Mario Lapadula

Highly analytical and detail-oriented financial advisor with five years of portfolio management, risk assessment, financial modeling, and client relationship building resulting in being top performing advisor for two consecutive years. Strong background in mathematics and statistics, focus on actuarial science. Facilitate the interpretation and communication of complex data to diverse stakeholders, resulting in successful financial outcomes for clients.

Succeeded in building a clientele base of $25M assets undermanagement providing financial planning, portfolio management, and insurance services to solve any financial queries for 100+ clients. 

• Monitoring financial market environment and risk model performance to effectively execute risk management strategies, resulting in an average of 180% improvement in portfolio volatility metrics.
• Assisting in recommending and implementing appropriate insurance policies for clients to protect against potential financial loss, and integrated insurance into overall financial plans to meet specific goals.
• Modelling long-term strategic plans for individual clients, using accurate data entry & data analytics to drive decision making and recommendations.
• Coordinating with senior management to research the sustainability of numerous asset classes such as public and private equity, fixed income, currencies, and commodities leading to an average annualized return of 9.5%.
• Organizing tax efficient investment portfolios with investment policy statement to ensure best after-tax return based upon client’s risk tolerance resulting in an average tax savings of $40,000 annually.
• Demonstrating ability to effectively communicate and explain complex financial concepts and data to non-technical prospects and clients in an easy-to-understand manner that resulting in a 25% signing rate among new prospects.
• Providing upstanding, professional, and positive customer service to every client that resulted in 93% client retention rate over a 5-year period.
• Following federal and provincial securities and insurance compliance policies and regulations to ensure compliance in all aspects of financial advising and portfolio management resulting in being award Best Business Ethics and Practices for 2 consecutive years.

Honours Bachelor of Arts in Mathematics for Commerce Actuarial Stream

Minors in Economics

York University Toronto, ON

• Focus on statistics, data analysis, financial modelling, and computer science.
• Participated in York University Actuarial Science Club, ASNA Case competition contestant.