Daniel Falcone

Financial Advisor & Technology Specialist at Veritas Boston
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Boston, US

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Credentials

  • Bloomberg BMC
    Bloomberg
    May, 2018
    - Sep, 2024
  • Cisco IT Essentials
    Cisco
    May, 2014
    - Sep, 2024
  • Series 65
    FINRA

Experience

  • Veritas Boston
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor & Technology Specialist
      • Nov 2021 - Present

    • Wealth Management Associate & Technology Specialist
      • Aug 2020 - Present

  • University of Massachusetts Lowell
    • United States
    • Higher Education
    • 700 & Above Employee
    • Information Technology Student
      • Jan 2019 - Aug 2020

      Client facing lv 1 tech responsible for end account management and user configurations within active directoryWorked with VMware systems and maintaining user certifications and authorizations to VM poolsDocumented all instances with troubleshooting methods and results in ticketing system (web help desk)Preformed a variety of software support and configuration on both Windows and Mac OS Client facing lv 1 tech responsible for end account management and user configurations within active directoryWorked with VMware systems and maintaining user certifications and authorizations to VM poolsDocumented all instances with troubleshooting methods and results in ticketing system (web help desk)Preformed a variety of software support and configuration on both Windows and Mac OS

  • MFS Investment Management
    • United States
    • Investment Management
    • 700 & Above Employee
    • Corporate Treasurer Co op
      • Jul 2019 - Jan 2020

  • Putnam Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Analytical Services Business Analyst Co-Op
      • Jul 2018 - Dec 2018

  • Brockton Public Schools
    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Data Entry Assistant
      • Mar 2017 - Mar 2018

      Entered and analyzed purchase orders to locate errors in billing “Saved company over $10,000”Entered data into Excel and TableauCreated informative graphs and visuals by analyzing data

    • IT Intern
      • Jun 2014 - Aug 2017

      Lead projects given by director of ITDelegated tasks to 15 interns to meet objectives deadlinesWorked with head technicians to trouble shoot complex problems

Education

  • University of Massachusetts Lowell
    Bachelor of Science in Business Administration, Finance and Managment Information Systems
    2015 - 2020

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