Talia Vicente

Co-founded the Wealth Wise Women's Community, a platform dedicated to empowering women through personalized financial planning and education. Developed and implemented tailored financial strategies and educational resources, fostering a supportive environment.

Leveraged in-depth knowledge of equity, fixed-income, and commodity markets to provide clients with strategic investment advice. Demonstrated exceptional expertise in legal and compliance matters, ensuring strict adherence to regulatory guidelines.

Analyzed client holdings to determine suitability for portfolios based on risk analysis and personal investment goals. Conducted comprehensive audits of the company’s financial operations, investment activities, and reporting processes to ensure SEC compliance.

Evaluated client credit data and financial statements to assess risk. Prepared detailed reports about the degree of risk involved in lending money to specific securities.

Connected with corporate finance industry experts on various areas of focus within the field. Gained insights into professional development in a corporate setting.

Part of a 30,000-member community focused on leadership development and networking for collegiate women. Created a diverse executive board team, organizing events, speakers, and collaborations with other women-led groups.

Collaborated with research analysts, macro strategists, and portfolio managers on data findings. Researched MSCI articles and constructed variance analyses on MSCI ratings versus internal ESG ratings for different companies.

Grade: 3.65

Activities and societies: Honors Program, Women’s Rowing, Student Government Court Justice, DECA, The Women’s Network, Smart Women in Finance, ALPHA ALPHA ALPHA Honors Society, Tri Sigma Sorority, Finance Association, Economics MyPath Ambassador, Omicron Delta Epsilon Economics Honors Society

Graduated with a Bachelor of Arts in Economics and a minor in Political Science. Recognized with the Dean's of Arts and Sciences Award and Dean's List honors. Awarded for Outstanding Scholarly Achievements in the Form of an Oral Presentation.

Grade: 3.65

Activities and societies: Honors Program, Women’s Rowing, Student Government Court Justice, DECA, The Women’s Network, Smart Women in Finance, ALPHA ALPHA ALPHA Honors Society, Tri Sigma Sorority, Finance Association, Economics MyPath Ambassador, Omicron Delta Epsilon Economics Honors Society

Completed a Bachelor of Science in Business Administration with a focus on Finance. Achieved a cumulative GPA of 3.65 and was recognized on the Dean's List. Participated in the Bryant IDEA Program Cohort and was a USSIF Peter DiSimone 2022 Scholar.

Activities and societies: Completed a materiality matrix by interviewing employees, conducting research on Loomis Sayles competitor's benchmarks, and incorporating SASB framework to provide recommendations to the company CEO, head of ESG, and head of DEI for next steps regarding ESG

Completed a program focused on Entrepreneurial Leadership and ESG. Interviewed employees and conducted research on Loomis Sayles competitor's benchmarks.