Robert Ricci

Portsmouth, New Hampshire, United States

445 followers

Timeline
About me
Financial Advisor at Equitable Advisors. Graduate of UNH with a Masters of Finance. Driven, knowledgeable, and eager to learn.
Education
- Unh peter t. paul college of business and economics
  2022 - 2023
  Master's degree finance
- University of new hampshire peter t. paul college of business and economics
  2019 - 2022
  Bachelor's degree international business and economics
Experience
- Atlantic grill
  Jun 2015 - Aug 2018
  Food server
  Worked bussing tables and serving food to customers. Worked as a team with co-workers to prepare for shifts and clean after closing. Tended to any customer requests.
- 900 degrees neapolitan pizzeria
  May 2018 - Aug 2018
  Food server
  Took customer orders and served food. Helped run dishwasher, bring other servers' food out to customers, and engage in other teamwork.
- Rbc wealth management
  Jun 2021 - Aug 2021
  Wealth management intern
  Performed market research for Financial Advisors. Set up more than 500 Wealth Plans that encompassed roughly $1.5 billion in assets.
- Equitable advisors
  Jun 2023 - now
  Financial advisor
Licenses & Certifications
- Securities industry essentials (sie)
  Finra
  Jan 2023
- Series 66
  Finra
  May 2023
- Series 7
  Finra
  Jul 2023
- Life, accident, and health insurance certification
  State of new hampshire
  Feb 2023
- Bloomberg for education - market concepts terminal certification
  Bloomberg lp
  Jul 2021