David Parella Email & Phone Number

New York, NY, US

Omaha, Nebraska, United States

• Two-year accelerated Wealth Advisor track
• Rotational development program through investments, wealth management, and advanced solutions teams
• Currently pursuing CFP and Series 65

Elizabeth, New Jersey, United States

• Developed sales forecasts and trackers for the monthly Core Objectives and 2023 POD Goals in each division and sent an updated report daily saving each team over 5 hours a week
• Worked cross-functionally with Financial Planning and Analysis to build Budget vs. Actuals on our P&L Statement and Balance Sheet as well as run forecasts and models on different economic scenarios
• Partnered with a celebrity entrepreneur to launch a new product in NJ and collaborate on a go-to-market strategy including pricing structures, key account reports, sales forecasts, financial metrics, and marketing.
• Modeled Incentive trackers for the sales reps and managers and built Billback reports for returns and other rebates to suppliers and retailers to ensure the company’s financials were accurate and reliable
• Actively engaged in Learning and Development sessions working on analyst-specific tools and formulas in Excel, professional branding, business ethics, and work-life balance

Elizabeth, New Jersey, United States

• Created target account reports in Excel on high Gross Profit (GP) products in key areas around NJ for ABG to focus on in 2023 by taking big sales data sets and breaking the information down with pivot tables and.
• Built new pricing models to support the contract expansion with a top-3 supplier to meet internal GP and other financial targets
• Worked hand-in-hand with IT to develop several Salesforce analytical tools in ABG’s new e-commerce database

Elizabeth, New Jersey, United States

• Selected to remain and contribute on a vital RFP for ABG to exclusively distribute a new high-profile product in NJ. ABG was able to successfully win the business which has already begun generating a significant amount.
• Constructed sales forecasts for all the SKU's as well as an interactive sales tracker and opportunity report to track progress after product launch, saving sales reps over 5 hours of work a week
• Worked directly with the Marketing and Digital Innovation teams to create the entire client pitch deck, utilizing Excel and proprietary software to collect and analyze data for the proposal

Elizabeth, New Jersey, United States

• Worked collaboratively with suppliers and stakeholders to develop strategic marketing, pricing, and new product development plans to launch two new products in ABG’s portfolio, both of which have already begun.
• Individually created pricing models for various products from a top-3 supplier to ensure we are still achieving our target GP and other financial metrics
• Actively participated and engaged in many supplier and brand meetings on various topics such as quarterly reviews, plans for the new fiscal year, and new marketing plans
• Accompanied the sales team to get first-hand experience in the field

Gettysburg, Pennsylvania, United States

• Elected as the Alumni Relations Chair for my fraternity.
• Revitalized our annual Leadership & Networking Event that got lost with COVID, helping grow our alumni network
• Actively communicated and engaged with Gettysburg and Phi Delta Theta alumni on bi-weekly Zoom calls for networking and career opportunities for everyone in the fraternity
• Developed and executed bi-monthly programs and events to promote alumni relations and other educational programs with the intent to open as many opportunities as possible for the brothers

Gettysburg, Pennsylvania, United States

• Elected as the Scholarship Chair for my fraternity.
• Developed an in-depth academic and weekly calendar plan for brothers who fell below a certain GPA to ensure we maintain our Chapter's GPA goal for the semester
• Organized and coordinated multiple co-hosted events with our Chapter and the Academic Advising Department on topics varying from professional development to Microsoft Excel to personal finance and more

Summit, New Jersey, United States

Obtained my Training in Alcohol Management Certification (TAM) and served as a bar back, simultaneously working as a cashier in a high-intensity environment.

Summit, New Jersey, United States

Served in multiple roles requiring strong time management, payment processing, and excellent customer service.

Gettysburg, Pennsylvania, United States

Cashier in a fast-paced environment assisting hundreds of college students, faculty, and visitors daily.

Summit, New Jersey, United States

Sales associate responsible for customer sales and service, inventory management, and vendor relations.

Bachelor Of Arts - Ba, Business, Organization And Management/Economics, Graduate

Activities and Societies: Finance & Investment Club, Business Club, Phi Delta Theta Fraternity, Intramural Basketball, and Football.

Business, Economics And Language Studies, Junior Year - Fall Semester

Activities and Societies: Elected as a Student Representative for our class. Lived in a homestay with an Italian family to get immersed in.

High School Diploma

Activities and Societies: AP Scholar, Varsity Lacrosse, Business Club, Economics Club, Law Club