Donald Foiani

Donald Foiani Email and Phone Number

Investor
About Donald Foiani

Donald Foiani is the founder of a single-family office where he works as the portfolio manager. Prior to becoming a portfolio manager, he worked with The Bloom Organization, a boutique, sell-side investment bank, from January 2019 - December 2019. During his time with The Bloom Organization, Donald was responsible for analyzing companies, building compelling growth stories, and bringing companies to market. To do so, Donald regularly conducted analyses of financial statements and productivity reports. Donald was also responsible for building Confidential Information Memorandums (CIMs), which is the primary marketing document used in the sell-side process and requires an in-depth understanding of the company's financial position, operating history, and industry.Prior to joining The Bloom Organization, Donald worked for UBS in Asset and Wealth Management. During his time with UBS, Donald gained experience working with portfolio managers and high net worth clients, performing financial analyses across a wide range of investment vehicles. Donald graduated summa cum laude from the University of Miami with a B.S.B.A. in Finance and Marketing as well as a minor in History. He is a member of Beta Gamma Sigma, an international business honor society recognizing top students from the world’s top 5% of business programs. During his time at UM, Donald served Lambda Chi Alpha, social fraternity, as treasurer, Student Government as an executive board member, and Alpha Kappa Psi, business fraternity, as a committee board member. Donald has a deep interest in Health and Wellness that he continues to foster by advocating a holistic approach to fitness and promoting a healthy lifestyle.

Donald Foiani's Current Company Details

Investor
Donald Foiani Work Experience Details
  • The Bloom Organization
    Analyst
    The Bloom Organization Jan 2019 - Dec 2019
    Aventura, Florida
    Analyzed and normalized financial statements and productivity reportsCreated proformas for existing businesses and potential acquisitionsPrepared confidential information memorandums that combine a deep understanding of a company’s market and industry with the company’s financial and operational positionImproved and maintained client and private equity relations by restructuring Bloom’s CRM system
  • Ubs
    Wealth Management Intern
    Ubs Nov 2017 - Sep 2018
    Miami/Fort Lauderdale Area
    Researched and analyzed mutual funds based on performance metrics, risk tolerance, and prevailing market conditionsPrepared in-depth reports for clients and financial advisors to clarify understanding of clients’ holdings and portfolio performance relative to market indicesImproved and maintained client-company relations by fulfilling day-to-day client needs (on-call basis) and supporting planned CRM activities
  • Lambda Chi Alpha Fraternity, Inc.
    High Tau - Treasuer
    Lambda Chi Alpha Fraternity, Inc. Nov 2016 - Dec 2017
    Epsilon Omega
    Created and balanced the fraternity budgetEstablished the system of monthly reportingCalculated and collected fraternity dues and rent to finance fraternity operationsEstablished a fraternity alias to consolidate all billing and financial accountsUpdated and transitioned pertinent financial information to a cloud-based system, resulting in greater accessibility of information and efficiency for future transitions
  • Ubs
    Assistant Of The Personal Wealth Management Group
    Ubs May 2016 - Jun 2016
    Cleveland, Ohio
    Created and updated wealth management plans which are presented to both current and prospect clientsParticipated in phone and in-person client meetings in order to gather pertinent information necessary to create accurate wealth management plans, personalized investment portfolios, and client-specific asset allocation plansAssisted in meetings with mutual fund, ETF, and portfolio wholesalers in order to get a better understanding of their strategies with regard to the current market circumstance
  • Zacks Investment Management
    Research Intern
    Zacks Investment Management Jul 2015 - Aug 2015
    Chicago, Illinois
    Conducted research and analysis with a Bloomberg TerminalManipulated data on mutual funds, ETFs, and other securities for analysis with Microsoft ExcelObserved corporate meeting in order to both gain and contribute insight in the fields of finance, investment, management, and client relations
  • Law Office Of Craig D. Blume
    Administrative Assistant
    Law Office Of Craig D. Blume Jun 2014 - Jul 2014
    Naples, Florida
    Shadowed meetings between Craig D. Blume and affiliates with clients in order to gain greater knowledge in the field of business lawDesigned and created a comprehensive, user-friendly Excel spreadsheet system to track of real estate unitsResearched and analyzed open real estate units - commercial, industrial, and residential - for potential purchase

Donald Foiani Skills

Retailing Financial Planning Entrepreneurship Leadership Management Team Building Customer Service Research Budgeting Microsoft Office

Donald Foiani Education Details

Frequently Asked Questions about Donald Foiani

What is Donald Foiani's role at the current company?

Donald Foiani's current role is Investor.

What is Donald Foiani's email address?

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What is Donald Foiani's direct phone number?

Donald Foiani's direct phone number is +144037*****

What schools did Donald Foiani attend?

Donald Foiani attended University Of Miami, Gilmour Academy.

What skills is Donald Foiani known for?

Donald Foiani has skills like Retailing, Financial Planning, Entrepreneurship, Leadership, Management, Team Building, Customer Service, Research, Budgeting, Microsoft Office.

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