Philip Granucci work email
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Philip Granucci personal email
Philip Granucci is a Planning Consultant at Fidelity Investments. He possess expertise in leadership, teamwork, management, microsoft word, microsoft excel and 2 more skills.
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Planning ConsultantFidelity InvestmentsDenver, Co, Us
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Workplace Planning ConsultantFidelity Investments Jan 2022 - PresentGreenwood Village, Colorado, United States- Assist clients in developing customized investment strategies within their 401k plans- Locate areas of opportunity in short term and long term financial plans for 401k clients and develop customized retirement projections- Leverage partners within Fidelity to assist with financial planning needs and products outside of client's 401k's
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Workplace Planning AssociateFidelity Investments Jul 2021 - Jan 2022Greenwood Village, Colorado, United States- Provided outreach to inactive 401k participants to connect them with Fidelity planners to discuss options & retirement planning- Informed 401k participants of upcoming changes with their plans that could impact their retirement outcomes and investment strategies
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Summer Wealth Management AnalystMerrill Lynch Jun 2020 - Aug 2020White Plains, New York, United States- Develop value-based prospecting strategy leveraging Bank of America's wealth management and retail banking capabilities.- Analyzed S&P 500 member companies using correlation and sharpe ratios to create mock stock portfolio. - Designed and presented award-winning virtual volunteerism strategy for gap-year students. -
Wealth Management InternUbs Jan 2020 - Mar 2020New York, New York- Researched and presented creative ways to invest in the electric car industry without direct exposure to car manufacturers. - Communicated with sellers to locate and select art pieces for client alternative investments. -Created in-depth prospecting profiles of high-net-worth clients for lead advisor. -
Data AnalystCon Edison Sep 2019 - Jan 2020Rye, New York• Optimize company wide database to improve identification of operational delays by field employees• Build trends and data visualizations to assist management in strategic decision making• Improve efficiency of company database through creation of bi-weekly and monthly delay reports -
Data AnalystNus Consulting Group Sep 2018 - Dec 2018Park Ridge, New Jersey• Communicate with energy providers across the nation to inquire about potential rate changes and their effect on client budgets. • Collaborate with team to produce efficient excel models. • Utilize Microsoft Excel to provide insights and analyses from loads of big data for client consulting projects• Assisted Senior Consultants in creating budgets and presentations for Fortune 500 clients• Collaborate with team to investigate non-commodity price changes and their impact on client budgets -
Financial Planning InternLincoln Financial Group May 2018 - Sep 2018Rye Brook, Ny• Optimize Excel sheet to illustrate mutual fund performance for clients• Communicate with clients for 403B plan enrollment and allocation requests• Create portfolio breakdowns and plots with the use of Morningstar and Excel• Assisted in selecting and updating mutual fund choices for actively managed 403b plan• Assisted Financial Advisor in creation and design of client presentations -
InternJunction Education Jan 2018 - Sep 2018• Develop online courses by collaborating with publishers• Incorporate articles and reports that correspond with the needs of the publishers -
Marketing And Business Operations InternKeller Williams Realty, Inc. Feb 2018 - Apr 2018New York, Ny• Managed marketing by creating promotional materials to increase clientele list• Developed plan to increase social media and online presence • Collaborated with team to promote real estate listings and acquire new clients• Improved prospecting efficiency by streamlining company CRM platform• Created and designed monthly newsletter to improve clientele engagement -
Purchasing AgentMploy2Mpower Sep 2017 - Apr 2018Dobbs Ferry, Ny• Create a purchasing plan to streamline communications with the vendor• Facilitate orders and respond to inquiries about product• Originate the design and features of the final product
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Club FounderAssumption Kings Jan 2017 - Aug 2017Emerson, Nj• Founded a basketball club and successfully obtained AAU certification• Coached children ages 12 and 13 on teamwork and communication• Created branding materials via Adobe Photoshop
Philip Granucci Skills
Philip Granucci Education Details
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3.81 Gpa -
Study Abroad -
Emerson Jr-Sr High School4.19 Gpa
Frequently Asked Questions about Philip Granucci
What company does Philip Granucci work for?
Philip Granucci works for Fidelity Investments
What is Philip Granucci's role at the current company?
Philip Granucci's current role is Planning Consultant.
What is Philip Granucci's email address?
Philip Granucci's email address is ph****@****ity.com
What schools did Philip Granucci attend?
Philip Granucci attended Mercy College, Universidad Pontificia Comillas, Emerson Jr-Sr High School.
What skills is Philip Granucci known for?
Philip Granucci has skills like Leadership, Teamwork, Management, Microsoft Word, Microsoft Excel, Public Speaking, Sales.
Who are Philip Granucci's colleagues?
Philip Granucci's colleagues are Jennifer Rudd O'neil, Denno Louis, Rigdon Whitfield, Alexander Peterson, Rithi Neni, Joshua Raymer, Anneliese Schumacher.
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Phillip Granucci
Problem Solver | Tech Geek | Computer Super Heroproviding Concierge Level It Service And Support#YouritpartnerSeminole, Fl -
3optonline.net, rbs.com, prudential.com2 +120140XXXXX
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