Christina Luddeni is an MBA student at Iona College with experience in finance, operations, and wealth management. She has interned at Strategic Retirement Group, Likeable Local, and Siller & Cohen Family Wealth Advisors. Luddeni also has experience as Treasurer of Psi Kappa Theta and as a Broker Assistant. She maintains a 3.8 GPA in her MBA program and holds technical skills in programs like Morning Star, Red Tail, QuickBooks and Excel.

1. Christina Luddeni
237 Bay41 Street Brooklyn, NY11214  Phone: 917-535-0258  E-Mail: Cluddeni@yahoo.com
Profile
Dedicated and hardworking MBA student with good time management and excellent analytical skillsto utilize academic
background and strong interest in wealth management and the financial world.
Education
Iona College - Hagan School of Business(AACSB Accredited), New Rochelle, NY
MBA in Financial Management and Certificate in Project Management, GPA 3.8 Expected: June 2016
BBA in Finance, GPA:3.6 June 2015
Experience
StrategicRetirement Group, White Plains,NY September 2015- Present
Intern
 Research, analyze, and monitor plan investmentsin preparation for client quarterlymeetings
 Assist with benchmarkingplan design features, fees, and services
 Facilitate provider and asset management due diligence projects
 Create materialsfor DB and DC plan review meetingsproviding essential support to SRG’s Consultants
Likeable Local, New York, NY May 2015- August 2015
Finance & Operations Associate
 Developed and executed an efficient billingand recordkeeping system to monitor revenue for growing company
 Efficiently coded and reconciled bank and credit card transactions utilizing QuickBooks
 Prepared financial statementsand reportsfor the company & investors
 Assisted Director of Finance in analysisof financial statements& budget preparation forecastingfor future
quarters
Siller & Cohen FamilyWealth Advisors,Rye Brook, NY September 2014- December 2014
Intern
 Collaborated with 8 internsto maintain Redtail Database to ensure accuracy of current client information
 Updated quarterlyreportson Omni Source to monitor activityof clients’portfolios
 Generated CrummyLetterstoremind insurersof upcoming premium payment
 Ran Morning Star Reportsfor companies that clientswere invested in to stay knowledgeable of stock market
trends
Treasurer, Psi Kappa Theta August 2013- August 2014
 Created multiple budgetsfor each semester for alumni events, charitywork, and recruitment
 Collected and maintained the paymentsof $100 from each member per semester
 Managed accounts payable for each of our charity events
 Scheduled & coordinated charitywalks for causesof interest
Bedford FundingCorp., Brooklyn, NY
Broker Assistant May 2013- August 2014
 Demonstrated proficiencies in telephone/front-deskreception, and billingsoftware
 Maintained, checked, and sent underwritingdocumentation tovarious banksfor approval of loan information
 Interacted with approximately4 bankswhen verifyingloan information
Iona College Health Center, New Rochelle, NY
Office Clerk September 2011- May2015
 Completed administrative taskssuch as answeringphones, schedulingappointmentsand takingmessages
 Escorted patientsto treatment room ensuringtheir comfort
 Reviewed confidential patients’records and filed accordingly; manuallymaintained organized system
Skills
General: Organized, StrongCommunication Skills, Detail Oriented, Leadership
Technical: Morning Star, Red Tail, OmniSource, QuickBooks, Excel, Encompass 360, Microsoft Word, PowerPoint, Outlook
Leadership Experience
Psi Kappa Theta
 New Member Educator August 2014- May 2015
 Recruitment Chair August 2012- August 2013