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Angelo Nicolosi Jr. is a seasoned financial analyst with 5+ years of experience in data analysis, financial reporting, and process improvement. He holds a Master of Science in Applied Economics from Boston College and a Bachelor of Science in Business Administration with a focus on Finance and Accounting from the University of New Hampshire. Angelo is proficient in data entry, spreadsheet management, and database management systems, and has experience with project management and cost analysis.

Credentials

  • Series 63
    NASAA
    Mar, 2024
    - Apr, 2026
  • Securities Industry Essentials (SIE)
    FINRA
    Jan, 2024
    - Apr, 2026
  • VITA/TCE Basic Certified
    Internal Revenue Service
    Jan, 2024
    - Apr, 2026
  • Envestnet Institute On Campus
    Envestnet, Inc
    Sep, 2023
    - Apr, 2026
  • Bloomberg Market Concepts
    Bloomberg LP
    Jun, 2022
    - Apr, 2026

Experience

  • Ice Cube Cold Storage
    • Fall River, Massachusetts, United States
    • Sales Financial Analyst
      • May 2024 - Present
      • Fall River, Massachusetts, United States

      -Deliver weekly financial reports for all facilities.-Maintain and report all plant metrics.-Account profitability analysis.-Assist Accounting and Sales departments as required.-Assisting with project management as required.-Document existing processes, workflows, and procedures, and help identify areas for improvement.-Developing ideas to improve business operations.

  • Raw Seafoods Inc.
    • Fall River, Massachusetts, United States
    • Financial Analyst
      • Jun 2023 - Aug 2023
      • Fall River, Massachusetts, United States

      As a Financial Analyst, my role revolved around digging into financial datasets to distill meaningful insights that fueled informed decision-making. My mission was to bridge the gap between raw data and strategic action. Through meticulous analysis and insightful reporting, I contributed to shaping the financial trajectory of the organization.

    • United States
    • Warehousing
    • 1 - 100 Employee
    • Data Specialist
      • Jul 2022 - Jun 2023

      As a data specialist, my primary responsibility was to efficiently and accurately enter, organize, and manage large volumes of data. I have a keen eye for detail and excel at maintaining data integrity. I am proficient in using data entry software, spreadsheets, and database management systems. My organizational skills, ability to meet deadlines, and proactive approach enable me to prioritize tasks and streamline processes. I collaborated effectively with colleagues to resolve any issues and ensure data consistency.

    • Finance Intern
      • May 2022 - Aug 2022

      Preformed cost analysis on different account types in order to make strategic decisions and present data to higher level management.

    • Forklift Operator and Inventory Control
      • May 2019 - May 2022

    • Custodian
      • May 2018 - May 2019

Education

  • 2024 - 2025
    Boston College
    Master of Science - MS, Applied Economics
  • 2020 - 2024
    University of New Hampshire
    Bachelor of Science - BS, Business Administration: Finance Option, Accounting Minor

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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