I am currently a student studying finance and data science at Providence College, where I am also a Senior Analyst for my school's Student-Led Asset Management fund. I conduct financial statement analysis, financial modeling and market research to support my branch of the fund, industrials. During the summer of 2023 I worked at Kuttin Wealth Management where I learned about the financial advising field and I am currently seeking more opportunities to expand on my knowledge of finance and learn from others.
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Global Markets Summer AnalystUbsNew York, Ny, Us -
Senior AnalystProvidence College Student-Led Asset Management Sep 2023 - PresentProvidence, Rhode Island, United StatesAs a junior analyst at the Providence College Student Led Asset Management Club, I am responsible for creating financial models along with performing comprehensive sector and company research usingBloomberg, FactSet, Excel, and Power Point. I work as a member of the industrials team to communicate investment ideas to portfolio managers and guide the investment decisions of our funded portfolio. -
Pesticide Application Technician - ApprenticeEvolution Unlimited Inc May 2021 - PresentWading River, New York, United StatesDuring the summers I am employed as an apprentice, currently working towards my New York State Pesticide Application Technician's license. -
Investments And Wealth Management InternSapere Aude Consortium, Inc. Jun 2024 - Sep 2024Boston, Massachusetts, United StatesDuring the summer of 2024 I will be responsible for the creation and delivery of an investment-based research project on a team of interns and will prepare market research to identify trends and opportunities in the U.S. financial markets. I will also engage in continuous learning and professional development through training sessions and workshops including one on-one mentorship with an experienced finance professional. -
Kuttin Wealth Management Summer InternKuttin Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Jun 2023 - Aug 2023Hauppauge, New YorkAs an intern at Kuttin Wealth Management I assisted in daily tasks of licensed financial advisors at the highest ranked branch of Ameriprise Financial. I was responsible for maintaining communication database with 4000+ clients across the U.S. on the Virtual Planning Team using Salesforce software. I also had the opportunity to learn about different investment products such as individual equities, a range of ETF’s/ mutual funds, bonds, and annuities to develop comprehensive financial plans for clients and prospects. -
ServerFriar'S Head Aug 2019 - Nov 2020Riverhead, New York, United StatesFrom 2019- 2020 I worked as a server in the restaurant of Friar's Head Golf Club. Due to Friar's Heads status as the 16th highest ranked golf course in the nation, I was exposed to working with high net worth individuals on a daily basis. This allowed me to develop customer service skills and my ability to work in teams.
Peter Bitalvo Education Details
Frequently Asked Questions about Peter Bitalvo
What company does Peter Bitalvo work for?
Peter Bitalvo works for Ubs
What is Peter Bitalvo's role at the current company?
Peter Bitalvo's current role is Global Markets Summer Analyst.
What schools did Peter Bitalvo attend?
Peter Bitalvo attended Providence College School Of Business, Chaminade High School.
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