Ryan Capuzzi Email & Phone Number

United States

New York, New York, United States

• Leveraged SQL and Looker to analyze proprietary data, producing quarterly New Investor Outlook (NIO) insights on retail investor behavior segmented by generation (age), gender, income, geography, and more
• Collaborated with RMs to develop models for evaluating 2024 partnerships, enhancing a key cost-saving initiative

New York, New York, United States

• Compared over a dozen companies, their roadmaps, and the pricing of services competitive to Apex
• Analyzed data and conducted market research to calculate various valuations for Apex’s current product roadmap (NPV, NAV, NII & PFOF forecasting, client/competitor health portal, and meeting with clients/SLT)
• Evaluated industry trends and how quickly clients/competitors respond to the macro environment with new products and services
• Meetings with sales, ops, RMs, marketing, and BDs… Show more
• Meetings with sales, ops, RMs, marketing, and BDs bi-weekly/monthly
• Constructed detailed reports through PowerPoint and Excel, highlighting key revenue generators, API/UI/UX capabilities, future investments, back-office/middle-office improvements, strategic growth initiatives, and more.

New York, New York, United States

• Built Google Looker and Mixpanel Dashboards to analyze optimization of new user experience within the first seven days of onboarding
• Executed competitive audits on existing players’ options trading and fixed-income offerings, including pricing, design (UI/UX), features, tools, and resources
• Utilized BlackRock, Xignite, and Morningstar data to build a wide variety of pre-made investment plans for users on the platform
• Created first-in-kind Beta algorithm using PyCharm and… Show more
• Created first-in-kind Beta algorithm using PyCharm and Jupyter Notebook to recommend pre-made plans based on user suitability questionnaire Show less

Tulane University

• Managed and budgeted over $200,000 in funds as the Treasurer of a 112-person Fraternity
• Collaborated with Executive Committee to finalize strategic budgeting through excel
• Oversaw fraternal activities, including the collection and deposit of money into accounts, reimbursement/disbursement of funds from cash accounts to pay/collect invoices, record keeping, and dues collection
• Ensured proper payments of taxes, fees, utilities, and other miscellaneous chapter balances
• … Show more
• Crafted bi-weekly reports to detail the chapter's current and future financial position(s), including a comprehensive expense log and estimates of cash flows Show less

New York City Metropolitan Area

• Screened/Analyzed over 100 public companies to recommend strategic investment decisions
• Developed processes for analyzing companies’ growth potential and profitability
• Met with Hedge Fund Managers, Portfolio Managers, and Private Equity CEOs to gain foundational principles on which my research was based
• Culminated in the final presentation to CEO and Senior Leadership Team
• Pitched investment thesis ultimately invested in by the Senior Leadership Team

West Chester, Pennsylvania, United States

• Conducted market research on existing competitive product claims to better formulate Lasko’s own claims
• Developed consumer surveys to better understand advertising and branding objectives, as well as the development & production of Lasko’s products based on customers value perception
• Worked with sales team and engineering team to develop product claims and imagery for Lasko’s packaging
• Conducted biweekly presentations on the promotion and placement of Lasko’s product claims to… Show more
• Conducted biweekly presentations on the promotion and placement of Lasko’s product claims to a team of senior employers Show less

Princeton, New Jersey, United States

Skillman, New Jersey, United States

Bachelor'S Degree, Finance & Marketing

Activities and Societies: Phi Gamma Delta Fraternity, TedXTulane, Tulane Sports Analytics Club, Greenbull Investment Group, PokerPower

Education record

Activities and Societies: Varsity Athlete, Special Olympics, TASK Montgomery, New Jersey