Philip Granucci Email & Phone Number

Denver, Co, Us

Greenwood 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

Greenwood 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

White 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.

New 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.

Rye, 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

Park 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

Rye 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

• Develop online courses by collaborating with publishers• Incorporate articles and reports that correspond with the needs of the publishers

New 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

Dobbs 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

Emerson, 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

Bachelor Of Business Administration - Bba, Finance, General, 3.81 Gpa

Activities and Societies: Mercy College Honors Program, Business Honors Program, Finance Club, Flag Football Commissioner

Study Abroad

4.19 Gpa

Activities and Societies: JV/Varsity Basketball, JV/Varsity Soccer, Key Club, Heroes & Cool Kids