Me
Name
Daniel Vilotti
My Sites
General Experience
Industry
Accounting/Banking/Finance/Insurance
Employment History
The Department of Housing and Urban Development / Intern
Employer
The Department of Housing and Urban Development
Position
Intern
Dates
July, 2003 - November, 2010
Job Category
Full Time
Responsibilities
Presidential, , DC | · Assisted the Deputy Secretary in ensuring that budget was being used in accordance with Congressional intent · Maintained Grantee databases LICENSES, CERTIFICATIONS & CLEARANCE · Department of Defense Secret Clearance · Series 7, Series 66, Series 31 PROFESSIONAL SKILLS Microsoft Excel; Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Visual Basic, Visio, Bloomberg, SAP, Hyperion, Excellent written and verbal communication skills
Citigroup / Intern
Employer
Citigroup
City & State
New York, NY
Position
Intern
Dates
July, 2004 - November, 2010
Job Category
Full Time
Responsibilities
Wintel Integration Department | · Helped to build computers and servers according to Standard Operating Environment (SOE) · Deployed Computers to assigned locations, provided support in network set-up and maintained inventory · Attended numerous meetings in all departments to understand the different facets of the business
Morgan Stanley / Financial Advisor
Employer
Morgan Stanley
City & State
Washington, DC
Position
Financial Advisor
Dates
June, 2005 - June, 2006
Job Category
Full Time
Responsibilities
| · Produced financial models, including the capital asset pricing model, performed financial analysis and asset allocation assessment for clients · Performed due diligence in planning and implementing investment plans based on client objectives · Cultivated business development through various prospecting and client service campaigns · Processed transactions involving stocks, bonds, mutual funds and other investment vehicles
PNC Bank / Investment Accountant II
Employer
PNC Bank
City & State
Wilmington, DE
Position
Investment Accountant II
Dates
October, 2006 - October, 2008
Job Category
Full Time
Responsibilities
| · Analyzed financial statements and general ledgers for mutual funds · Completed Schedules of Investments (SOI) and financial statements for complex funds, including multi- class fixed income funds · Consistency uncovered and recommended opportunities for workflow improvements and process efficiencies · Liaised regularly with portfolio managers regarding their mutual funds, including SOI's and financial statements · Became proficient in all areas of the financial reporting process, including SOI preparation and compliance
Nordstrom / Sales Associate
Employer
Nordstrom
Position
Sales Associate
Dates
November, 2008 - February, 2009
Job Category
Full Time
Responsibilities
| · Leveraged strong communication, sales and customer service skills to consistently be named among the top sales associates · Recommended, selected and helped locate merchandise based on customer needs
Financial Analyst Consultant
City & State
Washington, DC
Position
Financial Analyst Consultant
Dates
May, 2009 - October, 2010
Job Category
Full Time
Responsibilities
in the DoD Office of the DCMO at the Pentagon | · Perform program analysis, contract analysis and provide recommendations to improve the financial performance of the organization · Prepare financial reports, metrics and necessary deliverables for client approval · Monitor financial plans, including budgets and schedules to meet program requirements · Support clients in initiatives to make the DoD operate more efficiently · Provide support to clients through ad-hoc analysis
Education History
Institution
College of Business Administration
Institution type
COLLEGE
Education type
B.Sc
Major/Certification
Economics
Institution
The Pennsylvania State University
Institution type
UNIVERSITY
General Skills
Expert Level
Professional Services, Organization, Budgets, Support, Communication, Customer Service, Financial Statements, Mutual Funds, Financial Analysis, Computers, Budget, Clearance, Excel, and Microsoft Word
Strong Proficiency
Financial Reports, Metrics, General Ledger, Investments, Workflow, Business Development, Prospecting, Visual Basic, and Hyperion
