Andrew Gatti
Project Intern @Northstar Wealth Management
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WORK HISTORY
Project Intern @Northstar Wealth Management
Bloomington, MN, US
Focused on client communications, organizing for client meetings, and completing projects to help increase efficiency and practicality in the firm’s processes. • Utilized Charles Schwab’s portfolio rebalancing service named “iRebal” to fully automate investment portfolio rebalances for all 60 client households. Customized the service by creating and importing specific asset allocation models for each client household as well as importing over 300 securities into the system and classifying them into each of the asset allocation models.• Researched and set up a password manager and VPN through “Dashlane” to help comply with the new cybersecurity standards from the SEC. Changed and stored over 100 passwords using the new random password generator to help shield the firm from cyber-attacks on their software.
EDUCATION
University of Wisconsin-Madison
Bachelor of Business Administration - BBA
ABOUT ANDREW GATTI
Student at University of Wisconsin-Madison
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