dan Cecere Email & Phone Number

• Created analysis reports highlighting potential business issues, risks and profit opportunities.• Reviewed clients’ accounts and results regularly to determine if life changes, economic conditions or financial performance indicated a potential need for a plan revision.• Initiated new financial goal analysis reports to provide a unique and comprehensive blueprint for prospective clients.• Regularly reviewed, developed, updated, and forecasted monthly and annual budget reports to ensure healthy business operations.• Assisted the senior advisors by updating over 250 client’s information using excel.• Provided biweekly reports to clients highlighting important economic and financial news that may affect their portfolio.• Assisted the senior advisors by creating charts, graphs, and tables through financial models and organizing them in a PowerPoint to present to clients.

Albertson, New York, United States

• Organized and formatted Attorney performance spreadsheets for the Managing Partner made in excel and organized in PowerPoint.• Conducted and analyzed research on previous cases and law journals to assist firm’s Partner’s with cases. • Drafted, formatted, and finalized correspondence with clients to ensure overall client satisfaction.

Master'S Degree, Finance, Risk Management, 3.7

Finance Projects: 1) Investment Analysis of Raytheon: Full investment analysis of Raytheon (RTN); creating an investment thesis; examining.

Bachelor'S Degree, Finance, General, 3.5

Finance Projects: 1) Market Monitoring Project – Tracked and analyzed key economic and financial data to see what factors move the market.