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Simson Musante

Simson Musante

Financial Advisor

Followers of Simson Musante576 followers
location of Simson MusanteNuremberg, Bavaria, Germany

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  • Timeline

  • About me

    Business Analyst | Power Query, BI, SAP | Empowering companies through data. | Digitalization & Optimization Expert | Mittelstand Consultant

  • Education

    • Isenberg School of Management, UMass Amherst

      2017 - 2019
      Bachelor of Business Administration - BBA Finance, General

    • Technische Hochschule Nürnberg Georg Simon Ohm

      2020 - 2022
      Master of Science - MS International Finance

    • Greenfield Community College

      2015 - 2017
      Associate's degree Business Administration and Management, General

    • Pioneer Valley Performing Arts Charter Public School

      2009 - 2015
      High School Diploma VISUAL AND PERFORMING ARTS

      Activities and Societies: Did pottery, painting, dance, and chorus alongside a regular academic schedule.

  • Experience

    • The Wealth Technology Group

      Jan 2013 - Jan 2013
      Financial Advisor

      Learned broadly about the personal finance industry and investment management process. Helped clients decide when to take social security benefits to maximize payout.

    • Sparkasse

      Jan 2014 - Jan 2014
      Bank Intern

      Developed industry knowledge in a rotational program; customer service, real estate investment site visits, and investment risk assessment consultations

    • The Mercantile - Northampton

      Aug 2014 - Feb 2016
      Retail Sales Clerk

    • ALM Enterprises, LTD

      Jan 2015 - Jan 2015
      Financial Analyst

      Contributed to an analysis of pricing structure feasibility in order to optimize occupancy demand.

    • Tea Guys

      Jul 2016 - Feb 2017
      Product Demonstrator

    • Greenfield Savings Bank

      May 2017 - Jul 2018
      Bank Teller

      Provided exemplary client services by processing deposits, withdrawals, cashier’s checks, and savings bond redemptions.Advised clients to best serve their needs and matched them with colleagues in lending and account management departments.

    • Pita Pockets

      Aug 2018 - Sept 2019
      Food Service Worker

    • Coopers Corner

      Sept 2019 - Feb 2020
      Retail Sales Associate

    • JJBP, LLC

      Apr 2021 - Nov 2021
      Business Analyst

      Private Equity Real Estate Portfolio Fund PPM Analysis: Analyzed fund PPMs, estimated cash-on-cash returns, and built a cashflow model for current yields, principal return, and fund waterfall characteristics.Private Equity Deal Due Diligence Document Restructuring Support: Hired by JJBP to assist in the organization of due diligence materials pertaining to the international merger of a SAAS company.Acquisition Modeling: Assisted in Due Diligence Analysis for Commercial storage facility contemplating expansion by creating a detailed line-item level analysis to model joint storage facility P&L/Valuation.Proforma risk-adjusted returns analysis: Created scenario analysis for the client on PE Funds, Expansion, and keeping status-quo investment portfolio. Show less

    • Technische Hochschule Nürnberg Georg Simon Ohm

      Apr 2022 - Oct 2022
      International Student Helper

      Worked with international students via email and zoom to help them navigate their student visa applications and to find living accommodations in Germany. Organized residency applications for students and provided translation services in English and German.

    • Rödl & Partner

      Jan 2023 - Jun 2023
      Associate

      TVR Team member - with a focus on Financial Due Diligence and valuation. Used Bloomberg, Capital IQ, and MergerMarket for Peer Group/Transaction/Trading Multiple Analysis. Pitchbook for Startup valuation/consulting projects.Projects:SaaS Company ValuationJV Merger Valuation/Financial Due Diligence Retail Store ValuationWorking in 2-6 Person project teams.

    • Sparda-Bank Nürnberg eG

      Mar 2024 - now
      Business Analyst

      Customer relationship management and development of KPI dashboards and monthly reports for management. Presentations on strategic recommendations to content and product teams.Email and lead campaign manager for an email list of 400k+. Tracking lead conversions, and optimizing bi-weekly, monthly, and quarterly campaigns for 10+ products based on the likelihood to convert. Automated dashboard for email and lead campaigns, reducing manual entry by 95% from ~4 hours to 20 minutes per week. Increased lead conversion visibility, and guided the Sales Team towards more consistent, higher conversion campaigns. Product Owner (PO)Automated real estate pipeline via KPI dashboard for bank-wide reporting on active RE leads. (PO)Client Products+Interests Assessment - Provided visibility to management for advisor lead nurturing and follow-up. KPIs include automated form tracking via PowerQuery, reducing manual processes from ~1.5 hours per month to ~10 minutes. (PO)Website traffic analytics via Webtrekk (PO)Analysis of multi-channel campaigns (social media, product email, newsletter, leads, appointments, generated sales) for bank-wide product campaigns. Show less

  • Licenses & Certifications

    • Real Estate Salesperson

      Board of Registration of Real Estate Brokers and Salespersons
      Jan 2020

    • Bloomberg Market Concepts

      Bloomberg LP
      Apr 2018

    • Basis Training - MicroStrategy 11.2 Webkonstrukeur

      Sopra Financial Technology
      Jul 2024

    • Training agree21IDA Grundlagen

      Atruvia AG
      Nov 2024

    • CFA Institute - 2021 Research Challenge - Local Participant Badge

      CFA Institute
      Jan 2021
      View certificate certificate

    • Microsoft Excel 2016 Comprehensive Exam

      Cengage Group
      May 2018
      View certificate certificate

    • Argus Software Certified (ASC)

      ARGUS Software Solutions
      Apr 2019