1. THOMAS ANTONUCCI .
805 Rathbun Avenue, Staten Island, NY 10309 w (718)-877-4622 w tomanton@udel.edu
https://www.linkedin.com/in/thomas-antonucci-b00700a6
EDUCATION:
University of Delaware, Newark, DE
Expected Graduation Date: Spring 2018
• Bachelor of Science Finance - 3.2 GPA
• Dean’s List Spring 2015, Spring 2016
Envestnet Institute on Campus Program March 2016- April 2016
• Online wealth management certification program through Wheelhouse Analytics and Money Management Institute
• Gained relevant and practical training on investment management and how to succeed in the industry
• Learned the essential language of investment management as well as its ever-changing products and technologies
WORK EXPERIENCE:
National Life Group- Staten Island, NY June 2016- Present
Title: Financial Planning Intern
• Analyze and prep client portfolios using Jackson financial software
• Compile information for quarterly and annual client reviews, prepare investment summaries for clients through various
MS Excel spreadsheets
• Create life insurance illustrations and enter data into Morningstar program to propose asset allocation reports
• Construct multiple excel spreadsheets benchmarking client’s portfolio values to the S&P 500
• Reviewed confidential questionnaires and organized them into financial models presented to clients to develop efficient
financial planning strategies
Tropical Smoothie Café- Staten Island, NY June 2016- July 2016
Title: General Staff Member
• Prepared food and smoothies for customers; organized ingredients and culinary equipment
• Operated register and took orders; communicated with customers to provide a welcoming dinning experience
• Marketed for the grand opening, promoted future potential customers, and established business and community
partnerships with cross-promotions
• Delivered orders to customers and multiple businesses while continuously providing excellent customer service
Pershing LLC, A BNY Mellon Company- Jersey City, NJ July 2015- August 2015
Title: Summer Intern
• Enable hedge funds, independent broker dealers and private equity firms to on board assets into broker dealer accounts;
developed relationships with senior managers in the Alternative Investments Department
• Completed asset movement into Alternative Investments accounts by leveraging Pershing’s Broker Work Station,
NetEx360
• Gained experience in a strong business setting; developed business skills working across the back-office and front
office of financial services firm with over $1.6 billion in revenue
• Participated in quarterly regulatory audits
EXTRA-CURRICULAR ACTIVITIES:
• Financial Management Association August 2015-Present
• Video Game Tournament Club; Tournament Organizer August 2014-Present
-Facilitate and organize large video game tournaments; assist entrants consisting of nationally ranked players
• Intramural Volleyball, Basketball, Wallyball, and Ultimate Frisbee August 2014-Present
• Blue Hen Leadership Program September 2015-May 2016
-Attended and participated in various interactive workshops, conferences, guest speakers, and cultural events focusing
on personal leadership development and the application of the ‘five practices of exemplary leadership’
• Community Chair August 2015-May 2016
-Ran and planed events for about forty students on a college residence hall floor