David Ferrante Email & Phone Number

Chicago, Illinois, United States

Private Wealth Management

Evanston, Illinois, United States

-Commit 20-30 hours a week of training obligations year round including but not limited to wrestling, lifting, and film analysis while balancing a demanding academic workload by employing disciplined time management skills-Maintained a resilient and winning attitude for two seasons en route to becoming a two time NCAA Qualifier.

Chicago, Illinois, United States

• Sales and Trading
• Rotated on derivatives sales, convertible sales, cash sales, core franchise, rates sales, and credit sales to learn the fundamentals of the products through shadowing, research, and asking detailed questions
• Performed 3 stock pitches and a final market theme presentation for the office after collaboration with internal research with a focus on equity derivatives
• Synthesized key market events such as FOMC meetings, company earnings calls, and CPI for office updates
• Cultivated a basic understanding of trading mechanics, language, and client interaction
• Grew relationships with sales and sales traders in the office

Chicago, Illinois, United States

• Learned integral personal finance principles such as but not limited to: wholistic financial planning, different types of investment vehicles, and risk management
• Tailored personal financial plans to help clients reach their individual financial goals while working alongside experienced Financial Planners
• Developed my sales skills through implementing a formulaic sales approach designed to transition referrals to clients in the most efficient manner possible
• Prospected to gain referrals in order to branch out my network and build my target market for new clients

Huntley, Illinois, United States

• Lead youth wrestling athletes ages 8-17 in one-on-one sessions and in practices of 6-20 athletes.
• Collaborated with wrestlers’ parents to negotiate personal training rates and provide flexible training opportunities around busy schedules
• Organize the practice schedule including warmup gymnastics, technique demonstration, and conditioning exercises
• Develop relationships by advocating for my students to set goals, surround themselves with positive influences, and maintain strong grades

Huntley, Illinois, United States

• Facilitate students from 6th-12th grade with understanding difficult academic concepts, especially math and physics by providing visual illustrations of problem types and equations
• Improve students’ grades and test scores by assembling study guides focused on breaking concepts down to a series of simplistic, algorithmic steps.
• Established relationships with new clients utilizing leads and recommendations from prior clients

Crystal Lake, Illinois, United States

• Ensured a positive customer experience through oversight of team chefs and delivery drivers
• Created orders from customers in person and on the telephone, enhancing my approach to communication and sales
• Navigated customer dissatisfaction by active listening and having a solution focused mindset

Bachelor'S Degree, Economics

High School Diploma, 4.76/4.0 Weighted Gpa

Activities and Societies: Varsity Wrestling 4 Years. Co-founder of the Student Politics Club. Freshman Pole Vaulter. High school medical.