Michael Rossi, CFP®
Financial Advisor at Intelligent Capitalworks- Claim this Profile
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Bio
Experience
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Intelligent Capitalworks
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United States
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Investment Management
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1 - 100 Employee
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Financial Advisor
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May 2023 - Present
Scottsdale, Arizona, United States
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Financial Planner
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Nov 2021 - Present
Scottsdale, Arizona, United States
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Planning Associate
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May 2021 - Nov 2021
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bp
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France
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Business Consulting and Services
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1 - 100 Employee
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Project Development Intern
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Jun 2020 - Aug 2020
Chicago, Illinois, United States Develop business case portfolio's for projects in the refinery. Perform engineering and economic calculations to prove project worth. Work with asset teams to develop projects that add the most value to the refinery.
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Process Safety Intern
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May 2019 - Aug 2019
Anchorage, Alaska, United States Build process safety dashboards that provide live data to assist engineers and operators to check and maintain unit health in upstream operations.
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Engineer Internship
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Jun 2018 - Aug 2018
Orem, Utah Generated decline curves to project oil well production. Performed title work on mineral rights and searched for expired oil and gas leases. Worked with team members to put together lease offers. Organized and recorded lease information in company database. Worked with team members to secure lease agreements.
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Education
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Villanova University Charles Widger School of Law
Master of Taxation (Candidate) -
Creighton University's Heider College of Business
Master of Investment Management and Financial Analysis -
NYU School of Professional Studies
Financial Planning Certificate -
Brigham Young University
Bachelor of Science, Chemical Engineering
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