Michele Cestone Email & Phone Number

New York, Ny, Us

Delivered high-level customer service for Hamilton Farm Golf Club members by engaging in discussions about green reading, wind effect, and yardage. Developed communication and professional networking skills through detailed conversations with clients.

Roseland, New Jersey, United States

Delivered high-level customer service for clients and gained an understanding of how to properly manage the front desk. Generated leadership intelligence by reminding co-workers to work diligently.

Short Hills, New Jersey, United States

Hoboken, New Jersey, United States

Chosen as a senior portfolio manager to oversee a US long-only investment portfolio worth over $500k with a 3-5 year investment horizon, and met three times a week to discuss macroeconomic and sector trends. Mentored junior equity analysts in equity research fundamentals, valuation methodologies, and creating compelling stock pitches. Collaborated with the portfolio management team to send out detailed weekly performance reports on the fund's holdings, including company-specific news updates, earnings calls, and changes in the competitive landscape.

Hoboken, New Jersey, United States

Selected as one of fifteen analysts for an investment fund, attending meetings three times per week to discuss macroeconomic and sector trends and their impact on the fund's strategy. Focused on the industrials sector and used discounted cash flow modeling and comparable company analysis to identify undervalued US equities to present to senior management. Collaborated with other sector-specific team members to share perspectives and brainstorm potential undervalued industrial companies. Presented a 35-minute stock presentation to effectively convey buy recommendations.

Hoboken, New Jersey, United States

Selected as 1 of the 3 first-year interns for the investment fund, consisting of meetings three times a week covering macroeconomic and sector-specific trends. Chosen to conduct in-depth fundamentals on the healthcare sector and pitch companies based on valuation techniques such as DCF analysis and Comparable Analysis. Communicated ideas with sector-specific team members culminating in a 35-minute stock pitch to senior management.

New York, New York, United States

Gathered and analyzed essential financial data to tailor investment plans that aligned with clients’ individual targets. Personalized proactive investment strategies based on market conditions and their impact on clients’ financial goals. Engaged interested prospective clients via cold calls resulting in the successful conversion of 100+ leads into clients. Scheduled appointments with potential customers to thoroughly review their financial requirements and objectives.

Remote

New York City Metropolitan Area

Conducted weekly research on the asset management industry and various equities to broaden industry-specific knowledge by analyzing data, identifying trends, making informed predictions, and providing recommendations. Identified potential portfolio managers and collaborated effectively with the existing investment teams to develop and implement strategic initiatives aimed at reducing overall risk, increasing alpha, and enhancing diversification. Participated in daily meetings and collaborated with investment and operations team to address portfolio concerns.

Spearheaded the development of customer centric business model focusing on maximizing per unit profit margins. Generated upwards of $2,000 in gross monthly revenue through the first three months of firm’s operational tenure. Reinforced overall time management and organization skills by optimizing the scheduling and inventorial systems.

West Orange, New Jersey, United States

Delivered high-level customer service for Crestmont Country Club member by engaging in discussions about green reading, wind effect, and yardage. Developed communication and professional networking skills through detailed conversations with clients.

B.S. Finance

Activities and Societies: Stevens Student Managed Investment Fund, Beta Theta Pi Fraternity, Stevens Finance, Investment Banking, &.

High School Diploma

Activities and Societies: Varsity Football, Varsity Golf, Finance Club, VIP Adventures CSI