John Ratto Email and Phone Number

Provided support to Financial Advisor with various projects and tasks including report and analysis Created an investment strategy portfolio for college students and young adults.Tracked Growth Stock strategy which consisted of 32 stocksAssisted in the creation of investment strategy models for clientsGained knowledge of financial software systems, tools and applications to perform tasks and analyze date effectively. (Smart Station and Contact Management).Participated in Zoom calls with the Financial Advisor and Clients while conducting annual strategy and tactical reviews.Took notes during meetings, entered data in client matrix files and prepared investment package of what was discussed in client meetingsTake notes during meetings, entering data in client files.