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Gerard Lacerte

Account Executive at Power Solutions, LLC
Intro Book
Seasoned finance professional with accounting, finance, and leadership expertise.
  • Claim this Profile
Location
Boston, Massachusetts, United States, US
Skills
  • Technical Consultation
  • Microsoft Office
  • Microsoft Excel
  • Powerpoint
  • Teamwork
  • Show all
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Bio

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Topline AI
Gerard Lacerte is a seasoned finance professional with a strong background in accounting, finance, and leadership. He has experience in various industries, including power solutions, commercial real estate, and financial services. He holds multiple certifications in financial analysis and modeling, and has a degree in Economics and Finance from Bentley University.

Credentials

  • Corporate Financial Statement Analysis
    LinkedIn
    Jan, 2021
    - Apr, 2026
  • Financial Modeling Certification
    FactSet
    Apr, 2016
    - Apr, 2026
  • Bloomberg Essentials Training Program
    Bloomberg LP
  • RI Accident and Health Producer
    Pearson VUE
  • RI Life Producer
    Pearson VUE

Experience

  • Power Solutions, LLC
    • Boston, Massachusetts, United States
    • Account Executive
      • Mar 2022 - Present
      • Boston, Massachusetts, United States

      Power Solutions LLC is a national vendor-agnostic solutions provider of power products and services for IT, manufacturing facilities, and telecommunications applications. As a value-added reseller for more than 20 different manufacturers, we help you configure the best solution for your specific application. With access to such a wide range of power products and services for both AC and DC applications, we offer customized turn-key solutions that simplify project execution and procurement with a single point of contact.

  • Capital One
    • United States
    • Financial Services
    • 700 & Above Employee
    • Commercial Real Estate Underwriter I
      • Mar 2019 - Mar 2022

      Commercial Real Estate - Fund Finance Group

    • Senior Credit Analyst, NFP Banking
      • Jun 2017 - Mar 2019

  • TD
    • Greater Boston Area
    • Commercial Credit Analyst
      • Jun 2016 - Aug 2016
      • Greater Boston Area

      Starting in June I took part in two weeks of intensive credit analysis training which covered accounting, finance, financial statement spreading, credit policy, cash flows, and debt service analysis. Upon completing training I spent my summer in Boston analyzing various companies in Middle Market and Not-for-Profit. My main tasks included spreading financial statements and completing annual reviews.

  • Northwestern Mutual
    • Providence, Rhode Island Area
    • College Financial Representative
      • May 2015 - Jan 2016
      • Providence, Rhode Island Area

      Working as a Financial Representative Intern contracted under the Northwestern Mutual Financial Network I successfully started and ran my own financial planning practice. Through the guidance of the full-time partners in the office I assisted my clients in acquiring financial security and reaching their short and long term financial goals.

  • Power Solutions, LLC
    • United States
    • Sales and Marketing Intern
      • May 2014 - Aug 2014
      • United States

Education

  • 2013 - 2017
    Bentley University
    Bachelor of Science (BS), Economics & Finance, Global Studies
  • 2009 - 2013
    Barrington High School

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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