Nicholas Valenti Email and Phone Number
Nicholas Valenti work email
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Nicholas Valenti personal email
I graduated with a B.S in Finance from Fairfield’s Charles F. Dolan School of Business. During my time at school I was able to create two successful start up businesses along being apart of the student managed investment fund. I am currently specializing in Medicare and Medicaid insurance, I am a seasoned Insurance Advisor at Senior Advisory Insurance Services. With a focus on providing targeted guidance to individuals navigating the intricacies of healthcare coverage, I am dedicated to ensuring seniors access the right plans for their unique needs. My expertise lies in simplifying the complexities of Medicare and Medicaid, offering personalized solutions that prioritize comprehensive coverage.
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Insurance AgentSenior Advisory Insurance Mar 2024 - Present
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Business OwnerStag Dealz Dec 2023 - PresentStamford, Connecticut, United States- Built e-commerce business with intent to operate as a merchandising product business- Utilize Excel spreadsheets to organize business data (number of units sold, each unit sales price, inventory costs); this information can be used to calculate total revenues, costs of goods sold and profits - Develop hands-on experience of negotiating deals with wholesalers/suppliers and managerial skills of team building and developing- Research and analyze consumer demand to best assess which products are most suitable for StagDealz and which products could improve profitability
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Financial Reporting AnalystMirador, Inc. Jun 2023 - Mar 2024 -
AnalystFairfield Student Managed Investment Fund Sep 2022 - May 2023Fairfield County, Connecticut, United States- Manage a $400,000 worth portfolio with Fairfield investment fund members- Analyze companies in the industry verticals and develop stock pitches for what to buy or sell from those verticals - Discuss market trends and volatility such as; inflation, consumer sentiment and supply chains. -
Equity Research AnalystJ.W. Burns & Company Jun 2022 - Aug 2022Syracuse, New York, United States- Worked alongside portfolio managers to make generalized asset allocation decisions- Contributed to firm’s equity and fund research, market and economic research, and tracking of investments- Utilized skills of analysis and advising to better and expand research of firm, as well as offer investment ideas by reviewing financial media, newsletters, and brokerage documents - Mastered creation and completion of research packets via Morningstar, Valueline, Seekingalpha, and Pro-timeline - Pitched stocks once a week in team meetings
Nicholas Valenti Education Details
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Finance, General -
Highschool Diploma
Frequently Asked Questions about Nicholas Valenti
What company does Nicholas Valenti work for?
Nicholas Valenti works for Senior Advisory Insurance
What is Nicholas Valenti's role at the current company?
Nicholas Valenti's current role is Medicare Insurance Advisor at Senior Advisory Insurance Services Inc.
What is Nicholas Valenti's email address?
Nicholas Valenti's email address is nv****@****rns.com
What schools did Nicholas Valenti attend?
Nicholas Valenti attended Fairfield University, Christian Brothers Academy.
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Nicholas Valenti
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Nicholas Valenti
Greater Chicago Area1evolenthealth.com2 +185630XXXXX
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