Nicholas Fracasso
Finance and Marketing Intern @Halliday Financial
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WORK HISTORY
Finance and Marketing Intern @Halliday Financial
Glen Head, NY, US
Support a CFP team overseeing $400M AUM, updating client data and meeting prep within firm CRM and portfolio tools.Led a database and paced project that allowed weekly prospecting meetings, contributing to ~$1M in new assets per week.Building retirement income projections that integrate pensions, Social Security, and investment income to test sustainability and sequencing.Capture and summarize asset manager calls to inform model updates and client talking points across equity and fixed income.Assist with brand visibility efforts across print and digital to standardize client communications.
EDUCATION
Marist University
BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
ABOUT NICHOLAS FRACASSO
I\'m a senior at Marist University studying finance and marketing as a double…
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