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    Samantha Talucci is a 2020 graduate from Rollins College with a B.A. in Economics. She has internship experience at both Lenox Wealth Advisors and Magma Trading, where she conducted client reports, analyzed SEC filings, and assisted associates. Her skills include Bloomberg certification, Excel proficiency, strong communication abilities, and experience in financial modeling. She is also a varsity rower and former president of the Student Athlete Advisory Committee.

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    Samantha Talucci is a 2020 graduate from Rollins College with a B.A. in Economics. She has internship experience at both Lenox Wealth Advisors and Magma Trading, where she conducted client reports, analyzed SEC filings, and assisted associates. Her skills include Bloomberg certification, Excel proficiency, strong communication abilities, and experience in financial modeling. She is also a varsity rower and former president of the Student Athlete Advisory Committee.

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    21 views1 page

    Resume - Samantha Talucci - A

    Uploaded by

    api-507803721
    Samantha Talucci is a 2020 graduate from Rollins College with a B.A. in Economics. She has internship experience at both Lenox Wealth Advisors and Magma Trading, where she conducted client reports, analyzed SEC filings, and assisted associates. Her skills include Bloomberg certification, Excel proficiency, strong communication abilities, and experience in financial modeling. She is also a varsity rower and former president of the Student Athlete Advisory Committee.

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    SAMANTHA TALUCCI

    New York · (610) 688 2603


    samanthatalucci@gmail.com · linkedin.com/in/samantha-talucci-22090192

    EXPERIENCE
    MAY 2019 – AUGUST 2019
    INTERN, LENOX WEALTH ADVISORS
    Examined the current client experience and worked with different departments to develop the
    optimal planning resources. Findings included, building the millennial client, the wealth transfer in
    the next 30 years, as well as what millennials are investing in. In addition, generated client reports,
    catalogued information for HNWI using various software’s, and assisted associates in daily tasks.

    SUMMER 2018
    INTERN, MAGMA TRADING
    Fin-Tech start up located in New York City. Magma Trading is an alternative trading system built to
    enhance liquidity for broker-dealers. Analyzed SEC 606 reports examining routing practices for
    non-directed orders in U.S. exchange listed equity securities and options.

    EDUCATION
    MAY 2020
    B.A. IN ECONOMICS, ROLLINS COLLEGE
    President’s List: Fall 2019 Dean’s List: Spring 2019, Fall 2018
    Phil & Linda Roach Scholarship: 2019-2020
    Charles E. Rice Crew Scholarship: 2018-2020

    SKILLS
    • Bloomberg Market Concept Certification • Highly Organized
    • Expert in Microsoft Excel & PowerPoint • Team-Oriented
    • Strong verbal & written communication • Experience in financial modeling & analysis

    ACTIVITIES
    2016-2020
    VARSITY ROWER, ROLLINS COLLEGE CREW
    2017-2020
    PRESIDENT & TEAM REP, STUDENT ATHLETE ADVISORY COMMITTEE

    COURSE EXPERIENCE
    • Advanced Financial Instruments • Entrepreneurial & Corporate Finance
    • Macroeconomics & Microeconomics • Econometrics
    • Financial/Managerial Accounting • Statistics for Economics

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