Mario Bollo

Experience

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  Pi Kappa Alpha International Fraternity

  May 2021 - Dec 2022

  Social Event Coordinator
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  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

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  David Ellis Catering

  May 2022 - Jun 2023

  Employee
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  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

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  UBS

  Jul 2024 - now

  Workplace Wealth Advisor Trainee