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@taliavicente
Aspiring financial advisor passionate about empowering women through finance.
As a recent graduate from Bryant University with a Bachelor of Arts in Economics and a minor in Political Science, I have developed a strong foundation in financial analysis and strategic planning. My academic achievements, including a cumulative GPA of 3.65 and recognition on the Dean's List, reflect my dedication to excellence. I have also co-founded the Wealth Wise Women's Community at William Joseph Capital Management, where I focus on empowering women through personalized financial planning and education.
In my role as a Financial Advisor Representative, I leverage my in-depth knowledge of equity and fixed-income markets to provide clients with strategic investment advice. My experience as a Financial Analyst and Compliance professional has honed my skills in analyzing client portfolios and ensuring compliance with SEC regulations. I am passionate about fostering a supportive environment for women in finance and am committed to enhancing their financial confidence and independence.
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Work history, roles, and key accomplishments
William Joseph Capital Management
May 2024 - Present (1 year 6 months)
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.
William Joseph Capital Management
Nov 2023 - Present (2 years)
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.
William Joseph Capital Management
Sep 2022 - Present (3 years 2 months)
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.
Loomis Sayles & Company
Jun 2022 - Present (3 years 5 months)
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.
L'Oréal
May 2022 - Present (3 years 6 months)
Connected with corporate finance industry experts on various areas of focus within the field. Gained insights into professional development in a corporate setting.
The Women’s Network
Apr 2022 - Present (3 years 7 months)
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.
Loomis Sayles & Company
Sep 2021 - Present (4 years 2 months)
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.
Degrees, certifications, and relevant coursework
Bachelor of Arts, Economics & Political Science
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.
Bachelor of Science in Business Administration, Finance
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.
Certificate, Entrepreneurial Leadership and ESG
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.
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