Marc Connuck

Financial Professional

Phone: 215-***-****

Address: *** ******* **

131

King of Prussia, PA 19406

Email: adiwha@r.postjobfree.com

Wealthcare Capital Management

Investment Analyst

August 2019 - Present

Acts as an investment consultant for Wealthcare's existing advisor base by providing portfolio diagnostics, solutions and marketing support

Supports the sales and business development team by providing new investment advisors guidance on Wealthcare's products and processes

Researches new investment opportunities, presents to portfolio managers, and makes recommendations. Investment opportunities range from public mutual funds and ETFs to alternative investments such as opportunity zone funds, hedge funds and private equity vehicles

Supports the trading and operations team when necessary by ensuring that trade orders and product changes are implemented in an efficient and compliant manner

Vanguard

Investment Professional

October 2017 - August 2019

Provided investing solutions to new and existing Vanguard clients in order to maximize the chance they would reach their unique investment goals (e.g. retirement planning). Investing solutions included screening client portfolios to ensure their investments were suitable given goals and market conditions while working with them to build portfolios of Vanguard mutual funds

Clearly conveyed financial information to clients with varying degrees of financial acumen. Conversations would range from explaining what fixed income products are and their importance within a portfolio to conversing about various factors

Worked with a team to develop process maps in order to identify inefficiencies and standardize work flows across the department

Brakenridge Fellowship

Research Fellow

May 2016 - October 2016

The Brackenridge Fellowship program granted me an opportunity to explore my own interests in an interdisciplinary environment. My research project compared the Chinese and Spanish economies in the 19th centuries to determine what qualities existed in both countries that delayed their economic development and industrialization. University of Pittsburgh

Bachelors of Science in Economics

August 2013 - April 2017

Python

Excel

CFA Level 2 Candidate (December 2020 / May 2021)

EXPERIENCE

EDUCATION

SKILLS AND CERTIFICATIONS

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