1. Nicholas Fiorillo
Home Address: 40 Scudder Avenue
Staten Island, New York 10309
Phone: (347) 387-4834 | Email: nfiorillo91@gmail.com
Education
Wagner College, Staten Island, New York August 2015- May 2016
Accelerated Masterof Business Administration Program
Completed GPA: 3.90
State University of New York at Albany September 2009- May 2013
Bachelor of Science in Marketing and Management
Beta Alpha Psi Member (BAP)
Work Experience
Ernst & Young LLP August 2016- Present
Strategic Financial Planning Analyst
 Provide financial counseling on a number of topics including retirement planning, education funding, benefit
planning and tax planning.
 Worked extensively with FAs on Financial Planning concepts, prepare customized plans for High Net Worth
clients by focusing on delivering quality financial plans that meet individual clients’ needs.
 Determine clients’ current income expenses, insurance coverage, tax status,financial objectives,risk tolerance, and other
information needed to develop a financial plan.
 Devise debt liquidation plans using EY resources that include payoff priorities and timelines.
The Ayco Company, L.P., a Goldman Sachs Company February 2016- June 2016
Tax Analyst
 Prepare federal and state gift, trust, and estate income tax returns for corporate executives and high net worth
individuals.
 Analyze trust and estate planning instruments to determine proper tax treatment and develop comprehensive understanding of
client estate planning goals.
 Research issues pertaining to estate planning, estate tax, and investment instruments using online research services.
 Perform in-depth review of supporting data to ensure compliance with tax reporting requirements.
 Resolve correspondence from federal and state taxing authorities and collaborate with senior preparers and client account
managers to determine and draft appropriate response.
Zucker, Goldberg, & Ackerman LLC August 2013- August 2015
Foreclosure Manager
 Supervised the foreclosure team, made up of fourteen members, to ensure the timely completion of processing activities and
responses to the foreclosure process.
 Analyzed and responded to internal audits, while making recommendations to higher management to ensure compliance with
client needs.
 Advised the bankruptcy and foreclosure processes forclients, including but not limited to, Wells Fargo Bank, N.A, Bank of
America and PNC Bank.
 Expedited the processing of active foreclosure and bankruptcy cases to meet legal deadlines.
 Encouraged development and progression in fellow team members to guarantee team and company goals are fulfilled.
NYC Department of Education April 2013- August 2013
Paraprofessional of Special Education
 Supervised a group of special needs students daily with a variety of diverse learning disabilities and interacted with
students one-on-one to meet their Individual Education Plan (IEP) needs.
Achievements & Service
 Boy Scouts of America- Eagle Scout/Assistant SeniorScout Master
 Lean Six Sigma- White Belt Certification
 Bloomberg Marketing Concepts Certification (BMC Terminals)
 Proficient in Microsoft Office Suite: Word, PowerPoint, Excel (Pivot Tables, VLOOKUP)