Connor Pilosi
Fresno
Summary
Dynamic financial advisor with experience shadowing my Father, adept at crafting personalized investment strategies and fostering strong client relationships. Skilled in risk assessment and market analysis, I effectively managed diverse portfolios, enhancing client satisfaction and loyalty. Proven ability to educate clients on financial products, driving informed decision-making and successful outcomes. I constructed excel spreadsheets per client on their account performance. Can effectively analyze the market using fundamental and technical analysis to suggest specific securities or investments. Beneficially restructured clients portfolios to align with client's risk tolerance and to avoid over concentration.
Overview
9
9
years of professional experience
Work History
Job Shadow Experience Financial Advisor
Father
Clovis, CA
01.2024 - Current
- Developed personalized financial plans tailored to client needs and goals.
- Analyzed market trends to provide informed investment advice.
- Educated clients on financial products and investment strategies.
- Monitored portfolio performance and recommended adjustments as necessary.
- Established strong client relationships through effective communication and trust-building.
- Assisted in preparing detailed reports on financial status for client review.
- Coordinated client meetings to discuss financial progress and future planning initiatives.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Used Fundamental and Technical Analysis for security or investment recommendations.
Restaurant Waiter
Max's Bistro and Bar
Fresno, CA
09.2016 - 06.2021
- Provided exceptional customer service, ensuring guest satisfaction and repeat business.
- Collaborated with kitchen staff to deliver timely and accurate food orders.
- Managed multiple tables efficiently, prioritizing tasks during peak hours.
- Trained new waitstaff on menu items, service protocols, and customer engagement techniques.
- Showcased teamwork skills by coordinating with other coworkers during peak hours.
Education
Bachelor of Arts - Finance
Fresno Pacific University
Fresno, CA12-2026
Associate of Arts - Business Administration
Clovis Community College
Clovis, CA06-2021
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Financial advising
- Risk assessment
- Asset allocation
- Investment management
- Technical analysis
- Fundamental analysis
- Market analysis
- Client and Customer relationship management
Timeline
Job Shadow Experience Financial Advisor
Father
01.2024 - Current
Restaurant Waiter
Max's Bistro and Bar
09.2016 - 06.2021
Bachelor of Arts - Finance
Fresno Pacific University
Associate of Arts - Business Administration
Clovis Community College