Mario Bollo

Mario Bollo

Social Event Coordinator

Followers of Mario Bollo2000 followers
location of Mario BolloCharlotte, North Carolina, United States

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  • Timeline

  • About me

    Workplace Wealth Advisor Trainee at UBS

  • Education

    • Seton Hall Preparatory School

      2016 - 2020

      Activities and Societies: Basketball Team National Honors Society

    • Penn State University

      2020 - 2024
      Bachelor's degree Finance, General Senior

      Activities and Societies: Pi Kappa Alpha

  • Experience

    • Pi Kappa Alpha International Fraternity

      May 2021 - Dec 2022
      Social Event Coordinator
    • CION Investments

      Jun 2021 - Aug 2021
      Summer Intern

      - Proactively monitored customer retention, organized filing systems, categorized sales and agreements, and improved regional client profiles via Microsoft Excel and Adobe Acrobat - Lead strategic efforts to enhance transactions within customer accounts and improved communication of broker sales territory information throughout the entirety of Internship- Participated in outreach calls with prospective and existing clients for up-sell opportunities- Navigated salesforce to seek prospective clients and conduct a list for regional sales directors Show less

    • David Ellis Catering

      May 2022 - Jun 2023
      Employee
    • Stifel Financial Corp.

      Jun 2023 - Aug 2023
      Private Wealth Management Intern

      - Supported a Private Client Team that manages money for high-net-worth individuals - Generated quarterly reports that were presented to current clients- Conducted research and analyzed possible investment opportunities through a multitude of industries including private equity, mutual funds, venture capital, and much more- Participated in educational calls with companies on the future of markets and their own respective product offerings - Contributed to weekly team meetings where market conditions, private equity, asset management, structured products, and hedge fund were discussed Show less

    • UBS

      Jul 2024 - now
      Workplace Wealth Advisor Trainee
  • Licenses & Certifications

    • Series 66

      Oct 2024
    • Series 7

      Aug 2024
    • Bloomberg Market Concepts Certificate

      Bloomberg
      Jul 2023
      View certificate certificate