Bryce Gomez

Property Manager

2000 followers

Boston, Massachusetts, United States

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Timeline
About me
Associate at Prosperian Wealth Management
Education
- Berkshire School
  2015 - 2018
- Indian Mountain School
  2014 - 2015
- Marist College
  2018 - 2022
  Bachelor's degree Finance, General
Experience
- Mt. Tom Estate
  May 2016 - Aug 2020
  Property Manager
  Utilized time management skills to independently oversee and complete tasks at multiple working sites.
- Bernstein Private Wealth Management
  Jun 2021 - Aug 2021
  Private Wealth Summer Intern
- Bernstein Private Wealth Management
  Jun 2022 - Oct 2022
  Associate
  • Facilitated conversations with clients to resolve any issues and inquiries in a friendly and professional manner.• Conducted regular market research to stay abreast of current trends and developments.• Performed financial forecasting and modeling for client portfolios.• Analyzed portfolios, prepared for client meetings, and handled account creation and maintenance.• Consulted with various business groups to provide an exceptional client experience.• Completed various trainings and courses to develop and maintain strong working knowledge of the job.• Tailored individual financial plans and portfolios based on specific client needs and requirements. Show less
- Salisbury Central School
  Jan 2023 - Jun 2023
  Building Substitute
  • Collaborate with other teachers and staff to share information and educational tactics.• Author and deliver regular reports to teachers detailing classroom activities, achievements, progress, and any incidents.
- Acceler8 Talent
  Jul 2023 - Apr 2024
  Researcher
- Prosperian Wealth Management
  Apr 2024 - now
  Associate
Licenses & Certifications
- Bloomberg Market Concepts
  Bloomberg LP
  Dec 2021
- Certified Paralegal (CP)
  Marist College
  May 2022
- SIE
  FINRA
  Aug 2022
Honors & Awards
- Awarded to Bryce Gomez
  The David Shumway Barrett ‘59 Memorial Prize for Perserverence Berkshire School This prize was established by David Barrett’s family and friends to recognize perseverance in both hockey and the classroom. It is given to the underform boy and girl who reflect the same spirit, determination and drive that David displayed throughout his life, and whose character mirrors the values to which he held fast.
Volunteer Experience
- Skills Coach
  Issued by SALISBURY YOUTH HOCKEY INC on Dec 2022
  Associated with Bryce Gomez