Peter Monteleone

Peter Monteleone Email and Phone Number

Associate - Data and Analytics at iCapital @ iCapital
Peter Monteleone's Location
Stamford, Connecticut, United States, United States
Peter Monteleone's Contact Details

Peter Monteleone work email

Peter Monteleone personal email

n/a
About Peter Monteleone

Peter Monteleone is a Associate - Data and Analytics at iCapital at iCapital. He possess expertise in microsoft word, economics, microsoft excel, management, public speaking and 35 more skills.

Peter Monteleone's Current Company Details
iCapital

Icapital

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Associate - Data and Analytics at iCapital
Peter Monteleone Work Experience Details
  • Icapital
    Associate - Data And Analytics
    Icapital Jun 2023 - Present
    New York, Ny, Us
    -Create over 100 unique ISQs to meet fund legal requirements.-Lead the ISQ team as iCapital business grows across the globe. Specifically the APAC region.-Assist in the launch of proprietary iCapital systems used across the firm.-Guide data completeness efforts for 15 fund launches each month that operate on iCapital's platform.
  • Finacity Corporation
    Senior Reporting Analyst
    Finacity Corporation Dec 2021 - May 2023
    Stamford, Connecticut, Us
  • Finacity Corporation
    Securitization Reporting Analyst
    Finacity Corporation Aug 2019 - Dec 2021
    Stamford, Connecticut, Us
    -Manage eight securitization and factoring programs across multiple industries.-Oversee over $1 billion in accounts receivable on a daily basis to ensure all legal requires are met for each transaction.-Send daily and monthly reporting to clients and investors on data performance.-Create ad hoc reports to support client inquiries on portfolio's performance and annual audits.-Support onboarding efforts for new and existing clients to Finacity systems.
  • Bee House Thon
    Head Of Finance
    Bee House Thon Aug 2016 - May 2019
    • Helped raise over $25,000 for the Four Diamonds Foundation which aims to eradicate pediatric cancer • Contributed to the end of Year THON celebration which consisted of a 48 hour dance marathon • Manage $1000 of organization funds to create successful fundraising opportunities • Organized meetings between Four Diamonds families and our organization
  • Mody Data Solutions (Mds)
    Business Development Intern
    Mody Data Solutions (Mds) Jun 2018 - Aug 2018
    • Optimized model to identify and target 6 key future clients • Created 10 potential client presentations by understanding specific client’s needs • Collected client information through extensive research to create an action plan unique to each client• Analyzed 2 years of client company relations to identify and address areas of improvement
  • 1St Financial Bank Usa
    Loan Underwriting Intern
    1St Financial Bank Usa May 2017 - Aug 2017
    Dakota Dunes, South Dakota, Us
    • Processed over 85 loan payouts to companies ready to build new homes • Managed Client-Company Communication tracker • Assessed and compiled information on potential clients throughout the loan underwriting process • Assisted in loan payout documentation that was sent to clients
  • Lewisboro Parks & Recreation Department
    Head Counselor
    Lewisboro Parks & Recreation Department Jul 2013 - Aug 2015
    Leader of a group of 20-30 Children, In charge of day to day activities.

Peter Monteleone Skills

Microsoft Word Economics Microsoft Excel Management Public Speaking Customer Service Microsoft Office Powerpoint Research Project Management Leadership Data Mining Database Management Software Writing Team Leadership Youth Leadership Business Development Tableau Pivot Tables Analytical Skills Business Analysis Data Analysis Analytics Market Analysis Market Research Social Media Marketing Financial Market Research Labour Market Research Vlookup Conditional Formatting Time Management Organization Skills Data Entry Data Analytics Social Media Excel Models Sales Sales Presentations Marketing

Peter Monteleone Education Details

  • Penn State University
    Penn State University
    Economics

Frequently Asked Questions about Peter Monteleone

What company does Peter Monteleone work for?

Peter Monteleone works for Icapital

What is Peter Monteleone's role at the current company?

Peter Monteleone's current role is Associate - Data and Analytics at iCapital.

What is Peter Monteleone's email address?

Peter Monteleone's email address is pm****@****ity.com

What schools did Peter Monteleone attend?

Peter Monteleone attended Penn State University.

What skills is Peter Monteleone known for?

Peter Monteleone has skills like Microsoft Word, Economics, Microsoft Excel, Management, Public Speaking, Customer Service, Microsoft Office, Powerpoint, Research, Project Management, Leadership, Data Mining.

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