Anthony Berardi

Permanent Residence: Wheaton, IL | College Residence: Dubuque, IA

630-962-4813
Anthony.Berardi@loras.edu
Education
Loras College (Dubuque, Iowa)
 Economics and Finance Majors
 Financial Planning & Wealth Management Minor
 3.637 GPA
 Graduating in the Spring of 2020
Work Experience
Core Investments Intern Winter 2019-
 Client Meetings
o Shadowed individual client meetings with financial advisors
 Aided in merger of two financial planning firms
o Worked with Nations Financial (Broker-Dealer) and a team of three individuals to help transition
assets under management
o Physically filed transitioning advisor’s retirement plans and qualified plan summaries
 Learned how to use and operate a wide variety of CRM and financial software
o Helped reallocate portfolio holdings in Morningstar Advisor Workstation
o Transitioned clients on CRM software from Redtail to SmartOffice
o Electronically backed up data from SmartStation to office’s shared Z drive
o Ran retirement forecasting on SmartStation’s Envision software and MoneyGuidePro
Loras College Fall 2019 Macro Economics Tutor

IWI Motor Parts Intern Summer 2018

 Detective Control Operations
o Cross checked inventory management software information with physical inventory counts
 Corrective Control Operations
o Reorganization of warehouse sections to decrease the time consumption and number of worker
errors
 Forecast Consumption
o Learned about the influence that macroeconomics has on a business
o Learned about seasonal period forecast consumption
 Shipping
o Pulled product store orders for freight shipments to other IWI Warehouses
o Pulled pick ticket orders for shipments to various IWI customers

Fig Partners Investment Firm Intern Summer 2017

 Assisted a Senior Fixed Income Salesman on a BWIC (Bid Wanted in Competition) on CMO Securities
 Worked with FIG’s Capital Markets group
o Sent out sales decks to potential investors (and NDA’s if they wanted to participate in the deal)
o Pulled data from SNL into Excel in order to analyze certain banks
 Assisted in the mechanics of converting a mutual savings bank into a full stock company
o Heritage Bank NOLA and East Wisconsin Savings Bank

District 200 Before and After School Care Program Aide August 2014- May 2016
 Aided children with homework, provided children with snacks, communicated with parents
Relevant Course Work
 CIT 110- Computer Info Technology
o Proficient in Microsoft Office Suite
 BUS358- LIFE Portfolio Application
o Managed a $300k portfolio of Loras College’s endowment money with a team of peers
o Used Thomson Reuters Eikon

References Available Upon Request

 Anthony Berardi
Permanent Residence: Wheaton, IL | College Residence: Dubuque, IA
630-962-4813
Anthony.berardi@loras.edu
o Evaluated stocks using the Dividend Discount Model, Free Cash Flow Model, and the Residual
Income Model
 BUS395- Topics: Financial Plan & Risk Management
o Created and presented a financial plan based on a case scenario
o Used TrueProfile, Riskalyze, eMoney, and MoneyGuidePro
 Member of Loras College’s Noonan School of Business
o Inaugural member of Loras’s new Financial Planning and Wealth Management minor
o Working towards CFP© Designation (Will be sitting for the exam in June of 2020)
o Current VP of Loras College’s FPA Chapter)
Volunteer Work: Extracurricular Activities
 Loras College DuHealth Homecoming 5k  Three year Loras College Men’s soccer starter
 Taste of Dubuque  One year Starter for Union Dubuque in the
 Washington Middle School (Dubuque, IA) United Premier Soccer League
Mentor Licensing
 Restoration of a Loras College Campus House  SIE Exam

Software Experience
 MoneyGuidePro  Riskalyze  SmartStation
 Emoney  Redtail  ByAllAccounts
 Envision  SmartOffice  Albridge
 Docupace  