Wade Rashilla, Cfa Email & Phone Number

Pittsburgh, Pa, Us

Bridgeville, Pennsylvania, United States

Assist in the construction and implementation of customized client portfoliosDrive investment due diligence and research on existing and new managers Lead the execution of all trading processes across the firmTrain associates and interns on various skills including client reporting, rebalancing, and trading

Bridgeville, Pennsylvania, United States

Communicate with associates and analysts to recommend portfolio changes for rebalancing, tax-loss harvesting opportunities, and satisfying client needs across various accountsCreate a variety of exhibits and commentaries for client reporting purposes and other client-related functionsObserve client meetings to acquire knowledge about elements associated with high- and ultra-high net worth investing such as alternative assets, charitable giving, estate planning, municipal bond investing, and trustsPerform fund due diligence for potential additions to client portfolios and organize fund calls with existing managers

Bridgeville, Pennsylvania, United States

Began to gain knowledge of investment strategies for high- and ultra-high net worth clientsObserved and worked closely with associates and analysts to recommend portfolio changes for rebalancing and a variety of client needsPerformed investment research on funds across a variety of asset classes including alternatives, equities, fixed income, and real assetsUtilized VBA to create Excel macros that streamlined several important processes such as analyses of client activity and client tax reportingVerified the accuracy of trading activities by performing trade reconciliations

Worked as a peer tutor for Investments; assisted students in developing an understanding of a wide variety of topics such as bond valuation/duration, stock valuation, and interest rate/market efficiency hypotheses

Worked as a tutor for mathematics courses; assisted students in understanding various topics such as differentiation, integration, sequences, series, etc. taught in Calculus I, II, and III

Latrobe, Pa

Worked as a team with 18 other prefects to create the best possible living experience for students; acted as a resource for students across campus; aided freshmen students in adjusting to the college lifestyle

Worked with my professor and several other students to examine the effects of deindustrialization on the Pittsburgh area and similar cities within the United States

Worked as a peer tutor in Corporate Finance; assisted students by answering questions about annuities, basic bond/stock valuation, and net present value

Pittsburgh, Pennsylvania, United States

Three-month rotational program that gave me equal exposure to the following areas of the firm:Asset Management:Assisted advisors and asset management team by conducting research on individual securities, ETFs, mutual funds, and other investment opportunitiesCreated a stock pitch by analyzing a company, developing a thesis, drafting a proposal, and presenting my pick to the Investment Policy CommitteeFinancial Planning:Gained exposure to the eMoney software platform and learned about data entry, advanced planning, reporting, and other techniquesCreated various mock plans for advisor training purposes and assisted in the creation of over 20 client illustrationsMarketing:Assisted with quarterly ROI analysisPresented on the cost effectiveness of the various marketing channels utilized by Fort Pitt, including digital, newspaper, radio, and social mediaGhost wrote articles on a variety of financial topics

Ligonier, Pa

Utilized Microsoft Excel to organize inventories and invoices for the Food & Beverage department; increased efficiency of spreadsheets through the use of numerous formulas and tools (Sort, VLOOKUP, etc.), reviewed vendor pricing agreements and followed-up with superiors regarding price discrepancies, input daily cash receipts for the Food & Beverage, Games, and Retail departments and audited employees' cash handling

Trained and oversaw up to 20 team members daily, interacted with customers in stressful situations, managed department order sheets and time sheets, reported directly to upper-level management

Delivered quality customer service, trained team members in day-to-day tasks, conducted monthly inventories

Delivered quality customer service, developed cash-handling experience

Bachelor'S Degree, Finance And Mathematics

Activities and Societies: Alpha Lambda Delta, Delta Mu Delta, Pi Mu Epsilon, Omicron Delta Epsilon, Accounting Club, Finance Club, Math.

Associate Of Arts - Aa, General Studies

Major: General Studies GPA: 4.00 Credits Completed: 68 (completed through dual enrollment while still in high school)