AdvisorAdvisor Services Services
The studentstudent pprogramrogram at IMPACT®® 20192017
SStudenttudent rresumesésumés
The student program at IMPACT® At Schwab, we are committed to supporting the growth of the over $5 trillion Registered Investment Advisory (RIA) industry and advocating on the industry’s behalf to attract new talent. As part of this commitment, we created the Student Program at IMPACT.
Since 2008, this program has enabled nearly 1,000 students and faculty from universities with strong business, finance, and financial planning programs to attend Schwab’s premier RIA industry event. While students and faculty enjoy the full IMPACT experience, they also participate in special events and programs that are specifically designed to help students make connections with advisors. The Student Union, located in the Exchange, is a great place to meet students and learn about the universities’ programs. Below is a schedule of when faculty and students from each university will be in the Student Union to discuss their program with advisors.
Region University Date Time
Kansas State University Tuesday, Mid-West Michigan State University 11:00 a.m. – 11:45 a.m. PT November 5 Texas Tech University
Clemson University
University of Georgia Tuesday, Southeast 6:00 p.m. – 6:45 p.m. PT Virginia Tech University November 5 Winthrop University
Temple University
University of Akron Wednesday, Northeast 12:30 p.m. – 1:15 p.m. PT University of Delaware November 6 William Paterson University
Brigham Young University, Idaho Wednesday, West 1 University of Arizona 3:45 p.m. – 4:30 p.m. PT November 6 Utah Valley University
California State University, Fullerton Thursday, West 2 San Diego State University 9:45 a.m. – 10:30 a.m. PT November 7 University of California, Irvine
To further connect students and RIA firms, we are pleased to provide you with the resumes of the students attending IMPACT 2019 as our guests. Please feel free to peruse the resumes and reach out to students of interest to your firm.
Best wishes in your talent search. Student resumes by university
Student University Location Website resumes
Brigham Young University, Idaho Rexburg, ID byui.edu View
California State University, Fullerton Fullerton, CA fullerton.edu View
Clemson University Clemson, SC clemson.edu View
Kansas State University Manhattan, KS k-state.edu View
Michigan State University East Lansing, MI msu.edu View
San Diego State University San Diego, CA sdsu.edu View
Temple University Philadelphia, PA temple.edu View
Texas Tech University Lubbock, TX ttu.edu View
University of Akron Akron, OH uakron.edu View
University of Arizona Tucson, AZ arizona.edu View
University of California, Irvine Irvine, CA uci.edu View
University of Delaware Newark, DE udel.edu View
University of Georgia Athens, GA uga.edu View
Utah Valley University Orem, UT uvu.edu View
Virginia Tech University Blacksburg, VA vt.edu View
William Paterson University Wayne, NJ wpunj.edu View
Winthrop University Rock Hill, SC winthrop.edu View
IMPORTANT! Please Read: This listing of resumes from students attending IMPACT 2019 is intended solely for use by independent investment advisory firms that do business with Schwab Advisor Services™. The student program at IMPACT is designed to help educate and advocate for careers in the RIA profession, and connect college students with RIA firms. It provides no guarantees regarding the capabilities or suitability of students for employment. Please be aware of the following limitations: • Schwab does not make any representations or warranties concerning any of the students listed here and those attending the career fair, including without limitation, to the accuracy or completeness of their resumes or their ability to enter into or fulfill the requirements of any employment relationship. • Participation in the student program at IMPACT does not confer any certificate, credential, or evaluation on the participating student, and advisors should not construe their participation and inclusion in this listing as a recommendation to hire, an endorsement, or a sponsorship by Schwab. • You must decide whether to hire any individual and determine his or her appropriateness for you or your firm. • Schwab has not verified the information in any of the resumes and has not performed background checks or other due diligence on the students. Any verifications should be performed by your firm. Schwab Advisor Services™ (formerly Schwab Institutional®) serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. ©2019 Charles Schwab & Co, Inc. (“Schwab”). Member SIPC. All rights reserved. (1019-90JY) ELC96558-02 (10/19) Brigham Young University, Idaho
Faculty information: Students resumes by name:
Taft Dorman, Ph.D Addison Dickson Adjunct Faculty Larz Macfarlane [email protected] Anna Maiurnikova A DDISON D ICKSON [email protected] ● 360-367-6529 ● linkedin.com/in/addison-dickson6
EDUCATION
Brigham Young University – Idaho Rexburg, ID Bachelor Degree in Business Finance (GPA: 3.7/4.0) Expected Graduation: Dec 2020
Related Coursework Into to Business, Financial Accounting, Business Fundamentals, Spreadsheet Analysis for Business, Micro Economics, Macro Economics, Personal Finance,
PROFESSIONAL EXPERIENCE
Vivint Solar Lehi, UT PV System Designer Sep 2015 - Jul 2016 • Analyzed data from surveyors to create detailed designs for 3 or more projects every day. • Forecasted the ideal places for 12+ solar panels, depending on the size of house, to best benefit the customer • Evaluated problems and created solutions enabling projects to be completed on schedule • Corresponded with 5 outside offices when needed to improve workflow
LEADERSHIP, ACTIVITIES, HONORS
Memberships & Certifications Certified Financial Planner: Candidate Expected Exam: July 2021 Financial Planning Association: Student Member Feb 1, 2019 Awards & Recognitions Eagle Scout Award, BYU-I General Scholarship
Volunteer & Leadership
BYU-I Wealth Management Society Secretary Aug 2018 – Apr 2018 Treasurer Apr 2019 – Aug 2019
The Church of Jesus Christ of Latter-day Saints Des Moines, IA Volunteer Representative Feb 2013 - Feb 2015 • Conducted weekly instructional meetings and supervised 6-8 volunteers • Developed skills in planning, teamwork, vocal communication, and conflict resolution
ADDITIONAL INFORMATION
Soft Skills High level of integrity, adaptable, detail oriented, advanced problem solver, time management, organized, multi-tasking, collaborative, excellent communicator, responsible, self-starter,
Technical Skills Outlook, Excel, MoneyGuidePro
Brigham Young University, Idaho Larz Macfarlane Rexburg, ID | (801) 3198473 | [email protected] | www.linkedin.com/in/larzmac EDUCATION Brigham Young University - Idaho - B.S. in Financial Economics Anticipated Graduation: Dec 2019 ● Minor: European Languages through study of Danish, Swedish, Norwegian, and Spanish Boston University - Certificate in Financial Planning Anticipated Graduation: Sep 2019 WORK EXPERIENCE Larzmac, LLC - Financial Consultant - Rexburg, ID Mar 2016 – Present ● Generate $100k+ of annual passive revenue for clients ● Review client cash and debt management plans semi-annually Provo City School District - Financial Analyst - Provo UT Jun 2015 to Jan 2019 ● Automated workflows to program 20% of my position; reducing expenses and generating the funding for a new part-time support position ● Pioneered a financial literacy and planning program, resulting in increased participation in retirement funds ● Created a training system for all lead and financial secretaries, contributing to my receiving the Provo Way award for work outside my department ● Forecasted revenues and expenditures for programs across 18 sites on a GFoA award winning team Credit Corp Solutions, Inc - Debt Consultant -Sandy, UT Oct 2014 – Jun 2015 ● Successfully added clients to portfolio each month while being recognized as a top performer ● Compensated for being in the top 10% site-wide for reducing client’s debt totals, with average monthly reductions of 160% over each previous month for eight consecutive months.
LEADERSHIP & VOLUNTEER EXPERIENCE Brigham Young University - Idaho - Personal Finance Instructor - Rexburg, ID Jan 2019 to Present ● Weekly volunteer instruction for a rotating group of 14 students ● Taught modules on debt, budgeting, saving and charitable giving ● Counsel students on debt and budgeting in on-on-one in biweekly meetings BYU - Idaho Wealth Management Society- President - Rexburg, ID Jan 2019 - Present ● Lead a society of 38 students through personal financial portfolio case studies, using MoneyGuide Pro, Portfolio Visualizer, Morningstar, Riskalyze, and Excel ● Mentor a group of four senior planners to lead their groups of nine junior planners each Provo Education Foundation - Treasurer - Provo, UT Aug 2015 – Dec 2019 ● Created donor tracking and recognition system, resulting in increasing revenues by 30% ● Chaired a subcommittee of 5 to revise existing bylaws, improving recruitment by 50% ● Improved financial reporting through simplification, saving five minutes from every meeting Church of Jesus Christ of Latter-Day Saints - Danish Instructor - SLC, UT Sep 2012 – May 2018 ● Personalized language instruction while working remotely ● Taught a rotating group of up to 12 executives and their senior staff PROFESSIONAL CERTIFICATIONS & MEMBERSHIPS Certified Financial Planner (CFP): Candidate - Examination scheduled March 2020, experience completed eMoney Certified - eMoney Excel Spreadsheet Modeling Certified - Harvard Business Publishing National Association of Personal Financial Advisors (NAPFA) - Member Financial Planning Association (FPA) - Member Association for Financial Planning and Counseling Education (AFPCE) - Member Society of Financial Service Professionals (FSP) - Member
Brigham Young University, Idaho ANNA MAIURNIKOVA [email protected] | 801.875.2177 | https://www.linkedin.com/in/anna-maiurnikova Education Bachelor of Science: Business Finance Expected graduation: April 2021 Brigham Young University-Idaho Rexburg, Idaho • Related Courses: Excel Spreadsheet Analysis, Financial Accounting, Macro Economics • Senior Planner at the University Wealth Management Society Experience Accounting Intern December 2018 – April 2019 Vadim Garbar CPA, Inc. Chicago, Illinois • Increased efficiency by assisting 500+ clients with tax forms and instructions • Completed 50+ Forms 1099 • Assisted CPA with calculating tax-deductible business expenses
Customer Care Representative May 2017 – June 2018 Melaleuca, Inc. Rexburg, Idaho • Consistently met performance benchmarks leading to an average 95% on quality data rating • Trained 20+ new hires for a period of one year
Administrative Assistant October 2015 – October 2016 The Corporation of the Presiding Bishop Salt Lake City, Utah • Organized quarterly employee recognition events for up to 300 people resulting in stronger teams and improved job satisfaction • Successfully stream-lined the interview process for 10 managers
Program Coordinator May 2015 – October 2015 Career Services Center, LDS Business College Salt Lake City, Utah • Promoted to program coordinator within 3 months • Planned, initiated and managed meetings for 12 different collegiate programs • Recognized by President of the college for going above and beyond expectations • Interviewed students during mock interview weeks held by the Business College
Leadership & Service Senior Planner April 2019 –July 2019 BYU-I Wealth Management Society Rexburg, Idaho • Lead team of 7 junior planners in case studies, utilizing MoneyGuidePro • Facilitated intra team communication and relationship building, increasing team effectiveness Full-Time Volunteer Representative February 2013 – July 2014 The Church of Jesus Christ of Latter-day Saints Manchester, United Kingdom • Personalized 400+ lesson plans and strategies to help people reach goals • Supervised, motivated, and trained 24 full time volunteers in goal setting, leadership and conflict resolution
Personal • Technical skills: Microsoft Excel, eMoney, MoneyGuidePro, Redtail • Languages: Fluent in Russian
Brigham Young University, Idaho California State University, Fullerton
Faculty information: Students resumes by name:
David Nanigian, Ph.D., CFP® Carrisa R. Arias Assistant Professor of Finance and Director, Professional Alba Barrios Certificate in Personal Financial Planning Phillip Thomas Do [email protected]
657-278-4690 CARRISA R. ARIAS Fullerton, CA | 626-766-9900 | [email protected] https://www.linkedin.com/in/carrisa-arias-048746150
QUALIFICATIONS – Strong teamwork skills with an emphasis on planning and providing direction – Ability to initiate action and motivate individuals and groups – Excellent listening and comprehension skills – Outstanding time management – Focused communicator in speech and writing – California Licensed Insurance Agent – Proficient in Microsoft Word and Excel – Analyzes data and facts well – Keeps exceptional financial records – Ability to plan and lead a meeting – Innovative and articulate – High energy and Self-Motivated – Excellent student
EDUCATION Chaffey College- Rancho Cucamonga, CA Associate in Science Degree, Business Administration for Transfer May 19, 2019 Associate in Art Degree, University Studies Business and Technology May 19,2019 Associate in Art Degree, University Studies Social Behavioral Science May 19, 2019 • GPA 3.7 • Relevant coursework: Macroeconomics, Microeconomics, Small Group Communications, Financial Accounting, Managerial Accounting, Computer Information Systems, Business Law, Statistics, Business Calculus
Concorde College- San Bernardino, CA Associates in Science, Respiratory Therapy Graduated June 2009
EXPERIENCE Federal Deposit Insurance Corporation-Washington, DC June -August 2019 -Entry and organization of financials into Excel Spreadsheet -Navigated Adobe photoshop of various archives from the 1930’s -Collection and naming of specific economic archives to be used for research
World Financial Group Corporation- Corona, CA Insurance Agent, License # 0K51984 1/2016 – Present – Provides short- and long-term insurance, annuities, long term care, and disability insurance to families. Assisted individuals in budgeting and family financial planning. Agape-Mishpawt Foundation- Grand Terrace, CA (Dissolved) Chief Financial Officer 1/2016 – 12/2016 – Handled the non-profit financials. Recorded monies donated and managed expenses. Over looked the accounts. Riverside Medical Clinic- Riverside, CA Respiratory Therapist 8/2010 – 12/2015 – Performed diagnostic studies, including pulmonary function testing, sleep studies, and bronchoscopies for patients. Worked closely with pulmonologists to determine patient lung function and provide diagnoses.
AWARDS, HONORS AND ACHIEVMENTS – Active member of Phi Theta Kappa Honor Society 2018-Present – Recipient of Chaffey College Scholarship to H.A.C.U Conference (2017, 2018)
California State University, Fullerton Alba Barrios [email protected]
(949)300-9860
EDUCATION. . California State University Fullerton May 2020 degree Business Administration Double Concentration: CFP Exam : July 2020 -Personal Financial Planning -Real Estate EXPERIENCE CSUF Personal Financial Planning Program Fullerton, CA Student Assistant January 2019 - Present Secured $25,000 in external grant funding for program development activities Handle all event planning for a George Kinder Seminar event, Alumni Focus Group, Financial Planning Symposium and Pro Bono Financial Planning Day Perform outbound marketing activities to increase program enrollment by 100 and continue to raise awareness of the financial planning profession Modern Woodmen of America Fraternal Financial Laguna Hills, CA Summer Educational Internship May 2019- July 2019 Learned about the mission and objectives of a not-for-profit financial services company that is owned by the members of fraternal society expectations of a financial representative for Modern Woodmen of America , prospect sales leads and make the initial contact
CSUF Women’s Soccer Team Full-time Student-Athlete amed captain of the soccer team since my sophomore season importance of a strong team culture, how to work with teammates and also have the ability to take within a group time-management skills by balancing school work, extra curricular, part-time jobs with soccer trainings, games and traveling trips during the semester Financial Planning Association Student Community Club President Promote the importance of the financial planning to students at CSUF Unite students interested in careers in ersonal inancial lanning Explore the different careers within the financial planning industry Deliver financial literacy workshops for students outside of business majors
SKILLS
California State University, Fullerton Phillip Thomas Do 714-548-6810 | [email protected] |Garden Grove, Ca 92843
PROFESSIONAL SUMMARY Seeking a part me internship where I can contribute my a en on to detail and communicate my skills to the company.
EDUCATION California State University, Fullerton Expected Gradua on May 2020 Bachelor of Arts in Business Administration, Finance
RELEVANT EXPERIENCE Gear Coop Inc., Costa Mesa, CA August 2018 – Present Accountant Clerk/Inventory Analysis ● Manage and maintain bank statements and bank cash flows. ● Routinely cash sales from the store and outlet sales. ● Communicate with several departments regarding online sales and inventory, product analysis in order to ensure existing products
Raymond James, Lake Forest, CA April 2019 – August 2019 Financial Planning Internship ● Utilized questionnaires in order to assess and plan customer financial goals ● Conducted research on stock by examining various websites and financial models in order to obtain information on current markets. ● Oversaw clients investments funds.
Disneyland Resort, Anaheim, CA October 2015 – May 2018 Attraction Host/Custodial Busser ● Greeted guests entering the resort to ascertain any and all customer questions. ● Responded to guest concerns using a step by step approach, in order to resolve all issues timely and efficiently. ● Maintaining operation of attractions effectively and efficiently. ● Monitored data center and life safety systems generators in order to prevent any potential safety hazards. ● Followed company protocols for guest and cast members safety.
MEMBERSHIPS Accounting Society, Member September 2018 – May 2019 Finance Association, Member September 2018 – Present Financial Planning Association, Member September 2019-Present
SKILLS Business So�ware’s: Proficient in NetSuite Oracle. Marke ng Technology: Advanced proficiency in Facebook, Snap Chat, and Instagram. Microso� Office: Advance proficiency in Excel, Word, and PowerPoint.
California State University, Fullerton Clemson University
Faculty information: Students resumes by name:
Joshua Harris, MBA, Sarah Huie CFP®, AFC® Lecturer, Finance Department Matthew T. Terry [email protected] Brooke Whitaker
864-398-2927 Sarah Huie [email protected] | (864) 414-3318 Current Address: Clemson, SC 29632 Permanent Address: Greenville, SC 29609
EDUCATION Bachelor of Science – Financial Management December 2019 Minor – Accounting CFP Track SIE Exam Review Course Spring 2019 Clemson University GPA 3.57/4.0
WORK EXPERIENCE Summer Intern | Oak Advisors LLC Summer 2019 | Bluffton, SC • Assisted with client meetings • Experience with Junxture, Cheshire, Portfolio Center, and Schwab Institutional Services • Supported the operational team with day-to-day needs
Volunteer Income Tax Assistant Program Volunteer Spring 2019 | Pickens, SC • Prepare taxes for low-to-moderate income families
Sales Associate | Humble Roots LLC October 2017- May 2019 | Greenville, SC • Contributed to company’s earnings through learning about product and engaging with new customers to facilitate sales transactions at events
Manager and Lifeguard | Sweetwater Pool Company Summer 2017/2018 | Greenville, SC • Supervised a number of employees to maintain safety and cleanliness in facilities • Made and implemented scheduling of employees
RESEARCH Creative Inquiry, Financial Planning Challenge January 2018 – Present • Prepared and wrote comprehensive financial plans • Competition hosted by the Financial Planning Association 2018 FPA Conference Selected Attendee | 2019 FPA Conference Scholarship Recipient 2019 NAPFA South Symposium Selected Attendee 2019 Schwab Advisors Conference Selected Attendee
ACHIEVEMENTS Dean’s List – Clemson University, Spring/Fall 2017, Spring/Fall 2018, Spring 2019 National Society of Leadership and Success – Clemson University Palmetto Fellow Scholarship Recipient – Fall 2017 - Present
EXTRA-CURRICULAR ACTIVITIES Director of Chapter Ministries May 2018 – May 2019 Alpha Phi Chaplin January 2018 - December 2018 Alpha Phi Director of Ceremonies January 2018 - December 2018 Clemson Financial Planners Association August 2017 - Present Wall Street South Investment Club August 2018 - Present
Clemson University Matthew T. Terry Central, SC 29630 843-517-9752 [email protected]
Enthusiastic Clemson student seeking internship/employment in the business world. Pursuing a Bachelor's in Financial Management with an emphasis in Financial Planning and a minor in Accounting. I thrive in situations where I'm able to meet new people and make lasting connections. Overall, I have a passion for anything finance and investment related. I welcome the opportunity to utilize these skills on a daily basis. Work Experience Financial Planning Intern May 2019 - Aug. 2019 Preservation Specialists, LLC. ● Utilized RGB analysis in Advisors Excel to aid in optimum tax consequences when pursuing Roth Conversions ● Performed portfolio analysis to aid in diversification and investment decisions ● Attended client social events to interact and network with current/potential clients
IT Director Assistant June 2015 - May 2019 The Springs Company ● Performed initial configuration for the Company's new computers and workspaces to allow easy transition with the opening of a new office ● Customized Excel Spreadsheets to efficiently record and organize data to track inventory
Assistant Pro Jan. 2012 - Dec. 2019 White Plains Golf Club ● Co-Head of Tournament Committee where I successfully planned, organized, & ran the Brother Open Tournament to fund raise over $20,000 for the American Cancer Society ● Worked with vendors in purchasing/rearranging new merchandise in the Pro Shop to increase sales o Led all employees in merchandise sales (Summer-2017)
Education B.S. Financial Managment Clemson University Dec. 2019 ● Emphasis Area: Financial Planning o Minor in Accounting
Computer Science Spartanburg Methodist College May 2017
● Associates degree in Computer Science o Summa Cum Laude- 3.92 GPA Certifications ● VITA (Volunteer Income Tax Assistance) Certified ● Candidate for SIE (Securities Industry Essentials) exam and plan to take exam in October 2019 Accomplishments
● 2019 National Financial Planning Association Conference Scholarship Recipient ● 2019 Financial Planning Case Study Team Member at Clemson University ● Peer Assisted Learning (PAL) Leader at Clemson University ● Phi Thetta Kappa Member (Honor Society) ● Sigma Alpha Pi Member (Honor/Leadership Society) ● Clemson Financial Planning Association Member ● Wall Street Investment Club Member ● Student Body President- Central High School Clemson University Brooke Whitaker Cowpens, SC 29330 (864)804-0306 [email protected]
Hard working, organized, and detail-oriented Financial Planning student looking for opportunity in a client driven firm. Experienced with office administration, customer service, and problem solving. Committed to becoming a trusted professional who seeks excellence in daily decision-making tasks.
Education Clemson University, Clemson SC- Bachelor of Science in Financial Management Accounting Minor- Financial Planning Emphasis Graduating in December, 2019 Involved in Greek life on campus: Alpha Phi Involved in writing for Her Campus- Clemson Involved in Clemson Financial Planning Association- CFPA Involved in Women in Business- Clemson Clemson Financial Planning Charles Schwab Impact Conference Scholarship- San Diego, CA
Community Involvement Cannons Methodist Church food pantry- serving two days a month Help Alpha Phi collect items for different drives: canned goods, shoes for children, teddy bears for the children in the Greenville health system, etc. Clemson Child Development center- assisting with the care of infants Clemson Botanical Gardens- caring for the environment by cleaning and planting in different gardens Volunteer Income Tax Assistance (VITA)-assisting in creating free tax returns from January 2019- April 2019 (Tax day) Raising money for women's heart health through Alpha Phi Philanthropy events- Red Dress Gala, Alpha Dogs, Mac & Phi’s, Heart health walk in Greenville, etc.
Work Experience JIT Manufacturing May 2018- July 2018 & July 2019 Operation/Administration Staff Accounts Payable Worked with others to complete purchase orders through a thorough process of confirming daily orders, reviewing invoices, and confirming payments through checking and credit cards. Reviewed weekly and monthly forecasting reports to help drive down costs.
The Buckle April 2019- Present Sales Associate Communicate with guests in a welcoming manner and make them feel comfortable as they view product to give them the most enjoyable shopping experience. Emphasize personal attention to the guest during a presentation of new product. Communicate with teammates regularly on new product, new sales goals, and new promotions. Set up daily/hourly team sales goals as well as daily/weekly individual sales goals to increase profit margin.
Skills Computer Skills: QuickBooks and Microsoft Suite Excellent written and communication skills Team building skills
Interests Playing sports to work on my team building skills. Volunteering my extra time to give back to the community.
Clemson University Kansas State University
Faculty information: Students resumes by name:
Martin Seay, Ph.D., CFP® Hannah Casteel 2019 President-Elect of Financial Planning Delaney Johnson Association, Program Chair and Associate Professor of Emma D. Milan Personal Financial Planning [email protected]
785-532-1486 Hannah Casteel Overland Park, KS 66213 • (913) 609-9883 • [email protected]
EDUCATION______Kansas State University B.S. in Personal Financial Planning Dec 2020 Minor: Business GPA: 3.9 Minor: Human Development
Johnson County Community College General Education Aug 2016 – Dec 2016
MidAmerica Nazarene University General Education Aug 2015 – May 2017
EXPERIENCE______Plancorp Intern May 2019 – August 2019 Plancorp, LLC • Assisted financial planners in their daily duties • Learned how to implement my financial planning knowledge in real client circumstances • Researched and wrote content for their blog
Barista Sep 2018 – March 2019 Radina’s Bakehouse • Taking orders and ringing up payments • Providing customer service and handling complaints • Recalling multiple orders at a time in a fast-paced environment
Italy, Study Abroad May 2018 – June 2018 • Took classes in both Art History and Marketing • Learned to travel independently and traveled across Italy learning about different cultures • Gained a better ability to effectively communicate across cultures
Camp Intern May 2017 – Aug 2017 City Union Mission, Kansas City, MO • Implemented a new organization system • Interviewed and contacted new contenders for camp positions • Performed multiple positions within the camp organization including: camp counselor, lifeguard, and office administrator
Childcare Worker Nov 2014 – May 2017 Olathe Bible Church, Olathe, KS • Interacted with a team of childcare workers to provide care • Assisted in teaching age appropriate lessons
VOLUNTEER AND ACTIVITIES______Mentor for Students in the KSU Financial Planning Program Aug 2019 – Present
Member of Student Advisory Board of Powercat Financial Aug 2018 – Present
Member of KSU Chapter of FPA Aug 2017 – Present
Student in the Kansas State University Honors Program Aug 2017 – Present
National Honor Society Treasurer Aug 2015 – May 2017 • Managed all finances for Heritage Christian Academy’s chapter of National Honor Society • Supervised and organized multiple projects including three blood drives • Contributed to leading the entire chapter on the board of executives
Kansas State University DELANEY JOHNSON Manhattan, KS ~ [email protected] ~ 785-906-0524 EDUCATION:
,
Kansas State University Manhattan, KS May 2021 Bachelor of Science in Personal Financial Planning GPA: 3.429 EXPERIENCE:Minor: Business Administration
Chiropractic Wellness Center Chiropractic Assistant - , Salina, KS December 2017-Present - assisted and supported patient care throughout treatment to ensure satisfaction and relief conducted and organized patient notes and charts for submission to insurance for collection of Self Employedpayment Nanny/Tutor-schedule, direct, and answer patient care and billing questions to provide a positive experience , Manhattan, KS August 2018-Present
Self Employed-supervise and encourage a child to complete chores and homework after school Private Swim Les-plan and facilitate learning activities for pleasure and development of chilson Instructor d , Lindsborg, KS May 2014-Present
-instruct children on water safety, swimming stokes, and provide a welcoming environment First Bank Kansasto facilitate an opportunity to build water confidence, Salina, KS for children of all ages Customer Service Representative (Teller)-communicate and organize with families to schedule lessons (over 30 families) - May 2017-August 2017
Recognized by supervisor for work ethic, punctuality, and resolving customer concern efficiently -accurately process customer checks, cash, transfers, and statements while preserving a balanced Sproutdrawer House Learning Center, Student Leader-create a friendly environment for customers through interaction and ensure their needs are met - Lindsborg, KS January 2017-May 2017
Organize and prepare educational lesson plans and activities for students to learn and grow CAMPUS INVOLVEMNT-Ensure safety and care of : children under my supervision while providing an engaging atmosphere
Member, Kansas State University, social committee member Member, Kansas State University Women in Business, Member, Kansas State University August 2018-Present Accounting Society, Member, Kansas State University August 2018-Present Financial Planning Association, Kansas State University January 2019-Present Powercat Financial Student Advisory Board, March 2019-Present AWARDSPersonal Financial Planning : Peer Mentor, August 2019-Present
Recipient, Kansas State University Recipient, Kansas State University Dean’s List, Recipient Spring 2019 Dean’s List, Spring 2018 Laverne Tolle Scholarship, May 2017
Kansas State University Emma D. Milan Manhattan, KS 66502 [email protected] (316) 650-9797
EDUCATION
Kansas State University, Manhattan, KS May 2020 Bachelor of Science in Personal Financial Planning CFP® Exam eligible upon graduation GPA: 3.478; Kansas Insurance Certificate
RELATED EXPERIENCE
Legacy Financial Strategies, Leawood, KS, Intern Summer 2019 o Documented client meetings through note taking o Completed client meeting prep for planners o Constructed a 529 spreadsheet o Updated client information in office software programs o Filled in as solo paraplanner for one week INVOLVEMENT
Personal Financial Planning Peer Mentor 2019-Present o Guide students through Personal Financial Planning program o Recruit new students through tabling and events o Meet with prospective students Financial Planning Association at K-State, Student Organization 2018-Present o Member Women in Business, Student Organization 2017-Present o Encourage women to utilize skills and build confidence o Network with other women in the business industry Undergraduate Research Assistant 2017-2018 o RESTORE- Research & Education with Sex Trafficking Survivors on Resilience and Empowerment o Collaborated with 10+ undergraduates on all projects within the research group o Advocated and provided education to the community and other organizations o Transcribed and coded interviews from recording to a document to prepare for group and individual coding o Formatted a survey onto Qualtrics o Organized study website WORK EXPERIENCE
HuHot Mongolian Grill, Manhattan, KS, Server 2017-Present o Respond to customer questions/requests in a fast-paced environment o Work as efficiently as possible while handling multiple tables o Possess positive attitude to maintain customer satisfaction
Individualization Relator Arranger Developer Communication
Kansas State University Michigan State University
Faculty information: Students resumes by name:
Stephen Schiestel, MBA, Justin Halvorson CFA Professor of Practice and Thressa R. Haney Administrative Director, Michigan State University [email protected]
517-884-6743 JUSTIN HALVORSON (517) 883-3068 | [email protected] |www.linkedin.com/in/justin-halvorson-0421
EDUCATION Michigan State University, East Lansing, MI May 2021 Bachelor of Arts, Agribusiness Management and Business Preference (admittance expected fall 2019) Financial Planning and Wealth Management Program GPA: 3.39/4.0
RELATED EXPERIENCE Office of Financial Aid, Michigan State University May 2019 - Present Student FAFSA advisor ● Answer over 30 questions daily via telephone asked by financial aid recipients, identifying and alleviating issues with their financial aid applications (FAFSA) ● Advise Federal Pell Grant recipients, as well as recipients of other State/Federal grants on eligibility requirements, application processes, and individual concerns ● Assist dozens of students daily with the Federal Student loan process
NBD Realty, Lansing, MI October 2018 - Present Code Compliance/Property Management ● Coordinate with city inspectors and up to 10 independent contractors to ensure private residential rental properties are up to code ● Stage and show houses currently on the market in the Lansing area
Uber and Lyft, Lansing, MI October 2017 - Present Independent Driver ● Satisfied over 2,500 customers without a single accident or serious customer complaint ● Sustained an average rating of 9.8 out of 10.0, delivering an excellent customer service record through attention to detail and customer satisfaction
OTHER EXPERIENCE Michigan State University Wealth Management Association, East Lansing MI May 2019 - Present Treasurer & Director of Marketing ● Oversee organization’s financial paperwork and budget ● Created club Facebook page and actively manage social media accounts ● Facilitate the creation of a financial plan for a high value client through a series of case studies with a team of 4 Executive Board members to allow members to develop wealth management skills and practice evaluating stock options ● Placed 1st out of 18 in stock simulator competition 2018-2019 by individually analyzing stocks, bonds and funds over a 9- month time period
Del Marr Apartments at Mulder Management, Lansing MI May 2013 - December 2017 Resident Manager ● Coordinated maintenance of 62 apartment units, 8 duplexes and 3 houses ● Prepared monthly inventory orders for maintenance/office supplies based on quotas and individual circumstances ● Increased occupancy by almost 20% to near full capacity by time of departure
EXTRACURRICULARS Charles Schwab Impact Conference November 2019 Financial Planning Association of Michigan Fall Symposium September 2019 Student Investment Association, Analyst Program August 2019 - Present Wealth Management Association, Member May 2019 - Present Finance Association, Member September 2018 – Present Michigan Competitive Scholarship, Scholarship Recipient August 2019 - May 2020 Brooksie Way, Volunteer September 2017
Michigan State University Thressa R. Haney
Waterford, MI • (248) 804-0345• [email protected] • linkedin.com/in/thressahaney
EDUCATION Michigan State University, Broad College of Business, East Lansing, MI May 2021 Bachelor of Arts, Finance Wealth Management and Financial Planning Program Cumulative GPA: 3.75/4.00 Related Coursework: Financial Accounting ACC 201 (FS ’18), Introduction to Wealth Management and Financial Planning FI 491 (FS ’19), Business Analytics and Information Systems ITM 201 (SS ’19) Dean’s List: 2 Semesters EXPERIENCE United Shore, Pontiac, MI May 2019 – Aug 2019 Treasury and FP&A Intern • Managed portfolio of over $10 billion in cash and liquidity requirements of the company by creating daily reports to send out to partners and C suite’s to help measure our monthly performance • Helped maintain and create budgets and forecasts for long term financials for the company by analyzing cash inflows and outflows from portfolio, loan pooling and production sales • Handled cash adjustments from 3,000 incoming and outcoming loans and receivables by reconciling general ledger accounts and working with our banks and secondary marketing team to fund and close loans • Created workbooks using Excel to help record loans held for sale and our daily FNMA and GNMA liquidity reports J Crew, Auburn Hills, MI Mar 2017 – Aug 2018 Sales Associate • Updated merchandising tactics by building more efficient store layout and improved window displays to drive up customer foot traffic • Managed back-end store operations by using information technology processes (i.e. fulfilment, stock tracking) to ensure all client purchases were properly handled • Developed personalized purchasing plans for VIP clients by matching clothing and products to clients tastes to increase store sales Fossil Co., Auburn Hills, MI Sep 2016 – Mar 2017 Sales Associate • Strived for client satisfaction by maintaining extensive product knowledge and practicing intensive personal selling resulting in meriting number one store ranking nationally by sales volume • Trained incoming associates to aid management team in quick onboarding of new team members • Preformed top of Fossils retail team for selling merchandise in the state of Michigan resulting in a bonus of $200.00 a person LEADERSHIP AND EXTRACURRICULAR ACTIVITIES United Shore Charity Day, Lead Coordinator May 2019 – Aug 2019 • Organized “Pie Your Leader” charity event by recruiting 80 participants, purchasing supplies, and advertising event • Raised over $7,000 for Humble Design to aid in furnishing houses for less fortunate Michigan State University March of Dimes, Treasurer Aug 2017 – May 2019 • Created and operated $600 budget used for events and donations • Organized “Fall 5k” event and collected $250 in donations from participants SKILLS AND GROUPS Proficient in Tableau, Arena, and Microsoft Suite Wealth Management Association
Michigan State University San Diego State University
Faculty information: Students resumes by name:
Thomas Warschauer, Ph.D. Thomas Bartling Professor Emeritus Aaron Claridge [email protected] Dustin Elliott 619-594-4354 Arley Emmanuel Gonzalez
Lisa Ozaki Thomas Bartling
. San Diego, CA 92131
. Phone: (858) 531‐5924 .E‐mail: [email protected]
Professional Experience Education August 2017-Present San Diego County Credit Union: Financial Service Representative II (MLO) San Diego State University August 2017- Present August 2013‐ May 2015 Solana Beach Branch, Solana Beach, CA Major: Financial Services (BSBA) Current GPA: 3.5 • Interview members and potential members to Expected Graduation Date: May 2020 determine their financial needs and aid in selecting appropriate products and services. San Francisco State University • Cross sell products and services to members by assisting or referring the member to an appropriate Major: Biology representative. Participate in the sales program, contests, telemarketing and meetings. Accurately track all referrals/sales. Meet established sales goals Miramar/ Mesa Community College August 2010‐June 2013 as assigned. Achievements: Associates Degree in Science Union Bank: Branch Service Specialist October 2016- August 2017 Scripps Ranch High School La Jolla Branch, La Jolla, CA Honors Graduate of Class of 2010 • Provide an outstanding customer experience when responding to customer requests and inquiries and processing transactions within assigned authority. • Respond directly to customer issues and complaints Certifications/Awards in a timely, professional and effective manner. • Identify and recommend appropriate bank services that result in quality sales and best meet customers’ needs • Mortgage Loan Originator, Nationwide Mortgage • Participate in sales promotions and meet monthly Licensing System and Registry# 1773962 referral goals. • Notary Public of the State of California. Commission# 2296904 Union Bank: Teller October 2015-October 2016 • Certificate of Completion of Financial Planning Solana Beach Branch, Solana Beach, CA Association Externship Program at Pure Financial Advisors • Respond to customer issues and assist the customer in resolving them directly. Escalate more complex • Recipient of the Regional Presidential Recognition problems to the appropriate supervisor or coworker Award for 4th Quarter 2016 within the branch if unable to resolve directly. • Responsible for following and adhering to all bank • Certificate of Completion/ Hours Verification: Path operational and security policies and procedures maker Internship at Palomar Health including compliance and privacy policies and procedures to maintain customer confidentiality. Maintain cash drawer within prescribed cash limits
San Diego State University Aaron Claridge San Diego, CA, 92115 520-784-8633 [email protected]
Summary
Current Senior at San Diego State University, studying Financial Services with a Certificate in Personal Financial Planning, seeking an associate/paraplanner position with an independent personal financial advisory firm. I will leverage my traditional education, along with my many years of customer service and military experience, in order to enhance the performance of my mentors while gaining valuable professional experience in the industry.
Experience
Financial Planning Associate Intern, TCI Wealth Advisors Scottsdale, AZ May, 2019 – August, 2019 ● Leveraged my knowledge in FinTech software such as Emoney, Advisor View, and Sales Force in order to provide vital information to advisors and ultimately ensure an excellent and valuable client experience. ● Developed Emoney retirement cash flow models and ran scenarios for use in client meetings. ● Reviewed estate documents for 64 clients and paraphrased them in an intelligible manner for advisor and client review. ● Prepared notes for and participated in multiple Discovery, Retirement Cash Flow, and Regular Client Progress meetings. ● Reviewed employer offered retirement plans and prepared custom portfolio allocations to best suit client’s needs.
Leasing Consultant, Equity Residential San Diego, CA October, 2017 – May, 2019 ● Screened and discussed the outcomes of prospect credit reports with tact and professionalism. ● Communicated with prospective residents via phone and email daily to set appointments and follow up. ● Consistently received the highest ratings on prospect and resident surveys for professionalism.
Sales Consultant, CarMax San Diego, CA May, 2016 – October, 2017 ● Received acknowledgment for top sales associate in a pay period on multiple occasions. ● Communicated with customers via Email and phone on a daily basis. ● Presented complicated financing options to prospective car buyers in a comprehensible manner.
Crew Chief and Aircraft Maintainer, US Marine Corps New River Air Station, NC August, 2010 – August, 2015
● Performed preflight and daily inspections on 20 aircraft valued at $1.6B resulting in zero mishaps. ● Supervised 30 Marines in accomplishing priority maintenance resulting in aircraft readiness. ● Oversaw safety in flight and assisted with all emergency procedures resulting in zero mishaps.
Education San Diego State University, San Diego, California - Bachelor of Science in Financial Services (current)
San Diego Mesa College, San Diego, California – Associates of Science Degree in Business Administration
San Diego State University Dustin Elliot (949)-290-0411 | [email protected] | linkedin.com/dustin-elliot
Profile
Enthusiastic, detail-oriented, quick learner who is always looking to improve. Thrives in a fast- paced, deadline-driven environment.
Education
Bachelor of Science in Business Administration, Financial Services Expected May 2020 San Diego State University, San Diego, CA Relevant Coursework: Federal Taxation of Individuals, Personal Financial Planning, Investments, Portfolio Management, Real Estate Essentials
Certifications and Licenses • Certificate in Personal Financial Planning (CFP Board of Standards) Expected May 2020 • Securities Industry Essentials Expected January 2020
Professional Experience
President May 2019 - Present SDSU Financial Planning Association, San Diego, CA
• Organize speakerships, presentations, and email reminders for bi-weekly meetings • Arrange to personally speak in business classes to raise awareness of the major • Represent the organization as a member of the San Diego FPA Board and the Financial Planning Advisory Committee of San Diego State
Vice Chair August 2019 - Present Campus Program Funding, San Diego, CA
• Oversee the distribution of the $110,000 budget to student organizations for their events • Adjust the allowed sizes of each category by petitioning the Federal Affairs Committee • Coach the new members on the strict guidelines to ensure a seamless succession process
Extern September 2018 – December 2018 Capital Financial Consultants Group, Poway, CA
• Shadowed a team of financial planners to gain exposure to the industry within a firm • Learned more about the software the firm utilizes daily, including Redtail CRM • Observed a client meeting to learn how an advisor team directs the conversation, educates the client, and connects on a personal level
San Diego State University Arley Emmanuel Gonzalez San Diego, CA 92120| [email protected] | (904) 860-0013
Objective
Seeking to use my 6 years of leadership skills gained in the military and my experience as a Paraplanner to obtain a position as an associate advisor with a Financial Planning Firm. Education
San Diego State University Expected Date of Completion: Dec 2019 Major: Financial Services GPA 3.62 Certificate in Financial Planning
San Diego Mesa College 08/2016 - 12/2017 Associate in Science: Business Administration Dean’s List
Professional Financial Services Experience
Premier Wealth Advisors 05/2018 – 06/2019 Paraplanner
◼ Prepared documents for client review meetings using investment tracking and reporting software such as MoneyGuide Pro and Envestnet.
◼ Organized and inputted initial client data into CRM system (Redtail) in order to manage current client and prospect relationships.
◼ Designed and created weekly marketing material to educate current clients in financial literacy.
◼ Assisted with timely and accurate responses to client inquiries which may include conducting research or specific analysis and calculation of their portfolios. Professional Military Experience
U.S. Navy 11/2010 - 05/2016 Helicopter Search and Rescue Crewman ◼ Provided leadership and training to 28 personnel in water and overland rescue methods and procedures.
◼ Generated over 1,000 flight and training schedules leading to a smooth and efficient working schedule.
◼ Communicated effectively with other military and civilian personnel in coordination of multiple water and land rescues.
Volunteer Experience Headstrong Boxing Gym, Jacksonville, Florida 07/2015 - 05/2016 Boxing Mentor ◼ Volunteered 3 times a week, providing my experience in boxing to train and mentor 12 youths in boxing and fitness.
◼ Created positive customer reviews leading to 15 new members joining Headstrong Boxing gym through working with these 12 youths. Extracurricular Activities ◼ SDSU Financial Planning Association 02/2018 - Present
San Diego State University (408)510-1761 [email protected] Lisa Ozaki
Looking for an opportunity in personal finance to gain exposure and learn in order to grow personally and professionally to help individuals in financial planning.
Education EXPECTED MAY 2020 Bachelor of Science, Financial Services/ San Diego State University, San Diego, CA Cumulative GPA: 3.52 Relevant Coursework: Organizational Behavior, Investments, Finance, Marketing
Experience OCTOBER 2017 – CURRENT Reservation Assistant / SDSU Associated Students, San Diego, CA ● Planning events for students and university using Event Management System ● Assisting event coordinators with diagrams and reaching out to clients on their behalf ● Coordinating with student banking and leadership departments to finalize an event
JUNE 2019 – AUGUST 2019 Advisor Summer Analyst / Bank of America, San Diego, CA • Presented with a group of 9 interns on recommendations to improve client relationships • Directed clients from the lobby to CSRs, Bankers and Specialists to solve problems • Taught clients ATM capabilities and Mobile/Online banking tools for better convenience
JUNE 2018 – AUGUST 2018, DECEMBER 2018 – JANUARY 2019 Consumer Loan Intern / Star One Credit Union, Sunnyvale, CA • Audited 10-20 indirect car loans daily from California and Colorado dealerships • Tracked loan records for car titles in the DMV system • Converted pre-approval credit card and vehicle loans to applications for loan officer review
Activities Financial Planning Association (FPA) – SDSU Student Organization; exposing students to different career paths within the Financial Services sector • VP of Operations 2019-20 – Running biweekly meeting; creating room reservations for speaker events and checking membership status with email updates. • Externship – Pure Financial: Shadowed paraplanners and operations team to learn their client service process within different software systems and learned the company’s structure.
Asian Pacific Student Alliance - SDSU Student Organization; helping the community become aware of current events and empowering multiple cultures. • Mentorship Program – Building a relationship with a mentee by guiding them for social and educational purposes.
San Diego State University Temple University
Faculty information: Students resumes by name:
Cindy Axelrod, CFA Benjamin M. Burkhart Director of Financial Planning Programs Jeremy L. Leeds [email protected] Alyssa C. Munter 215-204-1917 Anna L. Snyder Benjamin M. Burkhart [email protected] Philadelphia | PA | 19121 | tel: 717.926.2686
EDUCATION: TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA Bachelor of Business Administration, Graduation: December 2020 Majors: Finance and Financial Planning CUMULATIVE GPA: 3.48/4 | MAJOR GPA: 3.66/4 | DEANS LIST, Spring 2018 – Spring 2019
ACTIVITIES: Financial Planning Association, Director of Logistics: Fall 2018 - Present Temple University Investment Association, Member: Fall 2018 - Present Diamond Marching Band, Trombone 1: Fall 2018 - Present Fox Fund, Analyst – Healthcare Sector: Spring 2019-Present
EXPERIENCE: Valley Forge Financial Group, King of Prussia, PA May 2019 – present Summer Analyst Participated in a 10-week rotational program between the investment analysis, private equity, and estate planning teams. Used excel to create and update current models to run mutual fund or ETF comparisons and discounted cash flow analyses for individual companies. Created life insurance quotes with illustration software to present at client meetings with cash flow modeling through age 120. Used Morningstar Office to do in-depth research and construct client facing reports for allocation proposals.
Lighthouse Planning Consultants/Lincoln Financial Group, Cherry Hill, NJ December 2018 – May 2019 Financial Planning Intern Researched and generated reports on clients' financial plans using state-of-the-art software tools including eMoney and HiddenLevers. Conducted quantitative analysis of mutual funds, equities, and bonds to create valuation and performance reports for clients' portfolios using Morningstar's Principia Pro tools. Participated in unique investment, insurance, estate planning, and tax reduction projects. Periodically contacted mutual fund and insurance companies to perform life insurance and annuity audits to monitor changes in client accounts.
RevHealth, Morristown, NJ August 2018 – December 2018 Finance Intern Analyzed and updated monthly financial reports using Excel. Utilized QuickBooks’ accounting software to manually enter bills, create estimates, create purchase orders, and enter credit card statements. Created monthly billability and client revenue reports for RevHealth’s business partners.
Burkhart Numismatics, Philadelphia, PA January 2017 – present Owner and Operator Created and currently operate an eBay numismatic wholesale business, specializing in the buying and selling of precious metals and rare coins with $94,000 in recorded 2017 sales to achieve “Top Rated Plus” status on eBay. Calculates revenue, sales, and expenses, using financial accounting in Excel spreadsheets. Composes professional images of products, using a DSLR paired with professional lighting equipment and photo editing software. Fills customer orders by packaging items, creating documentation for direct shipping to retail partners.
SKILLS & ACHEIVEMENTS: Certified EMT (June 2015) AdventisCG FMC I, II Microsoft Office Suite, Adobe Cloud, QuickBooks, eMoney, and Bloomberg Terminal Professional Symphonic and Jazz Trombonist
Temple University Jeremy L. Leeds [email protected] Philadelphia | PA | 19121 | tel: 813.843.9956
EDUCATION: TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA Bachelor of Business Administration, Graduation: May 2020 Majors: Financial Planning, Finance GPA: 3.41 | Dean’s List, Fall 2016
ACTIVITIES & AWARDS: Finance Department Financial Planning Scholarship, Spring 2019 Member, Financial Planning Association, September 2016 – present Director of Marketing, April 2018 – May 2019 Internal Vice President and Treasurer, May 2019 – May 2020 Member, Temple University Men’s Crew, Fall 2016– present Athletic Director’s Honor Roll, Fall 2016 – present
EXPERIENCE: TEMPLE UNIVERSITY MEN’S CREW, Philadelphia, PA Fall 2016 – present Varsity Athlete • Participate in practice and races for a total of over 30 hours per week • Executed race plan during a high level of competition at the national level
BLB&B Advisors, LLC, Montgomeryville, PA June 2019 – Present Financial Planning Intern • Created financial plans for current and prospective clients using MoneyGuidePro • Researched large cap equities to create reports to present to the Equity Committee • Assisted with migration of 1,500 client accounts through a change of custodian
NORTHWESTERN MUTUAL, Philadelphia, PA June 2018 – August 2018 Financial Representative • Provided clients with holistic financial plans catered to personal financial growth • Presented in depth plans with initial clientele information • Implemented products and investments to create financial security for clients
SPARK, Tampa, FL April 2016 – June 2016 Intern, Video Production • Assisted in producing commercials for a medium-sized advertising agency with 100+ clients as large as cities and hospitals • Wrote and created commercial campaign for a restaurant • Organized logistical processes for a local amusement park commercial
OFFSITE TECHNOLOGIES, Tampa, FL June 2013 – August 2014 Technician, Help Desk • Assisted clients on technology issues with Exchange, SQL and programs at a large IT company with clients statewide • Managed new employee setup and migration for clients • Presented clients with migration and upgrade paths
SKILLS: • Microsoft Office, Adobe Creative Cloud • eMoney Certified, MoneyGuidePro • PADI Certified Rescue Diver, October 2015 • Life, Accident and Health Insurance, June 2018, Pennsylvania and Florida
Temple University Alyssa C. Munter [email protected] Philadelphia | PA | 19122| tel: 610-463-7662
EDUCATION: TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA Bachelor of Business Administration, Graduation: May 2022 Major: Finance and Accounting | Total expected credits: 150 GPA: 3.91 |Dean’s List Selected Courses: Legal Environment in Business Human Resource Management Management Information Systems Intermediate Accounting I Economics Financial Management
ACTIVITIES & AWARDS: Ambassador, Temple Barron’s, Spring 2019- present Director of Marketing, Financial Planning Association, Fall 2018- present Volunteer, Eye to Eye Community Service Organization, Fall 2018- present Member, Woman in Finance Organization, Fall 2018- present Participant, PwC’s Career Preview Program, Summer 2019 Participant, RKL’s Catalyst Leadership Program, Summer 2019 Participant, Vanguard Explore Program, Summer 2019 Member, Temple University Investment Association, Fall 2018- Spring 2019 Member, Institute of Management Accountants, Spring 2019 Recipient, 200 Hours of Community Service Award, June 2018 Recipient, Chick-Fil-A Leadership Scholarship, June 2018 Recipient, Berks Best Nomination for Mathematics, June 2018 Creator, Manager, and Leader of a Math Club for middle school students, 2016-2018
EXPERIENCE: CHICK-FIL-A, Reading, Pennsylvania March 2016 - August 2019 Food Service Provider • Communicated and interacted with customers creating a friendly environment while being efficient in delivering desired goods at a food franchise • Collaborated on a team of 10-15 employees working together efficiently and accurately serving large quantities of products to hundreds of customers in a timely manner • Demonstrated hospitality and leadership to train new employees and improve customer’s experiences
NANNY, Reading, Pennsylvania Summers 2016 - 2019 Child Care Provider • Supervised children ages three, five, and six for ten hours a day throughout the week • Managed daily activities such as eating nutritious meals, exercising outside, creating educational projects, and engagement with other kids • Maintained a safe, caring, and loving environment that the children feel safe to express themselves
SKILLS AND LANGUAGES: Microsoft Office, Word, PowerPoint, Excel Tableau
Temple University Anna L. Snyder [email protected] Newtown | PA | 18940 | tel: 908.310.1283 www.linkedin.com/in/annalynsnyder
EDUCATION: TEMPLE UNIVERSITY, Fox School of Business & Management, Philadelphia, PA Bachelor of Business Administration | Graduation: May 2020 | Major: Financial Planning GPA: 3.81 | Major GPA: 3.57 | Beta Gamma Sigma Honor Society | Delta Alpha Pi Honor Society
BUCKS COUNTY COMMUNITY COLLEGE, Newtown, PA Associate of Science | Graduation: May 2017 | Major: Neuroscience GPA: 3.71 | Major GPA: 4.0 | Phi Beta Kappa Honor Society
EXPERIENCE: JANNEY MONTGOMERY SCOTT, Philadelphia, PA, June 2019 – August 2019 Wealth Management Intern • Developed financial plans using Naviplan • Prepared Social Security Optimization reports using Covisum’s Social Security Timing software • Prepared monthly reports on firm-wide financial planning activity using Microsoft Excel
WELLS FARGO ADVISORS, Doylestown, PA, October 2018 – February 2019 Financial Services Intern • Researched and created a PowerPoint presentation on education planning for a continuing legal education course • Prepared financial reports using Microsoft Excel and SmartStation • Performed research, clerical, and office tasks; maintained client records
SKYLINE APARTMENTS, Philadelphia, PA, September 2017 – May 2019 Resident Assistant • Assisted residents and landlord with many issues, including maintenance, office work, tours, leasing, and unit turnover for 380-bed off-campus student housing
ACTIVITIES: TEMPLE UNIVERSITY FINANCIAL PLANNING ASSOCIATION, September 2017 – present Vice President of Corporate Relations, April 2019 – present • Engage with financial advisors and others in the industry to cultivate a network of diverse individuals who will speak in front of TUFPA • Coordinate with fellow executive board members to improve and grow organization Director of Communications, May 2018 – April 2019 • Interfaced with guest speakers to facilitate their visits to TUFPA
CLARIFI Volunteer Financial Coach, December 2017 – May 2018, May 2019 – present • Collaborate with clients and act as an accountability partner, encouraging them to reach their goals as they participate in one of Clarifi’s financial wellness programs
FOX STUDENT PHILANTHROPIC SOCIETY, September 2017 – present Member • Plan and execute fundraising events for the benefit of the Fox Student Emergency Fund • Helped organize Student Philanthropy Week as a member of the First Year Leadership Council, which recruited more than 40 student donors
LICENSES & CERTIFICATES: • FINRA, Securities Industry Essentials (SIE) Exam – July 2019
Temple University Texas Tech University
Faculty information: Students resumes by name:
John Salter, Ph.D., CFP®, Nicholas M. Burton AIFA®, VITA Associate Professor and Stella Doyle Chair, Department of Personal DeAndre Geels Financial Planning [email protected] Logan Smalley
806-834-2143 Banner Reid Steele
Jemimah O. Stratford
Emerald Ward Nicholas M Burton Vancouver WA 360.831.3635 [email protected] Objective: To obtain a law degree and masters in personal finance in order to use and enhance my aptitude for client relations, teamwork, and dedication.
Education: Texas Tech (Fall 2018 – present) Studying Personal Financial Planning, 3.2 GPA, Junior Goals: Law School and PFP masters
Experience: Superior Import Repair (2015 - 2017) Mechanic’s Assistant Refurbishing and salvaging cars, inventory, parts delivery, worksite maintenance. Portland, Oregon (Both locations)
The Lunchbox (2014 – 2016) Store Clerk Register, serving students. Camas, Washington
7-Eleven (Summer 2018) Store Clerk Register, inventory, worksite maintenance, training the replacement manager and all employees. 155 NE 192nd Ave, Camas, Washington
Organizations: FarmHouse Fraternity (2018 - present) Sergeant At Arms Enforce civility and order during chapter meetings.
Volunteer Work: Service Learning (2019) Service learning is a program within Texas Tech dedicated to teaching the local Lubbock community financial literacy. We walk them through various financial scenarios and gauge how they respond before providing them local resources and guidance.
Be The Match (2018) Be The Match is an organization dedicated to finding donors for bone marrow transplants. Every Fall while at Texas Tech, I have and will continue to assist people in signing up for a chance to donate.
Competitive DECA (2016-2017) Projects: Regional and State Competitor Won two different first-place awards at regionals for my team’s performance in client-relation simulations. Placed into state level competition with my team’s 30-page report on employee engagement at NewFocus Financial, and later with the online marketing plan I wrote independently for Superior Import Repair.
Texas Tech University Stella Doyle Lubbock, Texas 79416 • 325-656-0263 • [email protected]
Education Rawls College of Business, Texas Tech University Lubbock, Texas Bachelor of Business Administration, Finance|GPA: 3.820 Graduation: May 2019 - Presidential Scholarship Recipient Fall 2015 - Spring 2019 - President’s List Fall 2015 - Fall 2016, Spring 2018 - Dean’s List Spring 2017 - Fall 2017, Fall 2018
Honors Order of Omega Fall 2017 - Spring 2019 Treasurer Spring 2018 - Spring 2019 • Collected and managed all membership dues and allocated fundraising proceeds to appropriate benefactors • Evaluated and initiated potential members through the nationally mandated ceremony Member • Achieved top 3% highest GPA of women in the Panhellenic community • Maintained commitment to leadership, scholarship and involvement in chapters Phi Kappa Phi Fall 2017 - Spring 2019 • Earned top 7.5% highest GPA of Juniors at Texas Tech University
Experience Law Firm of Field, Manning, Stone, Hawthorne, & Aycock P.C. Lubbock, Texas Courier May 2018 - August 2019 • Assisted 17 lawyers and 13 legal assistants with open and closed client files in a variety of legal practices • Transported and obtained legal documents and records to the Lubbock County Courthouse, Lubbock County probation office, and surrounding law offices and title companies • Answered phones and directed clients to the appropriate area of legal practice at the firm and answered questions regarding their accounts while maintaining a high priority on client confidentiality Lakeridge Country Club Lubbock, Texas Server May 2017 - August 2017 • Collaborated with team to assist club members with order decisions and delivery • Input data into a database to be sure that when members made purchases their accounts reflected the appropriate balances for certain activities
Activities Personal Financial Planning Association Fall 2019 - Present Member • Attend collective meetings to discuss current topics related to the industry Zeta Tau Alpha Fall 2015 - Spring 2019 Judicial Chairwoman Spring 2018 - Fall 2018 • Held and conducted formal hearings of the Standards Board on the chapter’s behalf when members violated rules • Collaborated with the judicial committee and advisor to find suitable consequences for those found guilty Executive Council- Panhellenic Delegate Spring 2017 - Fall 2017 • Attended bi-weekly meeting with 11 other delegates to discuss the Panhellenic community and strategize ways to improve as a Greek community • Voted on chapter’s behalf on all proposals placed before the Panhellenic Council and relayed such information back to the chapter as well as new rules and procedures Program Council- Fundraising Chair Spring 2016 - Fall 2016 • Chaired the first annual Pancakes for a Cure to benefit breast cancer awareness and raised over $9000 for research • Planned, organized teams, and ran “Crown Cook-off” to benefit breast cancer awareness and education and raised $17000 • Acquired sponsorships and donations from local businesses to raise money for cancer research Women in Business Spring 2017 - Spring 2019 • Attended informational meetings to learn more about the industry and networked with fellow scholars Financial Management Association Fall 2017 - Spring 2019 • Met with members to become better acquainted with common business practices and firms in our industry
Texas Tech University DeAndre Geels Undergraduate / Master’s Student
[email protected] (712)-253-6003 Lubbock, TX Linkedin.com/deandre-geels-
Education Technical Skills CFA Level I Candidate Financial Planning, Investment Management FINRA SIE Exam Wealth Management, Asset Management, Retirement Texas Tech University Planning, Estate Planning, Financial Accounting, Income Bachelor of Science in Personal Financial Planning Tax Accounting, Macroeconomics GPA 3.58 Computer Software Expected Graduation – 12/2019 Microsoft Office (Excel, Word, PowerPoint, Outlook), Master of Science in Personal Financial Planning MoneyGuidePro, eMoney Advisor, NaviPlan, Riskalyze, Expected Graduation – 12/2020 Redtail Technology CRM
Relevant Experience Soft Skills Vanguard – Scottsdale, AZ Financial Advice Intern Interpersonal Communication Critical Thinking 05/2019 – 08/2019 Presentation & Public Speaking Leadership - Shadowed experienced financial advisors and assisted with the financial plan creation. Problem Solving Teamwork - Constructed projects and collaborated with interns from other Vanguard campuses. - Presented investment and business topics to Awards & Involvement managers and teams of financial advisors. Personal Financial Planning Association - Sat with teams in Investment Consulting, 08/2017 - Present Investment Management, and 401(k) services. Red to Black Red to Black Financial Coaching - Lubbock, TX 05/2018 - Present Student Assistant / Financial Coach Personal Financial Planning Ambassador 05/2018 – Present 10/2018 – Present - Lead teams of student coaches and assist with the President’s List operation of the organization. Spring 2018, Fall 2018 - Coach students on topics such as budgeting, credit, Dean’s List financial aid, and investments. Spring 2019 - Present topics to classrooms of students on how to TTU Pennington Bass Scholarship improve personal finances. 2019 - Analyze clients’ financial situation and determine Link to the Future Scholarship solutions. 2018 EFS Group Wealth Management – Sioux City, IA Office Intern Industry Interests 12/2016 – 01/2017 | 12/2017 – 01/2018 | 12/2018 – 01/2019 Wealth Management - Monitored status of transfers and trades. The combination of investments, financial planning, - Held meetings with clients to discuss signature and analytical thinking, and relationship management is what disclosure requirements. has me interested in this field. My coursework and - Observed client meetings and took notes on experiences have shown me this is a field where I can personal and account information. excel. - Assisted advisors by organizing and scanning Investment Consulting client paperwork while going paperless. The technical aspect of investment selections and The Crosby Country Club – San Diego, CA consulting with institutions on their financial position is Golf Attendant what draws me to this area. 05/2017 – 08/2017 Investment Management - Coordinated with team members to make sure the Analyzing, researching, and managing portfolios has me golf course was running smoothly. interested in this field. Studying outside of my coursework - Maintained a professional appearance at all times has drawn me further into equity and alternative to uphold the prestige of the club. investments.
Texas Tech University Logan Smalley Phone Number: 832-444-1024
Education: • Pursuing An accelerated master’s degree at TTU • Expected graduation date May 2023 • Graduated from Obra Tompkins high school in 2018 Experience: • Financial Background from High school in the Inaugural FPA at TTU which my team won. Summer 2016 • Following year returning and winning Financial Planning Academy again as leader of the team both times. Summer 2017 • Student Advisor in MIZZOU’s FPA in its inaugural with staff of TTU’s Personal Financial Planning Department. Summer of 2020 • Live Action Media Broadcasting crew at Legacy stadium June 2016-May 2019 Achievements: • Winning Both FPA’s which TTU recruited high schoolers for at age 16 as well as the following year. • Acquiring Scholarship from program and in state tuition for participation in financial planning academy founded by Charles Shwab at TTU. • Personal Financial Planning conference invitation in 2018 as a freshman Skills and Honors: • successfully run an entrepreneurial business in the music and entertainment industry for 7 years
Texas Tech University BANNER REID STEELE
Lubbock, TX 79407 512-468-6747 [email protected]
EDUCATION Texas Tech University, College of Human Sciences Lubbock, TX Bachelor of Science, Nutritional Sciences Graduation: May 2018 • GPA: 3.66 Master of Science, Personal Financial Planning Expected Graduation: May 2020 • GPA: 4.0 • Career goals: Complete the master’s program in Personal Financial Planning from Texas Tech and soon thereafter sit for the CFP exam to reach my goal of becoming a financial planner
INTERNSHIP/WORK EXPERIENCE FJY Financial Reston, VA Summer Associate May 2019 – August 2019 • Observed, took notes, and participated in conversations during client meetings • Navigated different financial planning software and technologies such as Junxure, MoneyGuidePro, Worldox, and Tamarac • Completed various projects over the course of the summer that exposed me to the scope of financial planning including general planning, tax, investments, retirement, operations, business, and compliance
First State Bank Abernathy, TX Executive Assistant to President, CEO, and Chairman of the Board, Tom Turner October 2018 – May 2019 • Shadowed Mr. Turner in his day-to-day activities and obligations • Reviewed financial statements of the bank and portfolios of customers • Attended board meetings and private meetings with customers led by Mr. Turner
H.G. Thrash Clothier Lubbock, TX Sales Associate July 2016 – September 2018 • Assisted owner on daily basis in all tasks associated with ensuring successful operation of store • Provided excellent customer service to all customers to increase customer satisfaction and retail sales • Catered to and communicated with high-end clientele
ACTIVITIES AND HONORS Teaching Assistant for the Chancellor Emeritus Fall 2019 Red 2 Black Member Spring 2019 – Present Personal Financial Planning Ambassador Fall 2018 – Present President’s Select Spring 2015 – Spring 2018 Honors College Fall 2014 – Spring 2018 Presidential Scholar Fall 2014 – Spring 2018 College of Human Sciences Scholar Fall 2014 – Spring 2018 Homecoming Nominee, President’s Select Fall 2017 Phi Delta Theta, Texas Epsilon Chapter Fall 2014 Pledge Class
Texas Tech University Jemimah O. Stratford Address: Arlington, TX 76002 E-mail: [email protected] Cell Phone: (817)992-9869
EDUCATION M.S. in Personal Financial Planning, degree anticipated May 2019 Texas Tech University, Lubbock, Texas
B.A., Business Management w/an emphasis in Human Resource, Dec 2014 Stephen F. Austin State University, Nacogdoches, Texas
EXPERIENCE
Intern Your Richest Life Planning, Rockwall, TX Dec 2017-Feb 2018 • Assisted in the organization of files and other administrative tasks • Created brief financial planning notes for sit-in meetings with CFP • Aided the CFP in preparing financial plans for old and new clients using a CRM system
Fraud Analyst Bank of America, Fort Worth, TX Sep 2016-Jul 2017 • Reviewed customer accounts for the prevention and detection of possible Fraud • Responsible for researching and analyzing account activity to assess levels of risk and fraud type • Analyzed customer situations that may require differentiated treatment or specialized resolution
Online Technical Support Oct 2014-Jun 2016 Etech Global Services, Dallas, TX • Contracted to support online login credentials for Verizon account members • Helped Verizon customers navigate and/or accessed their online accounts • Provided customer care and technical support for Verizon customers • Maintained each chat call under 9 minutes and less; required by management
Account Manager- Remote May 2013-Jul 2014 DTTS LLC, Arlington, Texas • Assisted 50+ customers to track and locate commercial and private vehicles via GPS • Trained and supervised 5 employees • Calculated and processed payments daily invoices to customers • Resolved and diffused any issues and/or disputes dealing with customers accounts
Organizations and Activities Key Outreach Jun 2018- Present PFPA Aug 2018-Present Volunteer Teacher Aid at Universal Academy Aug 2017-Jan 2018 Task Rabbit for Good Sept 2017-Nov 2017 Bank of America Volunteers Sept 2016-July 2017 Student United Way for Stephen F. Austin State University May 2014-Dec 2014
SKILLS Proficient in Microsoft Word, Excel, PowerPoint, Outlook, Access and Intuit Quick Books Software, and Wealth box, analytical and problem solving skill set; Intermediate in financial planning
Texas Tech University
Emerald Ward (801) 623-7504 ô [email protected]
EDUCATION Master of Science in Personal Financial Planning Expected Graduation May 2020 Texas Tech University; Lubbock, Texas GPA 4.0
Bachelor of Science in Personal Financial Planning December 2017 Utah Valley University; Orem, Utah GPA 3.56
WORK EXPERIENCE Amicus Financial Advisors Lubbock, Texas Part-Time Associate January 2019 – Present • Organize client information and rebalance accounts in Black Diamond. • Prepare reporting and paperwork for client meetings. • Complete assigned projects in a timely manner. For example, assisting in the clean up their CRM (Redtail).
SFMG Wealth Advisors Plano, Texas Summer Intern June 2019 – August 2019 • Utilized eMoney to create wealth management reviews and enter all data for new clients. • Executed team projects including the creation of a client education document on inherited IRA accounts, updated the firm’s database with current benefits for corporate partnership clients, and researched the potential benefits of pulling fees from IRA vs. non-IRA accounts. • Conducted analyses for financial plan updates including running education projections and creating tax planning reports. • Researched information on Monte Carlo simulations and presented the information to the firm.
Ameriprise Financial Sandy, Utah Office Manager October 2017 – June 2018 • Scheduled and coordinated appointments for four advisors. • Prepared Morningstar reports, updated client information, opened accounts for new or existing clients, and processed checks. • Managed all office needs which included greeting clients, handling phone calls, maintaining supplies for the office, and opening and closing the office.
Ameriprise Financial Las Vegas, Nevada Client Service Coordinator Intern May 2017 – August 2017 • Scheduled appointments for advisors and shadowed client meetings. • Attended lecture seminars from the Executive Board of Ameriprise Financial. • Participated in charity drives and took part in the Ameriprise Financial service day.
VOLUNTEER AND TRAINING EXPERIENCE Utah Valley University Financial Planning Academy Orem, Utah Lead Student Advisor July 2019 • Trained and supervised camp counselors in the first year that UVU has hosted the Financial Planning Academy. • Ensured the campers were educated on the various aspects of the financial planning profession, as well as the importance of planning. • Facilitated the week-long competition among campers where they showcased their financial firms, financial plans and presented to a panel of judges.
Texas Tech Financial Planning Academy Lubbock, Texas Student Advisor June 2019 • Served as a Student Advisor to high school-aged campers. Facilitated curriculum to educate the campers on the importance of financial planning.
(801) 623-7504 ô [email protected]
Texas Tech University University of Akron
Faculty information: Students resumes by name:
Barry Mulholland, Ph.D., Emmanuel Dela Cerna CFP®, ChFC® Director, Financial Planning Conner McVey Program Samantha Wilhelm [email protected]
330-972-4524
Emmanuel Dela Cerna Medina, Ohio 44256| [email protected] | (330) 606-6007 EDUCATION______Bachelor of Bu siness Administration May 2020 The University of Akron, Akron, Ohio Major: Financial Planning (Major GPA: 3.5) ● Member of the Akron Dean’s Team ● Competed in several national financial planning competitions for the FPA and FSP WORK EXPERIENCE______Davenport Wealth Management, Cleveland, Ohio May 2018 – Present Financial Planning Intern for Independent RIA ● Technology experience with NaviPlan, Fi360, Morningstar, IBBITSON, Ashe Brokerage, CommonWealth ● Researched and develop unique financial planning solutions for clients ● Create and maintain numerous financial plans for clients Northwestern Mutual, Canton, Ohio May 2018 – October 2018 Intern/Financial Representative ● Life & Health Insurance Licensed ● Established and served an initial clientele with financial planning needs FINANCIAL PLANNING PROFESSIONAL ORGANIZATIONS______Financial Planning Association August 2018 - Present Member, Northeast Ohio Chapter ● Finalists in the 2019 FPA Financial Planning Challenge ● Attend chapter meetings and national conference to broaden professional knowledge Society of Financial Service Professionals August 2018 – Present Student Liaison to The Chapter Board, Cleveland-Akron Chapter ● Established networking events between the students and the professional world ● Marketed Financial Planning events to the Akron/Cleveland community LEADERSHIP______Financial Planning Student Association April 2018 - Present President, Akron, Ohio ● Developed a strategic plan to increase membership and professional development opportunities ● Mentored and guided students about the financial planning professional Phi Sigma Kappa February 2017 - Present Treasurer, Founding Father, Community Service Chairman, Akron, Ohio ● Used financial strategies to create and manage the Chapter’s budget ● Organized several community service events and created opportunities to aid the Akron community CAMPUS INVOLVMENT______Investment Club September 2018 - Present Member, Akron, Ohio ● Analyzed investments to make strategic decisions about how to optimize student portfolio ● Collaborated with team members to examine a designated sector of S&P 500 Delta Sigma Pi March 2018 - Present Member, Akron, Ohio ● Expanded business knowledge through fraternity networking and events Rho Sigma Summer 2018 - Fall 2018 Member, Akron, Ohio ● Coordinated with all Akron fraternities to create and embody Greek Life COMMUNITY INVOLVEMENT______ Caring For Kids December 2016 - Present Foster Care Volunteer, Akron, Ohio United Way i.C.A.R.E March 2017 – May 2019 Mentor, STEM Middle School, Akron, Ohio
University of Akron Connor McVey Akron, OH 44303 330-697-8829 | [email protected] EDUCATION
The University of Akron, Akron, Ohio Expected: May 2020 Bachelor of Business Administration Double Major: Financial Planning and Financial Management GPA: 3.6/4.0 Minor: Economics Dean’s List (6 semesters) WORK EXPERIENCE
Insurance Planning Intern, Long Road Risk Management, Akron, Ohio March 2019 – Present • Ensure accurate and timely completion of in-force service requests and submission of new business • Oversee all business through Salesforce and develop processes to better improve efficiency • Aid advisors by calculating premiums for life insurance and long-term-care from various carriers using VitalTerm and Winflex web software
Curb Manager, Swensons Drive-In Restaurants, Akron, Ohio September 2014 - Present • Trained over 200 employees to serve customers properly and make sure they understand protocol. • Manage servers’ workload by evaluating hourly business and computing payout. • Control all customer situations that may have occurred throughout the day by properly diffusing the situation and ensuring that all customers left happier than when they arrived. • Oversee training and operations for all seven Swensons Drive-In Restaurant locations and make sure each stand is operating efficiently.
CAMPUS ENGAGEMENT
Financial Planning Association Challenge Fall 2019 • Helped create a comprehensive financial plan for two hypothetical clients. • Picked to advance to the final round in Minneapolis where we will present our financial plan to a panel of expert judges Financial Planning Student Association Fall 2019 FSP Liaison • Attend monthly Cleveland-Akron FSP meetings to build a relationship with financial professionals as well as further my professional development. • Help educate FSP members as to how they can get involved in events we are doing for our student organization such as networking events and guest speakers. Notetaker, The University of Akron, Office of Accessibility Spring 2019 • Provide detailed notes, weekly, for qualified students registered with the office of Accessibility
VOLUNTEER WORK
Haven of Rest, Akron, Ohio November 2015-Present • Prepare and serve meals to the less fortunate • Gather and sort clothes to be handed out
University of Akron Samantha Wilhelm
North Canton, OH 44720 (330) 685-4415 [email protected]
Education ● The University of Akron, Akron, OH 44325 Expected: May 2022 ○ Financial Planning ○ GPA: 3.97 Work Experience Peer Leadership Advisor The University of Akron, Akron, OH Fall 2019- Current ● Learned resiliency ● Hard work ● Scheduling ● Professionalism Activities Staff LEAP mentor The University of Akron, Akron, OH Fall 2019- Current • Mentorship • Guidance • Leadership Server Aladdin’s Eatery, North Canton, OH Summer 2017-Current ● Communicate with others ● Work under high-stress situations ●Trained servers ●Multi-task Bar-Back Scenic Brewing, North Canton, OH Fall of 2016- Summer 2017 ● Learned importance of relationships with customers ●Time management ● How to work with an older crowd Hostess Cracker Barrel, North Canton, OH Summer 2016- Spring 2017 ● Dealt with high-stress situations ●Communicated with unsatisfied customers ●Learned organization and structure
Activities and Achievements ● Women in Business September 2018 - December 2018 ● Financial Planning Student Association September 2018 - May 2019 ● Emerging Leaders September 2018 - May 2019 ● Leadership Conference October 2018 - October 2018 ● Delight September 2018 - May 2019 ● Horseback Riding September 2018 - Current ● Roo Catholic Leadership May 2019 - Current ● LEAP mentor August 2019 - Current ● Sigma Lambda Honorary August 2019 - Current ● Leadership Designation Program August 2019 - Current
University of Akron University of Arizona
Faculty information: Students resumes by name:
Richard Rosen, J.D. Jerry Diaz Interim Director, Research Retailing and Consumer Martina Mendoza Sciences Danny Murego [email protected] Noor Nusrum 520-621-7630 JERRY DIAZ Tucson, AZ, 85714 · (520) 307-6540 [email protected]
Performance-oriented student with strong analytical skills, time management and work ethic seeking a financial planner/wealth management internship. Coming with exceptional intrapersonal skills and ability to communicate effectively.
I
AUG. 2019 – PRESENT COMPLIANCE STUDENT ASSISTANT, UA FINANCIAL SERVICES OFFICE Review over 300+ departmental transactions for compliance and communicate with departments which include but are not limited to overspending on UA p-cards, unallowable expenses and fraudulent transactions. As well as conducting research and work on special projects.
JAN. 2019 – AUG. 2019 STUDENT ASSISTANT, UA DEPARTMENT OF MANAGEMENT INFORMATION SYSTEMS Greet customers and address their needs, sort and deliver mail, trained in cash handling. Responsible for keeping work area clean and neat. Helped with different emerging tasks on a daily basis.
D A I
AUG 2018 PERSONAL AND FAMILY FINANCIAL PLANNING, UNIVERSITY OF ARIZONA Maintaining a GPA of 3.2 Relevant Coursework Taken: Analytic Methods for Business, Intro to Financial Acct, Intro to Managerial Acct, Basic Economic Issues, Econ of Futures Markets, Intro to Financial Planning, Tax Planning, and Law and Ethics.
I
• Exceptional ethical standards • Very detail-oriented • Excellent customer service • Strong computer skills (MS Word, Excel, • Bilingual - Spanish Access and Power Point) • Great Communication skills
A I A A I I I
• Financial Planning Association of Southern Arizona Sept. 2019 – Present • The National Association of Personal Financial Advisors Sept. 2019 - Present
University of Arizona Martina Mendoza West Covina, CA 91790 (626)272-5544 [email protected]
Objective To build a career and enhance my skills in the field of financial planning.
Education University of Arizona, Tucson, AZ — Personal and Family Financial Planning AUGUST 2016 - PRESENT West Covina High School, West Covina, CA AUGUST 2012 - MAY 2016
Summary of Qualifications
Effective communication skills, can adapt to any work environment, great problem solver, outstanding leadership and organization skills, and proficient in Microsoft Office (Word, Excel, PowerPoint).
Experience University of Arizona Bookstore, Tucson, AZ — Operations and Receiving Associate AUGUST 2016 – PRESENT
Duties: Count, receive, and process incoming general merchandise Translate merchandise UPC into system and price when needed Prepare orders for distribution to various store locations File and archive paperwork Accounts payable invoicing
University of Arizona Bookstore, Tucson, AZ — Sales Associate AUGUST 2016 – PRESENT
Duties: Greet and engage with customers Sell general and retail merchandise Ensure an enjoyable sales process Operate cash registers and process transactions Count cash
University of Arizona Danny Murego Tucson, AZ 85705 Unit. 4 (602) 770-8556 | [email protected] | https://www.linkedin.com/in/dannymurego ______EDUCATION University of Arizona, Eller College of Management Tucson, AZ Bachelor of Science in Business Administration May 2020 ● Major: Finance | MIS ● Honors: Wildcat Excellence Scholarship, Sage and Silver Award, Zipperman Scholarship, African American Heritage Business Leadership Scholarship Envestnet Institute on Campus Fall 2017 • Broad-based training in asset and wealth management with an emphasis on managed solutions • Learned the essential language of investment management as well as its ever-changing products and technologies • All course content approved by Money Management Institute ______LEADERSHIP & WORK EXPERIENCE Eller African American Honorary Tucson, AZ Director of Engagement Aug 2019–Present • Collect and analyze data to develop visual graphics used in the club’s annual report • Manage website and coordinate with recruiters for file downloads for presentations • Increase numbers by connecting with undergraduate students about club meetings and events. Take Charge America Institute Tucson, AZ Take Charge Cats Ambassador, V.P. of Video Jan 2018–Present • Perform Personal Finance workshops for students and organizations at the U of A and in the Tucson community • Successfully complete training, perform ongoing training exercises, seek resources and consistently communicate with professional staff and with the Take Charge Cats Team • Produce and edit Arizona Financial Faceoff promotional and instructional videos MRA Associates Phoenix, AZ Investment Analyst Intern Jun 2019–Aug 2019 • Assisted in research efforts regarding investments and prospective investments • Maintained and updated financial models and databases including Morningstar and Salesforce • Attended and participated in meetings with the investment team, including prospective managers, external investment managers and external investment consultants • Assisted in preparing fund reports and investment performance reports • Supported the client services and administrative teams on special projects (internal/client specific/data input) Summit Marketing (AZ) Phoenix, AZ Account Manager – Leader Jun 2018–Jul 2018 • Worked on CenturyLink and DirecTV campaign to bring new customers and generate $4000 in monthly revenue • Completed field training and consistently helped customers with service setup and scheduling • Promoted to leader in two weeks, conducted interviews for the firm, and participated in the hiring of an employee U-Haul International, Inc. Phoenix, AZ Financial Analysis Intern May 2017–Aug 2017 • Compiled study material to assist team members in preparation for financial planning and analysis certifications • Analyzed over 38,000 self-storage locations to identify approximately 29,000 distinct operators within a data set, to determine specific areas with competitive presence • Designed and optimized a wireframe rate map of the Houston, TX storage rate estimates based on surrounding market environment, and performed linear regression analysis to quantify model efficacy ______SKILLS, ACTIVITIES, & CERTIFICATIONS Skills: Microsoft Office, SQL server, JavaScript, Morningstar, Salesforce, Interpersonal Effectiveness, Problem Solving Intermediate Proficiency in French and Swahili Activities: Direct Support Provider, Photography, volunteer for Rwandan Community of Arizona Certifications & Training: Body language communication, CPR, AED and Basic First Aid certified
University of Arizona Noor Nusrum (520) 901-0973 | [email protected] | www.linkedin.com/in/noornusrum Education University of Arizona Honors College, Eller College of Management Tucson, Arizona Bachelor of Science in Business Administration Expected Graduation May 2021 ● Major: Finance ● Minor: Personal and Family Financial Planning ● GPA: 4.0 ● Honors: Wildcat Excellence Scholarship | Dean’s Distinction Scholarship | Saunders Entrepreneurs Scholars Finalist Scholarship | New Start Friend’s and Alumni Scholarship | Arizona Council of Economic Education Scholarship | National Collegiate Scholar | Eller College Dean’s Council Scholarship
Professional Experience Bank of America Merrill Lynch Scottsdale, Arizona Wealth Management Intern May 2019 – August 2019 ● Gained exposure to the field of wealth management and internal operations of a global company ● Advanced ability to communicate the factors one should observe before investing in a stock or mutual fund
Bank Alfalah Consumer Finance Group Lahore, Pakistan Executive Intern December 2018 – January 2019 ● Served in the consumer finance department under the Head of Finance of the 5th largest bank in Pakistan ● Redesigned the employee training and retention program and participated in corporate meetings
Young Entrepreneurs Academy Tucson, Arizona Youth Division Intern August 2017 – January 2019 ● Presented at workshops to peers and mentors to aid in developing a registered business (SOL Company) ● Competed in and won local and national trade show generating more than $3,000 for my business idea
Arizona Community Surgeons West Campus Tucson, Arizona Medical Receptionist January 2017 – September 2018 ● Greeted and tended to around 50 patients a day, filing, book-keeping, and managing the office phones ● Scheduled for Dr. Kashaf Sherafgan and Dr. James Pederson and managed procedure room availability
Other professional experiences: Medical Scribe | Association of Pakistani Physicians of North America SAYA Board Member | SOS Village in Lahore, Pakistan | NS Event Planning | Private Tutor
Leadership Experience Refugee Resource Center Charity Clinic Tucson, Arizona Founder and Administrative Director August 2018 – Present ● Proposed and set up charity clinic to aid in providing affordable healthcare to those in need in the Tucson community ● Designed and presented education lectures on life skills and necessary knowledge for incoming refugees
Alpha Kappa Psi Professional Fraternity Tucson, Arizona Director of Finance February 2019 – Present ● Managed budget for the Spring Class of 2019 and organized 2 fundraising and 2 philanthropy events ● Conducted 40+ interviews to prepare for professional situations and advanced personal confidence and presentation
Investments Club Tucson, Arizona Market Analyst August 2018 – Present ● Attended 40 workshops and actively participated to further my professional, analyst skills, and networking skills ● Developed a strong foundation of current issues in global and local companies, sectors, and overall markets
Skills, Activities & Interests Skills: Fluent in Urdu and Hindi | Marketing | Medical Scribe Training | LinkedIn Putnum Prospecting Training | Lifeguard/Swimming | Federal Reserve Bank of St. Louis Training | Eller Leadership and Integrity Training Activities: Volunteer at Ben’s Bells, Casa Maria Soup Kitchen, Project Access, MCCT Charity Clinic Interests: International Travel | Retail and Design | Cosmetic Development and Application | Spontaneous Performances
University of Arizona University of California, Irvine
Faculty information: Students resumes by name:
Christopher Schwarz, Ph.D. Hrag Harboyan Associate Professor of Finance Mary Hu [email protected] Adrian Muniz 949-824-0936 Miaoyan (Zoey) Zhou Hrag Harboyan (323) 303-7890 | [email protected] | linkedin.com/in/hrag EDUCATION University of California, Irvine, The Paul Merage School of Business Irvine, CA B.A in Business Administration with emphasis in Finance | Minor in Digital Information Systems Expected 06/21 Relevant Coursework: Financial/Managerial Accounting, Managerial Finance, Investments, Derivatives GPA: 3.34
WORK EXPERIENCE ApelInc Landscape Services Inc. Newport Beach, CA Accounts Payable Associate, Assistant IT 10/2017 – Present • Manage accounts payable for over 30 accounts representing over $1,000,000 in funds • Increase of account management responsibilities from 5 accounts to over 30 within a year of being hired • Conduct data entry and coding of scanned invoices from vendors while responding to various inquiries they may have • Operate helpdesk assistance and troubleshooting for over 100 clients
The Blueprint El Monte, CA Product Manager, Accounts Payable Associate 06/2016 –10/2017 • Supervised a team of 10 employees by coordinating apparel production • Developed relationships with clients in order to deliver made-to-order apparel within the desired timeline • Coordinated with A/P department for over 10 different orders during busy periods • Saved company upwards of $5,000 in material and labor expense for a single line of apparel
EXTRACURRICULAR LEADERSHIP & DEVELOPMENT Student Managed Investment Fund (UCI SMIF) Irvine, CA Team Strategist 09/2019 - Present • Collaborate with students to manage an investment project whilst competing with other institutions • Conduct economic research, equity and fixed income analysis, fund analysis and asset location • Create a fixed income portfolio which will consist of investment grade treasuries and high yield mortgage backed securities
PIMCO (Pacific Investment Management Company) Newport Beach, CA Attendee 04/2019 • Invited to attend the PIMCO headquarters in order to get a head start on future internship opportunities • Provided with insights on the asset management industry from business leaders and experts
Armenian Student Association Irvine, CA Fundraising Chair 09/2018 – 06/2019 • Organized fundraising events and social gatherings on and off campus for over 60 members • Fundraising events include concerts, entertainment nights, and campus wide bake sales • Raised over $4,000 that was used to organize networking and educational events for our members • Profits were donated to various charities including SARF (Syrian Armenian Relief Fund)
AWARDS AND SCHOLARSHIPS Charles Schwab IMPACT San Diego, CA Scholarship Awardee 11/2019 • One of four selected for a scholarship to attend the 2019 IMPACT conference hosted by the Charles Schwab corporation • The conference will feature a number of world-renowned names that will provide educationals about investment advisory
ADDITIONAL INFORMATION Computer: Microsoft Office (Word, Excel, PowerPoint), Intuit QuickBooks Languages: English (Native), Armenian (Fluent) Skills: Public Speaking, Team Building, Organization Volunteer Work: Montebello City Library, Beverly Hospital, Voting Polls, Armenian Cultural Foundation
University of California, Irvine
MARY HU Irvine, CA | (714) 322-2257 | [email protected] | linkedin.com/in/maryhu99
EDUCATION University of California, Irvine Irvine, CA B.A. in Business Administration, Emphasis in Operations and Decision Technologies June 2021 B.S. in Informatics Cumulative GPA: 3.357
WORK EXPERIENCE Atrium Hotel Irvine, CA Hotel Intern March 2016 – May 2016 • Experienced in the multifaceted departments (front desk, housekeeping, and kitchen) to assist the hotel management in all sections of the business • Assisted in the accounting department to check records and audit claims to report accurate accounting Old Navy Irvine, CA Sales Associate Intern October 2015 – January 2016 • Promoted merchandise and conducted sales through personalized interactions to ensure customer satisfaction • Facilitated in the organization of the store and fitting room while valuing customer service and interaction
LEADERSHIP EXPERIENCE Associated Students - University of California, Irvine (ASUCI) Irvine, CA Student Program Funding Board Commissioner September 2018 – Present • Manage a funding account of $130,000 by applying accounting and organization skills to distribute funding to organizations on campus who apply for funding for their event Student Program Funding Board At-Large Member October 2017 – June 2018 • Allocated more than $100,000 to over 70 clubs on campus to alleviate club event costs and ensure widespread undergraduate campus involvement • Reviewed check requests and the documentation for the club’s event and contacted the club if requests were incomplete to ensure organizations received funding • Interviewed club representatives during weekly meetings to determine how much the event would benefit the undergraduate population Merage Undergraduate Student Association (MUSA) Irvine, CA Vice President of Academic Affairs March 2019 – Present • Collaborate with faculty and students to host a Faculty luncheon by planning out event details and delegating Vice President of Technology March 2018 – March 2019 • Utilized Photoshop software (Gimp and Canva) to create weekly Student of the Week posts and other flyers in order to publicize the students on campus and strengthen community engagement • Promoted the website with club announcements, photos, resources, and more to promote the organization Women in Leadership (WIL) Irvine, CA President March 2019 – Present • Organize a team of leaders to host new initiatives like the WIL Summit targeted to underprivileged high schoolers Vice President of Mentorship March 2018 – March 2019 • Supervised 63 mentees and 48 mentors in the mentorship program and organized networking mixers to help foster an enriching mentorship experience • Enhanced leadership and communication skills through working in a team of 10 and hosting interactive workshops every quarter • Networked with over 60 members and helped assist in WIL events and its operations to ensure smooth operation in its weekly meetings
SKILLS AND INTERESTS Other Experiences: Women in Information and Computer Science Former Member, Former Campus Honors Student Council Representative, Student Alumni Association
University of California, Irvine
Adrian Muniz Irvine, CA 92617 | (626) 347-0842 | [email protected] | linkedin.com/in/adrian-muniz007
EDUCATION University of California, Irvine CA June 2021 Bachelor of Arts | Business Administration | The Paul Merage School of Business Minor in Digital Information Systems | Donald Bren School of Information & Computer Sciences
EXPERIENCE Center for Investment & Wealth Management – UCI Paul Merage School of Business, Irvine, CA Lead resident Advisor January 2019 – July 2019 • Working with Incoming high school students from Santa Ana or South Los Angles • Taught the students financial literacy • Demonstrating the advantage of living within your means with a budget • Illustrate how retirement is important and the power of compounding • Create hypothetical portfolios to emphasize the time value of money • Explain the different programs for retirement, such as a 401(k), Roth IRA, IRA, or savings program • Mentor the students throughout the week to stress the importance of professionalism • Become a Mentor to these students to mold their S.H.A.P.E. to their unique set of experiences
ACTIVITIES Junior (Category 2) U18 Road Cyclist Jan 2016 - August 2017 Racer & Marketing (non-profit organization, Team Velosport) ● Managed multiple Social Media accounts ● Competed in Professional races & UCI 2.1 stage races ● Surpassed and exceeded social media quota successfully for Sponsors: Skratch Labs, Specialized Bicycles, Park Tool, Garmin, GU Energy Labs, and Bonk Breaker ● Led team as captain of Europe racing team; managed team expenses, coordinated race strategies, led team to a victorious season while creating a cohesive atmosphere ● Ranked #1 team by USA Cycling 6 years in a row
EXPERIENCE Administrative Intern Program Irvine, CA Feb 2019 - Present Mentee & Intern ● Chosen out of a competitive pool of 150+ students ● Applies tacit knowledge to a spectrum of tasks ● Active involvement with contacting and engaging with Alumni ● Relied upon to develop spreadsheets for multiple current projects
SKILLS ● Related Courses: Marketing, Finance, Info-Management, & Management Science ● Effective Analytical Communication: Conducting research & presenting via PowerPoint ● Computer: Microsoft Office (Word, Excel, PowerPoint) ● Language: Fluent in Spanish
University of California, Irvine Miaoyan (Zoey) Zhou Irvine, CA 92603| (949)668-3162 | [email protected] EDUCATION University of California, Irvine, The Paul Merage School of Business Irvine, CA Bachelor of Arts in Business Administration Dec 2020 Emphases in Finance and Management GPA: 3.9 EXPERIENCE Center for Investment and Wealth Management Irvine, CA Financial Literacy Promotion Manager October 2018 – Present • Lead UCI to be the National Endowment of Financial Education (NEFE) CashCourse top 5 colleges doing the most to promote financial literacy on campuses across the country in August & March 2019 • Plan CashCourse promotion to encourage UCI students to use this free online platform to learn Financial Lit- eracy resulting in over 3700 completed modules • Organize Advanced Financial Literacy Workshops for 30 selected students who finished all twelve modules • Cooperate with Financial Literacy Study at UCI for understanding the value of financial literacy education Live Good. Inc Irvine, CA Business Development Intern May 2019 – Present • Assist with oversees business development • Analyze the opportunity in Chinese and Japanese markets Overseas Chinese Wealth Management Hangzhou, China Financial Manager/Intern July 2019 – August 2019 • Learn the market of funds and stocks in China by teaching myself and meeting with my mentor • Understand and analyze the financial products of the company to learn how private equity and FOF works PIMCO Prep Newport Beach, CA Attendee April 2019 • Visit PIMCO Headquarters to learn about their culture through their presentation by staff members LIFEvest Financial Literacy Program Irvine, CA Mentor December 2018 – Present • Mentor three high school students by sharing university experience and advice, send financial literacy newslet- ter every month and invite students to LIFEvest alumni events Financial Literacy Association Irvine, CA Operations Director November 2018 – June 2019 • Assist in the organization of UCI Stock Market Competition resulting in 300 participants • Assist in financial literacy workshops and Stock Market Competition workshops AWARDS & LEADERSHIP UCI Leadership Experience and Development for Success (LEADS) Irvine, CA Cohort June 2019 – Present Financial Executive International Scholarship Orange County, CA Recipient April 2019 Math Competition Zhejiang, China Prize winner November 2014 – June 2016 • The 2rd Prize in the Mathematics contest of Zhejiang Province • The 1st Prize in the Mathematics contest of Hangzhou City SKILLS • Language: Chinese • Computer: Word, Excel, Google Suite • Others: Event planning
University of California, Irvine University of Delaware
Faculty information: Students resumes by name:
John Stocker, Ph.D. Shivani H. Modi Assistant Professor of Finance, Associate Chairperson Laura A. Russo [email protected] SHIVANI H. MODI Newark, DE 19711 Mobile: (302) 535-1392 Email: [email protected]
EDUCATION University of Delaware, Lerner Business and Economics, Newark, DE May 2021 Bachelor of Science in Finance & Financial Planning and Wealth Management Minor in Economics • Cumulative GPA: 3.45/4.0 PROFESSIONAL EXPERIENCE Charles Schwab June 2019 - August 2019 Investment Advising Intern, Phoenix, AZ • Analyzed securities by using technical analysis and MACD function on Bloomberg to trade at the top of execution • Successfully curated a unique $100 million mock portfolio that outperformed peers and executives by P&L in Bloomberg • Constructed and exercised options models to hedge risky investments for different financial circumstances • Streamlined Schwab’s Salesforce mobile experience by presenting adjustments that benefit relationship managers Sallie Mae June 2018 - August 2018 Summer Associate Intern, Newark, DE • Interviewed flagged applicants to identify intangible characteristics that indicate positive loan repayment experiences • Collaborated with a team of 15 individuals to collectively clear daily queue to ensure customer satisfaction • Communicated directly with clients and internal partners to resolve over 70 positive or negative client concerns daily Rutter Associates May 2018 Job Shadow, New York, NY • Developed knowledge in credit risk and liquidity risk associated with financial market positions and transactions • Created a financial report on the valuation of assets and liabilities such as interest rates, equities, commodities and other derivatives to be used in the defense of an independent client in civil and federal bankruptcy court Protiviti January 2018 Job Shadow, New York, NY • Observed a team of 5 consultants and practiced common mock client interactions in risk management • Learned how to protect and enhance clients’ enterprise value by helping to identify and solve critical business problems LEADERSHIP Blue Hen Investment Club August 2018 - Present Sector Head of Consumer Discretionary Sector, Member • Manage a team of 9 analysts in the Consumer Discretionary sector of the University of Delaware’s $2.5 million student run endowment fund • Implemented a strategy of combining growth and value stocks for sector to maintain and improve performance of portfolio o Entire portfolio outperformed S&P 500 by 1.8% • Identify and evaluate potential undervalued securities using multiples such as P/E and PEG, with a strong qualitative story • Construct equity research reports, buy, and sell pitches through fundamental analysis, relative valuation, and DCF analysis • Successfully pitched buy of O'Reilly Automotive which has out-performed benchmark since purchase by 1.78% University of Delaware Women in Finance September 2017 - Present Executive Vice President, Founder • Lead 15 members by organizing 3 professional events per semester, delegating tasks in monthly executive board meetings, and creating internship opportunities • Host networking events within the business school that connect multiple CFA charter members of the CFA society of Philadelphia with over 100 undergraduate students who have a concentration in finance PROFESSIONAL ORGANIZATIONS • University of Delaware Dean’s Lerner Student Advisory Board March 2019 - Present o Advocate to improve academic quality, professional experience, extracurricular enrichment and satisfaction for Lerner students • University of Delaware Blue Hen Investment Club Charitable Grants Committee March 2019 - Present o Assess applicants for, and oversaw the donation of $26,500 to charities on campus organizations • University of Delaware Executive Mentors Scholars Program September 2017 – Present o Developed a one-on-one relationship with a private sector business executive and gained insights on specific career objectives CERTIFICATIONS & SKILLS & INTERESTS • Certifications: Bloomberg Market Concepts, Accounting Crash Course (Wall Street Prep), Excel 2013 (Certiport) • Computer: Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Access) QuickBooks, Bloomberg, FactSet, Financial Modeling, Business analytics, basic R programming • Interest: Traveling, cooking, playing volleyball, going to the beach
University of Delaware
Laura A. Russo (516) 695-9759, [email protected]
EDUCATION UNIVERSITY OF DELAWARE HONORS RECEIVED • Bachelor of Science, May 2020 • Honors Program • Financial Planning and Wealth Management, • Distinguished Scholars Program Trust Management, Italian • Telkes Scholar • 3.82 GPA • Dean’s List
PROFESSIONAL EXPERIENCE Wells Fargo, Long Beach, CA 6/19-8/19 WEALTH MANAGEMENT FIDUCIARY INTERN • Performed discretionary reviews and made decisions about fund disbursements to clients based on trust provisions • Analyzed and interpreted irrevocable trusts and other legal documents to complete administrative account reviews • Communicated with investment and relationship managers of trust accounts to assist with administration • Utilized bank-wide systems and software for day-to-day administrative tasks • Planned and organized office wide event Davoli and Associates, Rockville Centre, NY 6/17-8/18 LEGAL ASSISTANT • Communicated with clients, insurance adjusters, medical providers, and other law offices • Drafted legal documents including Bills of Particulars, Responses to court orders, and Arbitration Memos • Expedited critical client and case information for partner database • Created Excel-based tool to organize and track client information
LEADERSHIP/VOLUNTEER EXPERIENCE University of Delaware 2/19-Present UNDERGRADUATE TEACHING ASSISTANT • Created assignments and class activities for 3 collegiate level Italian courses • Reviewed and graded assignments completed by students • Inputted grades into online system Delta Sigma Pi (Professional Fraternity), University of Delaware 4/17-Present B+ HERO FAMILY CHAIR • Led community service event to bring cards to children at Alfred I. DuPont Children’s Hospital • Fundraised for university-wide annual dance marathon resulting in over a $2 million donation to B+ Foundation • Organized events with a family who was affected by childhood cancer Mock Trial, University of Delaware 9/16-3/19 CAPTAIN • Practiced 10 hours weekly to prepare for intercollegiate competitions • Organized and led practices for the program’s A team • Held tryouts to create teams and assign roles to each member • Served as attorney in competitive trials University of Delaware Alternative Breaks Program 4/19 VOLUNTEER • Participated in a week-long environmental and cultural service trip to Maryville, Tennessee • Interacted with members from the Cherokee Native American community through homesteading activities
SKILLS Technical: Italian (limited working proficiency), Microsoft Office Other: Public speaking, Customer service page 1/1 University of Delaware University of Georgia
Faculty information: Students resumes by name:
Lance Palmer, Ph.D., CFP® Lucas J. Freund Professor of Financial Planning, Housing and Hunter Guess Consumer Economics Logan Harr [email protected] Caroline W. Huggins (Callie) 706-542-4916 Katherin Ann Motes
Michael Umezurike Lucas J. Freund
(706) 510-5698 – [email protected] – FreundLinkedIn
SUMMARY
Military Veteran: US Army Combat Engineer supported the State of Georgia’s emergency response and recover efforts Dynamic Leader: Over six years of experience in teamwork, sales, and leadership within prestigious organizations
EDUCATION
The University of Georgia Athens, GA Bachelor of Science: Financial Planning GPA: 3.6 Graduation: May 2020 College of Family & Consumer Sciences
PROFESSIONAL EXPERIENCE
Treasury Chair Athens, GA University of Georgia May 2019 - Present • Maintains treasury account, budget allocation, and coordinates events to collaborate with the Executive Board • Manages strategic financial planning efforts which produced a 52% increase in the SFPA treasury fund in first term • Creator of the Industry Essentials Committee which fosters an environment of professional development, networking, and educational opportunities for Student Financial Planning Association Membership
Realtor® Savannah, GA Exclusive Georgia Properties January 2016 - September 2016 • Negotiated over $1.4M in residential sales contracts upon graduating from the Georgia School of Real Estate • Served as the Office Manager to assist and supervise staff in property marketing, tenant procurement, leasing, and upkeep of approximately thirty residential investment properties and seven commercial units • Created and implemented a client appreciation program resulting in accelerated volume of sales referrals while simultaneously generating lasting relationships with various community organizations
Combat Engineer, HHC 878th EN BN Augusta, GA Georgia Army National Guard February 2013 - Present • Led a team of five soldiers to assist the Department of Public Transportation in hurricane relief operations throughout Glynn County, GA, economizing cleanup and roadway costs by nearly $1M over a period of two weeks • Awarded the State Active Duty Ribbon in recognition for outstanding performance in humanitarian relief efforts • Instructed military tactics classes, land navigation courses, and demolition rigging techniques to over thirty soldiers during Annual Training exercises
Shift Lead Savannah, GA Chick-Fil-A Restaurants September 2015 - February 2016 • Conducted regular pre-shift meetings to identify organizational goals and maintain health code and safety regulations • Coordinated nearly fifty special event delivery drop-offs, weekly inventory checks, and scheduling for line cook shifts • Operated industrial cooking machinery to push product, meet customer demands, and execute sales objectives
Academic Performance: Presidents List, Deans List, Vera Howard Simpson Scholarship Recipient Student Involvement: Student Financial Planning Association, Student Veterans Association Technical Proficiency: Microsoft Office 365, Google Drive, Canva, Apple Office Suite Certifications: Residential Real Estate Sales (GREC), CPR & First Aid
University of Georgia Hunter Guess [email protected] (770)-707-6391 Brooks, Ga 30205 I am an enthusiastic, dependable candidate seeking a summer internship which would provide opportunities to sharpen my business and personal skills as well as to provide competent service to the company. EDUCATION University of Georgia, expected graduation: December 2020 August 2018-Present Bachelor of Financial Planning, GPA: 3.1 Minor: Music Business Program HOPE Scholarship Recipient August 2016-Present
Mississippi State University (Starkville, MS) August 2016-May 2018 Core Curriculum
CUSTOMER SERVICE EXPERIENCE Security Relations Officer Chick-fil-A, Inc. (Atlanta GA) June 2019-Present • Secured campus access for deliveries and visitors • Directed visitors to appropriate secured locations • Demonstrated keen attention to details to determine those granted access to the campus • Sharpened social skills for handling individuals angry from being denied access • Established positive rapport with clients, employees, and employers • Greeted all visitors with kindness and hospitality
ENTREPRENEURIAL EXPERIENCE Studio Engineer and Music Promoter (Atlanta Ga) Atlanta, GA CTGG Record Label May 2017-Present • Mastered physical skills required to set up and break down a studio • Effectively communicate with clients in a professional setting • Establish and obtain clientele using a variety of marketing tactics Home Studio Operator and Music Promoter (Starkville MS) August 2016- May 2018 January 2019 - May 2019 • Coordinated and supervised daily recording sessions with various clients. • Provided clients with marketing and social media outreach. • Connected clients with local radio stations for interviews and radio spins.
Private Construction Laborer ECAL Construction (Atlanta GA) June 2017 - August 2017 • Performed professional construction tasks • Managed customer deadlines • Maintained positive rapport with employers and fellow employees
CAMPUS & COMMUNITY INVOLVEMENT Financial Planning Society, Member February 2019 - Present Home Studio, Owner August 2018-Present Music Promoter UGA FACA Study Tour Participant: Charles Schwab Impact Conference Attendee CALVARY REFUGE CENTER: Cooked for and served the homeless 2014-2016 CHURCH COUNSELOR: Volunteered as summer camp counselor for May 2011 & May 2012 Fayetteville First Baptist Church “Kids Kamp” SKILLS Language Skills: Studio Terminology, Musical Terminology Technical Skills: Proficient in FL Studio, Microsoft Office Suite, Basic knowledge of Pro Tools with advanced vocal . Mixing skills Personal Skills: Dependability, Conscientious work ethic, Acceptance of challenging tasks and goals, Ability to build and maintain relationships
University of Georgia LOGAN HARR • 770-540-2387 • [email protected] OBJECTIVE
Driven and disciplined Bachelor of Science in Financial Planning candidate with proven leadership and organizational skills. Interested in opportunities to grow as a team player and servant leader.
EDUCATION
UNIVERSITY OF GEORGIA, Senior Athens, Georgia Bachelor of Science in Financial Planning May 2020 • Concentration: Financial Planning • Zell Miller Hope Scholar (Fall 2016 – Present) GPA: 3.9
EXPERIENCE
RAYMOND JAMES FINANCIAL Athens, Georgia Branch Intern—Analyst May 2017—August 2019 • Assisted in building investment models for both qualified and non-qualified portfolios • Exposed to a variety of different investment strategies and tactics • Attended over 100 client meetings, while taking notes, conducting research, and providing input AMERIPRISE FINANCIAL Gainesville, Georgia Financial Planning Assistant May 2015—May2016 • Created and updated financial plans for 300+ clients using MoneyGuidePro and NaviPlan software • Often spoke with clients one on one to gather plan data • Emphasis on managing liabilities such as mortgages, credit cards, and student loans CANNON FINANCIAL STRATEGISTS Athens, Georgia Advisors Assistant September 2019—Present • Heavy exposure to large scale retirement plans such as 401(k) and 403(b) • Conduct cash flow projections for clients nearing retirement • Experienced the industry from a third-party advisory firms’ perspective VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) Athens, Georgia Tax Return Preparer January 2018—April 2018 • Received Advanced Internal Revenue Service Certification for tax preparation • Made financial recommendations to clients regarding tax strategies and savings vehicles
UNIVERSITY OF GEORGIA
STUDENT FINANCIAL PLANNING ASSOCIATION Athens, Georgia President April 2018—Present • Act as the face and primary contact of the organization • Oversee all committees, officers, and functions of the association Vice President April 2017—April 2018 • Head of the Event Planning Committee—organize all SFPA events • Right hand of the president and co-manager of the organization STUDENT GOVERNMENT ASSOCIATION Athens, Georgia Family and Consumer Sciences Student Representative August 2019—Present • Represent the college in monthly meetings with the student board and president of the university
SKILL/ INTERESTS
Activities: Lead guitarist and vocalist of band Underground Springhouse, member of Phi Gamma Delta Fraternity, golf, traveling, sports, stock market, hiking/ nature
University of Georgia Caroline W. Huggins (Callie) [email protected] (706) 799-1745 Athens,GA
EDUCATION The University of Georgia, Phi Beta Kappa Athens, GA Masters in Financial Planning Expected May, 2020 Bachelor of Science in Psychology May, 2019 Minor: Sport Management ● Cumulative GPA 3.87/ 4.0 University of New Orleans, Study Abroad Innsbruck, Austria ● Studied Sport Event Management with former CEO of Olympics Summer 2017 Financial Planning Relevant Coursework: Wealth Management 1 &2, Practice Management, Financial Analysis, Estate Planning, Family Tax Planning, and Client Communication
FINANCIAL PLANNING EXPERIENCE PeachCap Financial LLC Atlanta. GA Financial Planning Intern June 2019- Current ● Perform Fixed-Income research using Bloomberg technology and provide daily holding updates ● Prepare for client meetings by data gathering, compiling performance reports, and rebalancing recommendations ● Service and enroll clients in 401K plans and various custodian platforms MarketWatch Report Simulation Wealth Management ● Conducted a research analysis of various satellite and core stocks and bonds and their current yields ● Allocated $1,000,000 in determined small cap stocks and bonds with 60% in stocks and 40% in bonds ● Determined the securities with the highest and lowest returns and revised a plan for future investments Client Advice Report Financial Analysis ● Advised a client over a period of 4 months and developed a plan to turn $87,000 of student loans into strategic debt ● Collaborated with a team of 4 to provide our client with appropriate deliverables ● Provided recommendations and statements including a Balance Sheet, Income Statement, Liquidity Ratios, Savings Rate, and Debt Ratios
WORK EXPERIENCE Volley One Volleyball Athens, GA Program Co-Site Director August 2017- May 2018 ● Consolidated 30 clients’ payments and assisted in developing payment plan options. ● Demonstrated keen attention to detail by managing transactions totaling $16,500 monthly. Ensured proper account balances. ● Gained experience in small business operations focusing on marketing and sales. ● Supervised, mentored and advised program staff in regular trainings.
ACTIVITIES Alpha Omicron Pi, Sorority Member Assistant Vice President of Philanthropy ● Recruited a group of twelve companies to sponsor a color run supporting Juvenile Arthritis SKILLS Computer: Proficient in Microsoft Office, Microsoft Excel and PowerPoint ● Language: Intermediate level in Spanish ● Software: Familiar with RedTail, AshBrokerage, MoneyTree and other Financial Planning platforms ●
University of Georgia Katherin Motes Current Address [email protected] Permanent Address: Athens, GA (404)-337-6445 Atlanta, GA
Self-motivated Financial Planning Student with highly developed interpersonal skills and the ability to work well in a team-based environment. Looking to obtain a full-time position where strong problem-solving and analytical skills will be utilized. Highly proficient in Microsoft Excel and Salesforce.
EDUCATION University of Georgia (Athens, GA) Graduation: August 2020 Bachelor of Financial Planning, GPA: 3.2
HOPE Scholarship Recipient August 2016 – Present
Work History Finance Intern Printsome – Barcelona, Spain June 2018 – August 2018 • Generated and analyzed reports, prepared financial statements, and assisted with audits. • Assisted with month-end closing processes and verified journal entries. • Assessed inventory surpluses and curated spreadsheets to present alternative buying strategies to minimize costs in areas where the company was overspending. • Strengthened proficiency in using Excel and Salesforce.
Office Manager Intern P3 Compounding Pharmacy – Atlanta, GA March 2015 – July 2015 • Improved office operations by automating client correspondence, record tracking, and data communications. • Streamlined office operations by computerizing activities, managing customer communications, scheduling payments and tracking records and documents. • Communicated with patients and addressed inquiries, appointment requests and billing questions. • Held oversight of office inventory activities, including ordering and requisitions, stocking, and shipment receiving.
Sales Supervisor Michael Kors – Atlanta, GA February 2014 – March 2015 • Analyzed sales data to set weekly quotas and assess potential areas of growth. • Promoted exceptional customer service by engaging clients on the sales floor. • Monitored daily sales operations and served as an informational and procedural resource to team members. • Efficiently coached team members to reach their weekly and monthly sales goals.
CAMPUS & COMMUNITY INVOLVEMENT Student of Financial Planning Association, Event Coordinating Committee February 2019 - Present UGA FACA Study Tour Participant, Charles Schwab Impact Conference Attendee November 2019
SKILLS Industry Knowledge: Financial Management, Accounting principles, Budgeting, Financial Analysis, Tax Preparation, Estate Planning, Economics, Business Development, Strategic Sales, Sales Process, Customer Experience Technical Skills: Proficient in Microsoft Excel, Microsoft Office, Salesforce CRM, Data Management Personal Skills: Strong verbal communication, Self-Motivated, Dependable, Team Building, Negotiation, Employee Training, Time Management
University of Georgia Michael Umezurike Atlanta, GA ● [email protected] ● (404) 723-5038
EDUCATION University of Georgia Expected Graduation: December 2019 Bachelor of Business Administration, Financial Planning Relevant Coursework Managerial & Financial Accounting, Statistical Analysis of Business, Wealth Management, Financial Management, Business Process Management. Transferrable Skills Excel, SQL, Python, Business Process Modeling, Tax Slayer Pro, CRM Software (ELEAD).
RELEVANT EXPERIENCE
Volunteer Income Tax Assistance (VITA) Program Georgia United Credit Union - Athens, GA January 2019 - May 2019 IRS Advanced Certified Tax Preparer • Managed and prepared over 50 tax returns and client letters using tax software. • Ensured that all taxpayers complete a Georgia Earned Income Tax Credit (EITC) and Georgia Asset Building Coalition's Client Intake Sheet. Interview clients to determine if all income, deductions and allowable credits are claimed. • Provided high-quality Federal, State and Homestead tax assistance to all taxpayers. Ensuring on-site quality review is performed on completed returns and a copy of the completed return is provided to the taxpayer.
Homes For All - Atlanta, GA August 2016 - May 2017 Financial Analyst Intern • Checked the validity and integrity of over 200 daily, monthly, quarterly, semi-annual, and annual reports sent to Institutional clients. • Improved an internal email managing system by reducing a daily process thus culminating a total of 235 hours saved yearly. • Analyzed data derived from over 1500 emails to create statistics based on the Bayesian probability theory to better predict which queue an email should be directed to.
OTHER EXPERIENCE Gwinnett Place Honda - Duluth, GA August 2019 - Present Business Development Center Agent • Managed over 100 daily sales leads, responded to inquiries in a timely fashion, and answered questions on available stock and product performance. • Maintained an ongoing customer database to capture repeat business. • Utilized ELEAD CRM Software to communicate effectively with customers to book appointments, update database, and prospects according to their preferred method of communication. The University of Georgia Development and Relations - Athens, GA August 2018 - December 2018 Marketing Intern • Created a hypothetical business and relevant business model with team members. • Created a presentation which showcased knowledge of application mock-ups, the business model canvas, business process model, executive summary, data models, and work breakdown structure. • Coordinate activities with internal teams in the University of Georgia Development and Relations department as well as clients. SEO Career - New York, NY December 2017 - May 2018 Trainee Intern • Completed 100 hours of online and in-person training covering technical skills including MS Excel, PowerPoint, and basic accounting and finance, in addition to professional development skills relevant to operations
COMMUNITY INVOLVEMENT • Young Dawgs UGA Program Mentor (June 2018 - July 2018), Family Counseling Services Event Coordinator (November 2017), The University of Georgia [Welcome Back Program] Volunteer (August 2017)
Thank you for taking the time to review my resume. I hope to hear from you soon www.linkedin.com/in/michael-umezurike-0b8786118
University of Georgia Utah Valley University
Faculty information: Students resumes by name:
Hyrum Smith, Ph.D., Austin L. Allen CFP®, CPA Professional in Residence – Kevin D. Cowan Personal Financial Planning Wesley Jacobson [email protected] Amy Ramirez 801-863-8473 Kimberly J. Solomon
Jared M. Stuart
Alexis Teran Austin L. Allen [email protected] | (817) 925-3003 | https://www.linkedin.com/in/austin-l-allen-4172b3163/ Education Bachelors of Science in Financial Planning: Utah Valley University August 2019 – Fall 2021 • Relevant Coursework & Skills: Excel, Economics, and Finance
Extracurriculars BYU-Idaho Wealth Management Society: Brigham Young University – Idaho September 2018 – April 2019 • Co-founder and Operations Partner of society • Restructured existing society causing approximately 300% membership growth • Utilized MoneyGuidePro to tailor a portfolio meeting clients’ goals and wants
Investment Society – Equity Research & Fund Management: Brigham Young University – Idaho January 2018 – September 2018 • Conducted in-depth market research into Mid-Cap companies • Preformed risk analysis on fortune 500 company • Presented equity research data to panel of judges
Professional Experience
Wealth Management Intern: Capital Wealth Advisors June 2019 – August 2019 • Instituted and established internship program for firm as the first Intern • Built extensive financial plans and presentations for prospective clients • Maintained and completed client applications for annuities and life insurance
Wealth Management Intern: BANDER Investments April 2019 – June 2019 • Created and built retirement income analysis to be presented to client • Meet with clients and productively and efficiently collected data for advisors • Directed and managed all social media towards goal of business growth
Honors
TDAmeritrade Scholarship: TDAmeritrade Student Attendance fee for Conference in San Diego February 2019
Two Year Voluntary Missionary Service: Church of Jesus Christ of Latter-day Saints in Zimbabwe October 2015 – 2017
Utah Valley University EDUCATION ǡ̱ͶͺͲǦͺͶͺǦʹʹʹͻ̱ ̷Ǥ ̱ǤǤ ȀȀǦ ͳ Ǥ Bachelor of Science in Personal Financial Planning Graduation: May 2020 • • ȋ͵Ǥͻ Ȍ® ® ǡ • ’ Ƭ ʹͲͳͺ ǡ ǡʹͲͳͻ ǡƬʹͲͳͻǤ WORK EXPERIENCE ȋ Ȍ Ǥ Charles Schwab Summer Intern June 2019-August 2019 • ǡ Ǥ • Ǥ Financial Planning Associate Ǧ JanuaryǦ 2019-Present Ǥ Ǥ • • ǡ ’ Ǧ Ǥ Administrativeǡǡ Assistant ͳͻ February 2018-January 2019 Ǥ • ǡ Customer Service Representative August 2017-FebruaryǤ 2018 ǡǡ Ǥ • ǡ ǡ ǡ VOLUNTEER Ǥ EXPERIENCE Financial Coach April 2019-Present • ǡ • ǡ ǡǤ Personalǡǡ Financial Planning Student Association (PFPSA) VP March 2019-Present Ǥ • ǡ • ǡǡ ǡ ǡǡǤ PFPSA Ambassadorǡ & Recruitingǡ Officer ǡǡ ǡ August 2018-March 2019 Ǥ • ǡ • ǡ Eagle Scoǡut Award RecipientǤ March 2010 Full-time Ǥ Volunteer Representative August 2013 – August 2015 Ǧ ǡ Utah Valley University Wesley Jacobson
(801) 473-8916 | [email protected] | Orem, UT 84097
Personal financial planning student seeking CFP® and financial planning experience.
Experience
Aptive Environmental Provo, Utah February 2015 - Present Team Leader/Sales Representative • Gathered $485,000 in sales revenue through door to door contacting • Trained and supervised 51 new sales representatives • Recruited 14 sales representatives • Managed and lead 2 teams
All About Cabinets Lindon, Utah December 2014 - Present Cabinet Builder/Installer • Built and installed over 1,500 kitchen cabinets • Instructed customers on how to maintain and clean cabinets • Assisted customers in the design process
DishOne Provo, Utah March 2014 - February 2015 Sales Representative • Trained three new reps by teaching and showing the sales process • Attained new customer’s going door to door • Sold 225 new 2 year contracts
Education
Bachelor of Science in Personal Financial Planning Orem, Utah Utah Valley University Expected Graduation, July 2020 • GPA 3.678 • Courses in software for personal finance and professional selling
SKILLS
Personal: Salesmanship, hard working, integrity, punctual, ambitious, leadership Technical: Microsoft Word and Excel, social media marketing, financial planning CRMs
Utah Valley University Amy Ramirez
Orem, UT | 385-250-7384 | [email protected] | linkedin.com/in/amy-ramirez-a13a12157
SUMMARY OF QUALIFICATIONS ● Strong organizational skills, detail-oriented, time management and reliable ● Work well with individuals and families from diverse backgrounds; fluent in Spanish ● Strong communication skills; collaborate with PFPSA’s executive council to plan and market events such as opening socials, speed networking events, and UVU PFP Spring Banquet for Personal Financial Planning students and faculty ● Recently took PFP Tech class and learned about Morningstar, MoneyGuide Pro, Orion
EDUCATION
Utah Valley University | Orem, Utah May 2018 Associates of Science, Accounting emphasis ● Pursuing a Bachelor of Science in Personal Financial Planning- Graduating May 2020 ● Attended the ADISA Conference in Orlando, FL as a volunteer in March 2018 ● Volunteering as a financial coach in the Money Management Resource Center
EXPERIENCE
Orchard Securities | Pleasant Grove, Utah July 2019 – Present Operations Assistant ● Assisted in entering the buyers and/or sellers distributions into the companies CRM ● Handled the after-sale details for all investment products ● Communicated with different stock traders to see if the trades had been transferred
Sergio Centro Latino | Orem, UT December 2017 – May 2019 Payroll Assistant & Tax Preparer ● Created and managed about 200 pay stubs and checks weekly for small businesses and their employees using QuickBooks, Gusto and Versa Check ● Entered clients personal information unto Pro Series, tax software, with accuracy ● Thoroughly explained to clients what they received or why they owed taxes
NorthStar Alarm System | Provo, Utah Aug. 2015 – Nov. 2015 Auditing Agent ● Prepared financial statements for clients which showed the service they received ● Revised contracts if the clients information was put accurately in the system ● Prepared weekly reports on all contracts that we revised
Utah Valley University Kimberly J. Solomon Orem, UT 84057 [email protected] 801-505-3352
Education
Utah Valley University Orem UT Major: Personal Financial Planning Aug 2017 – Present ▪ GPA: 3.29 ▪ Expected Graduation: May 2021
Experience
UVU Catering Services Orem UT Wait Staff July 2018 – Present ▪ Organize and prepare equipment beforehand for events serving up to 1000 guests ▪ Collaborate with teams of up to 20 people to serve events ▪ Customer service and team work skills
Summers Law Office Salt Lake City UT Receptionist/Legal Assistant Intern Jun 2017 – Aug 2017 ▪ Handled personal injury case communication with medical, insurance and government providers ▪ Kept detailed medical bill and expense reports and summaries for each personal injury client ▪ In charge of filing and organization for insurance claims as well as litigation paperwork
Biscotts Chai Café South Jordan UT Barista/Company Blog Editor Jan 2017 – Jun 2017 ▪ Ran Events and parties in collaboration with store manager ▪ Wrote daily articles concerning Indian culture and store advertisement pieces
Volunteer Service
National Society of Leadership and Success Orem UT Current Member Sept 2019 – Present ▪ Serving as Logistics Coordinator of small networking group, to plan and organize group meetings and activities ▪ Will help organize and complete community service events to become an inducted member in November 2019
Bingham High School Debate Team South Jordan UT Assistant Coach Sept 2016 – May 2018 ▪ Helped organize and run a National Tournament with over 600 contestants ▪ Coached students in my event as well as others leading up to the team placing 2nd in the State ▪ Helped plan and execute team events, including networking dinners with previous Alumni
Youth Leadership Conference Waterloo ON Participant Aug 2014 ▪ Participated in service activities like car washes, landscaping and making nutrition packs for children in Africa ▪ Learned skills in customer service and leadership
Skills & Interests
▪ Interests: Debate, Finances, Basketball, Literature, Service, Woodworking, ▪ Experienced in Microsoft Office (Word, Power Point, Excel) ▪ Skills in Customer Service, Leadership, Team Work, and very Detail Oriented.
Utah Valley University JARED M. STUART Provo, UT 84604 Mobile: 801. 857.9575 E-mail: [email protected] September 30, 2019
OBJECTIVE:
EXPERIENCE:
Samara Company Lehi, Utah Irrigation Manager (Seasonal position) June 2018 to Present • Plan and managesprinkler design and Install
Deer Valley Ski Resort Park City, Utah Instructor (Seasonal position) November 2016 to Present • Supervise clients safety and performance • Prepare lesson plans • Communicate goals and results to client
Protection One Orem, Utah Sales, Assistant Manager (Seasonal) April 2014 to November 2016 • Door to door self-generated sales • Created opportunity in multiple states and cities • Handled rejection and disappoint at the doorstep • Trained new hires
Riverside Lawn & Landscape Provo, Utah Manager March 2007 to April 2016 • Supervised workforce (16 employees) • Balancedemployee needs • Designed and plannedprojects • Oversaw installation of projects • Received excellent evaluations from owner
EDUCATION:
Utah Valley University Orem, Utah Bachelor Degree, Personal Financial Planning (PFP) Expected 2020 • GPA: 3.8; Dean's List every semester
Utah Valley University
EDUCAOremTION, UT | 8 01 678-1692 | alexiskoAellinegx@igsm a Til.ecorman | w w w.linkedin.com/in/alexis-k-teran
Bachelor of Science in Personal Financial Planning Minor in Business Management
● Utah Valley University Anticipated Graduation, Aug. 2020 EXPERIENCEMember of the Personal Financial Planning Student Association
UVU Money Management Resource Center Volunteer ● , Orem, UT Aug. 2019- Present
● Helping students create spending plans, understand and pay off debt, and build credit ● Give presentations in classes or at events on the importance of inancial planning and what our center offers Reaching out to other organizations on campus to build relationships and ind Silhouewtatey s A tmo e hreilcpa p rovide inancial advice to students within the organization Technical Support Agent ● , Lindon, UT Jul. 2017- Present
Provide hardware and software support to customers whose products are not Interfofrumnc tioning properly through email Receptionist ● , Centerville, UT Jul. 2014-Dec. 2014 ● ● Answered phone calls and worked with clients who came to the front desk Helped track shipments to the facility to ensure orders were completed on time LegacyU Vpidllaatgeed O anf d L a myatoinnt,a ined a web s ite used by clients Certi ie d Nursing Assistant ● Layton, UT Jul. 2013-Jul. 2014
● Assisted residents with activities of daily living such as feeding, clothing, and bathing. COMMKUNITYept trac kSER of tVICEhe ne eds of the residents in a chart
● ● ● Made leece blankets to donate to the homeless shelter Volunteered helping homeless people obtain supplies from a donation center Participated in painting an elderly woman's house with others in the community
Utah Valley University Virginia Tech
Faculty information: Students resumes by name:
Derek Klock, MBA, RFC Nicholas Bogart
Associate Professor of Practice Peter T. Dillon [email protected] Andrew Fincher 540-231-4419 Patrick Gallager
Josh A. Kaplan
Brent Quesenberry
James Ventrelli Nicholas Bogart Permanent Address: (571) 420-3880 College Address: Leesburg, VA 20175 [email protected] Blacksburg, VA 24060
Education: Virginia Tech; Pamplin College of Business Expected Graduation: Dec 2019 B.S.: Business Major: Finance Option: CFP® Certification Education Minor: Japanese Cumulative GPA: 3.08/4.00
Study Abroad in Kyoto, Japan: Summer 2017 Lived with a Japanese host family to learn the language and culture. Semi-fluent in Japanese.
Work Experience: Financial Scribe Intern; Crosspoint Wealth Partners; Richmond, VA July 2019-Present Take notes in client meetings of client updates, perspectives, and actions to be executed by the client and the planner.
Financial Planning Intern; Morris Financial Concepts, LLC.; Mt. Pleasant, SC June 2018 – Aug 2018 Executed two major company projects: (1) Developed/designed the client view for the Tamarac portal and (2) collected all client tax returns and created an in-depth procedure guide for the process so that future employees/interns could complete the project each tax season. Assisted lead financial planner in quarterly report reviews as well as taking notes in client meetings. Updated client information and improved Junxure processes by reorganizing keywords, classifications, etc.
Outside Services Attendant; Lansdowne Country Club; Lansdowne, VA May 2016 – Aug 2016 Enhanced my communication skills while attending to the members’ daily needs. Responsible for training new employees after one month of employment.
Cook/server; Virginia Tech Dining Services; Blacksburg, VA Oct 2015 – Dec 2015 Developed time management skills to set up, maintain, serve, and clean up multiple food stations. Learned to successfully manage work (6-9 hours/week), school curriculum, and social life.
Extracurricular Organizations/ Activities: Financial Planning Association (FPA) Fall 2017 – Present Network with students and professionals at the weekly meetings to deepen understanding of the profession.
Virginia Tech Club Gymnastic Team Fall 2016 – May 2018 Joined the competitive team after training for 6 months (3-5 times a week) with no prior experience.
The Management Society, Chief Communications Officer (CCO), Blacksburg, VA April 2016 – May 2018 Consistently held a position on the executive team; Assisted with coordination of biweekly meetings.
Pi Sigma Epsilon Member, Professional Sales and Marketing Fraternity May 2015 – May 2018 Participated in professional sales and marketing competitions and community service projects.
Honors and Certifications: Bloomberg Market Concepts (BMC) Certification, 2018 StrengthsFinder, 2015 Eagle Scout, 2014 (Managed 33 boy scouts over 2 days to construct 25 bird houses in a local park)
Skills: Proficient in PowerPoint, Word, Excel; Beginner with Access Proficient with Junxure Beginner with Tamarac, Total Planning Suite 5.0 (MoneyTree)
Virginia Tech University Peter T. Dillon Current Address: [email protected] Permanent Address: Blacksburg, VA 24060 (804) 380-8674 Richmond, VA 23233
OBJECTIVE To sit for the CFP® exam after graduation, while beginning a career in financial planning helping to serve clients and gaining experience in holistic wealth management.
EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA B.S.: Business Expected Graduation: May 2020 Major: Finance Option: CFP® Certification Education Overall GPA: 3.46 Dean’s List: Fall 2016, Fall 2018 Business and Culture in Europe Study Abroad, Summer 2018
WORK EXPERIENCE Volunteer Leader, Young Life, Christiansburg, VA April 2017-Present Using teamwork and networking skills to organize weekly events for between 35-50 Christiansburg Middle School students to have fun, break down social barriers, and introduce them to the Christian faith. Improving public speaking and leadership skills through coordinating and operating events.
Wealth Management Intern, AMJ Financial, Leesburg, VA June 2019-August 2019 Consistently used Laserfiche, MoneyGuidePro, Black Diamond, and Redtail to organize databases and client files, run monthly and quarterly reports, and complete various projects such as billing and back office software integration. Sat in client meetings and phone calls, reviewed financial plans, and discussed client situations and strategies with the advisory team. Observed the investment and portfolio management strategies, including trading and the use of iRebal. Helped welcome clients to the office and served them over the phone assisting with simple questions and scheduling.
Sale Associate, Walkabout Outfitters, Blacksburg, VA July 2018-January 2019 Developed sales and customer service skills to meet weekly sales targets. Trusted to open, close, and operate the store independently.
Camp Volunteer, Young Life, Fraser, CO, Glen Spey, NY, and Lakewood, PA Summers 2014-2017 Developed teamwork, communication, and leadership skills as one of the older volunteers. Worked as a server for meals, painted houses and cabins, and took care of the camp property.
State Senate Campaign Canvasser, Siobhan Dunnavant, Henrico, VA August 2015-November 2015 Learned about the management and operation of a political campaign. Helped to run events for the campaign such as rallies and fundraisers.
ACTIVITIES AND HONORS Financial Planning Association 2018, 2019 Volunteer Assistant Track Coach at Christiansburg Middle School Spring 2018, 2019
OTHER CliftonStrengths®: Positivity, Developer, Responsibility, Restorative, and Empathy Kolbe A™ Index: 7-5-5-3 Intramural sports: soccer, volleyball, and inter-tube water polo. 2016-Present Interests include hiking, skiing, backpacking, and travel.
Virginia Tech University Andrew Fincher Permanent Address: [email protected] Current Address: Purcellville, VA 20132 (703) 447-3790 Blacksburg, VA 24060 www.andrew-fincher.strikingly.com
Education Virginia Polytechnic Institute and State University Anticipated Graduation: Spring 2020 B.S.: Business Major: Finance – CFP® Certification Education Option GPA: 3.47/4.00 Minor: Entrepreneurship & New Venture Growth Dean’s List: Spring 2017 – Present Security Industry EssentialsSM (SIESM) Exam, August 2019
Work Experience Virginia Tech Student Affairs | Blacksburg, VA Intern to the Senior Associate Vice President | August 2018 – Present Assist the Senior Associate Vice President of Student Affairs with projects regarding budget allocation and cost control for the department’s six sub-divisions. Requires discretion, careful attention to detail and professionalism. Cassaday & Company | Tysons Corner, VA Financial Planning Intern | June 2019 – August 2019 Spearheaded the model investment allocation portfolio project for the CEO. Assisted with prospect onboarding through sourcing client’s investments to match the firm’s models. Assisted the financial planning department by auditing client review materials to reflect accurate account balances and confirming appointments. Ran retirement projections, education analyses, and Social Security analyses for financial planning clients. Contributed to an article written by one of the principals for Barron’s Magazine. Virginia Tech Conference & Guest Services | Blacksburg, VA Desk Attendant | May 2018 – August 2018 Used time management and problem-solving to handle administrative tasks, cash handling, implementation of business policies and procedures while assisting guests and other Virginia Tech departments.
Activities and Leadership Phi Kappa Psi Fraternity, Virginia Zeta Chapter Spring 2017 – Present Founding member of the chapter Treasurer Fall 2018 – Present Strategically coordinated the elimination of a $9,000 deficit by analyzing and re-allocating chapter funds while communicating between chapter members and National Headquarters. Utilized Excel to develop and manage a budget of $40,000 while updating and analyzing balance sheets and income statements. Calculated optimal budgets and dues for 84 members. Finance Chair Fall 2017 – Fall 2018 Created and organized the Finance Committee. Monitored and coordinated spending of chapter funds across 19 different officer positions. Financial Planning Association, Member Fall 2019 – Present Eagle Scout Earned in January 2015 Led team in construction of a wood shed for a local park. Displayed attention to detail of land survey plan. Produced detailed budget plan and timeline of project with Excel.
Clifton StrengthsFinder® – Positivity, Harmony, Individualization, Arranger, Includer
Virginia Tech University Patrick Gallagher Current address: [email protected] Permanent address: Blacksburg, VA 24060 (703)-819-7562 Alexandria, VA 22309
OBJECTIVE: Seeking an assistant/associate position to work with financial advisors and enhance my knowledge for the CFP® exam and a career in the financial planning profession.
EDUCATION: Bachelor of Science: Business Major: Finance Option: CFP® Education Certification Virginia Tech, Pamplin College of Business Expected May 2020 Cumulative GPA: 3.76 (Dean’s List, all 6 semesters)
WORK EXPERIENCE: Intern, Actaeon Wealth Management - Reston, VA Summer 2019 Analyzed potential investment strategies for clients using NetX360 and Wealth Management software Prepared client reports for lead advisors and participated in client meetings by taking detailed notes Assisted in gathering client information through Excel and inputting it into Salesforce
Intern, Decaro, Doran, Siciliano, Gallagher, & Deblasis LLP - Fairfax, VA Summers 2015/ 2016/ 2018 Coordinated meetings for 5 attorneys and their respective clients using Excel Developed legal knowledge by sitting in on meetings with clients and state judges
Lacrosse Summer Camp Counselor, Bishop Ireton High School - Alexandria, VA Summers 2016/ 2017 Created 10 six-hour practice schedules for over 50 campers ages 9 - 14
EXTRACURRICULAR ACTIVITIES & LEADERSHIP: Virginia Tech Financial Planning Association Student Chapter, member Sep 2017 – Present President (2019-Present) Manage executive officer team of five and one of the largest FPA student chapters in the nation Demonstrate professionalism and leadership as example for younger chapter members
Alpha Sigma Phi Fraternity, Delta Upsilon Chapter, member Oct 2018 – Present Vice Treasurer (2018-2019) Actively managed over $20,000 to ensure chapter growth and development
Intramural Co-Ed Sports Oct 2016 – Present Captain Leader of the basketball and football team for Alpha Sigma Phi
Boy Scouts of America, Eagle Scout (May ‘16) Aug 2015 – May 2016 Senior Patrol Leader Worked with a professional landscaper to construct a garden to combat Alzheimer’s disease Led 50 ranked scouts and held meetings weekly to teach them essential scouting skills and lessons Planned with adult leaders and assistants to make weekly schedules for each meeting
Bishop Ireton High School Football Aug 2013 – Dec 2015 Captain Male Scholar Athlete of the Year 2016, All-State VISAA Athlete Award 2014, 2015 and MVP-Offense 2015
Clifton StrengthsFinder®: Context, Harmony, Deliberative, Competition, Adaptability
Virginia Tech University Joshua A. Kaplan Current Address: [email protected] Permanent Address: Blacksburg, VA 24060 (804) 840-9011 Glen Allen, VA 23058
EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA B.S. in Business Expected: May 2020 Majors: Finance (CFP® Certification Education option) and Accounting & Information Systems GPA: 3.78/4.00 Dean’s List: Spring 2017-Spring 2019
Securities Industry EssentialsSE (SIE) Exam July 2019
WORK EXPERIENCE Intern, Mariner Wealth Advisors, Madison, NJ May-July 2019 Assisted with client meeting preparation by reviewing client accounts on eMoney and completing account maintenance documents and reports on Fidelity WealthscapeSM, Schwab Advisor ServicesTM, and Orion Attended client meetings and took notes to create an action-list of items for follow-up Utilized Visual Basic to automate monthly RMD report on Excel, increasing advisor efficiency
Intern, Alpha Omega Wealth Management, Richmond, VA June-July 2017 Attended a client meeting to discuss a firm’s retirement plans with their employees Conducted research to identify promising equities to be added to the firm’s portfolio, including the identification of two mid-cap growth funds
Cashier, Cabela’s, Henrico, VA July-August 2016 Provided excellent customer service while promoting Cabela’s memberships to attract loyal customers
ACTIVITIES Financial Planning Association, VT Student Chapter September 2018-Present Pamplin College of Business, Dean’s Advisory Board of Students April 2019-Present Phi Sigma Kappa Fraternity September 2016-Present Risk Management Chair January 2019-Present Working with three members to ensure safety of all chapter members and guests Treasurer 2018 Developed and maintained budget to properly allocate the ~$37,000 collected Reduced outstanding debt by ~71% by establishing payment plans for members Created additional chair position to ensure ethical conduct by treasurer Scholarship Chair 2017 Held study hours for all chapter members to promote importance of scholarship The Big Event Projects Committee January 2018-May 2019 Led a team of four to ensure the correct allocation of resources to each project in addition to ensuring projects were accurately completed Volunteer 2017 Volunteer Educator at Falling Branch Elementary School January 2019-May 2019 Taught a group of three fifth graders about the stock market and assisted students in writing an essay for a national competition about ESG investing Schwab Impact Conference, Washington, DC October 2018 Attended professional conference educational sessions and networked with RIAs Eagle Scout, Boy Scouts of America December 2013
Gallup StrengthsFinder: Competition, Analytical, Deliberative, Restorative, Strategic
Virginia Tech University Brent Quesenberry Permanent Address: [email protected] College Address: Leesburg, Virginia 20175 (571) 439 – 0269 Blacksburg, Virginia 24060
Education Virginia Tech, Blacksburg, VA Expected Graduation: May 2020 B.S. in Business Major in Finance - CFP® Education Certification option GPA: 2.13
Work and Professional Experience Bar Louie – Ashburn, VA Summer 2019 Server Worked with team to operate the busiest Gastrobar in Loudoun County Provided prompt and personable service in support of an excellent dining experience Greeted and served customers, bussed tables, delivered drinks and food PCCW Global, Inc. – Herndon, VA Summer 2018 Intern Worked with Presales Team to quote services and hardware for multinational contract bids Two hundred plus hours of Microsoft Excel experience providing support for Sales and Presales teams Created Microsoft Excel macros to shorten data transfer process and improve employee efficiency Provided front desk support to direct office visitors and calls Worked with the Office Manager and IT Team to improve office and supply organization Brooks Brothers, – Leesburg VA Summers 2016 and 2017 Sales Associate Provided customer service to valued customers seeking professional men’s clothing Operated cash registers and performed various retail duties Maintained inventory and organization of sales floor and stockroom Worked with team to take inventory of every item to be sold Loudoun County Clerk’s Office – Leesburg, VA Summer 2015 Intern Worked with the Clerk’s Office staff to fulfill various IT requirements Reorganized all court recordings from the early 1990's to 2015 Took inventory of all Clerk’s Office electronic devices J Christopher Chamblin, PLC. -- Leesburg, VA Summer 2014 Intern Performed various clerical, administrative, and reception duties Gained insight on estate law, the taxation of estates, and itemized tax deductions
Memberships and Activities Licensed Private Investigator – Virginia Completed 60-hour licensing course and comprehensive written examination 100% accuracy Learned the legal aspects behind investigations along with general investigative skills, case documentation, types of investigations, and investigation protocol Theta Chi Fraternity April 2016 - Present Organized brotherhood members during house restorations to present fraternal house for alumni functions Performed various duties in support of fraternity philanthropy, recruitment, and social functions Pi Sigma Epsilon Fraternity – Co-Ed Professional Marketing Fraternity 2015 - 2016 Gained insight on the marketing industry Learned how to successfully market a business to reach a wider customer base Attended numerous seminars led by marketing industry professionals
Virginia Tech University James Ventrelli Permanent address: [email protected] | 703-615-7299 School Address: Herndon, VA 20171 Blacksburg, VA 24060
OBJECTIVE: Motivated individual with a positive attitude looking to obtain a financial planning internship for the summer of 2019 to enhance my knowledge about financial planning and gain experience in the profession.
EDUCATION: Virginia Polytechnic Institute and State University (Virginia Tech) Blacksburg, VA B.S. in Business Major in Finance (CFP® Certification Education option) Expected May 2021 Overall GPA: 2.83 Radford University Radford, VA Completed 32 credit hours towards a degree in Finance. (August 2017–May 2018) Overall GPA: 3.46
EXPERIENCE: Virginia Tech Recreational Sports – Blacksburg, VA (August 2019- Present) Front Desk Customer Service Attendant . Manages McComas Gym front desk, serving as point of contact for Membership Services of Recreational Sports
AT HOME- Chantilly, VA (May – August 2018 l December 2018 – August 2019) Seasonal Sales Associate . Worked with Management to develop credit card enrollment goals for employees to meet . Explained and enrolled 100+ customers about the benefits of company’s reward program
EXTRACURRICULAR ACTIVITIES: Virginia Tech Financial Planning Association, Community Outreach Officer (August 2019 – Present) . Learn about Financial Planning through weekly meetings from planners and professionals in the industry Radford University Financial Managers Association, Member (September 2017 – May 2018) . Worked with the Radford American Marketing Association to create a budgeted marketing strategy for the local Cold Stone Creamery Ice Cream shop, . Learned budgeting techniques for businesses, working directly with the owner of Cold Stone to develop a plan for his store, giving myself insight on how to make budget plans for an individual and their business DECA, Independent Business Plan Top 10 Finalist, Chantilly, VA (March 2017) . Finalist in the Independent Business Plan category for a team-developed business plan paper and presentation at the State Leadership Conference in Virginia Beach, VA . Qualified and attended the International Conference in Anaheim, CA, teaching me how to interact and prepare for a real-life financial meeting with prospective clients
VOLUNTEER EXPERIENCE: L.I.N.K. Volunteer, St. Veronica's Catholic Church, Volunteer, Chantilly VA (November 2010 – December 2018) . Responsible for collecting, organizing, and distributing food and clothing to the less fortunate . Conducted food drives during the holiday season- Christmas, Thanksgiving, and Easter Women Giving Back, Volunteer, Sterling, VA (December 2016 – December 2018) . Helped collect, organize, and set up clothes for the less fortunate to make selections . Assisted with annual Christmas toy drive to collect and distribute gifts for children
HONORS: . Radford University Dean's List- Spring Semester 2018, Fall Semester 2017 . DECA Independent Business Plan Top 10 Finalist- State Leadership Conference 2017
Virginia Tech University William Paterson University
Faculty information: Students resumes by name:
Tao Guo, Ph.D., CFP®, CFA Sahir E. Ghanim Department of Economics, Finance, and Global Business Zach Merring [email protected] Evan Smith Sahir E. Ghanim Green Brook, NJ 08812 - (732) 725-2649 - [email protected]
OBJECTIVE My objective is to earn a wealth advisement internship which will allow me an opportunity to build upon learned Financial Planning principles and to contribute towards the success of the organization I join.
EDUCATION Bachelor of Science in Financial Planning expected May 2020 William Paterson University | Wayne, NJ
WORK EXPERIENCE Financial Planning Intern June - August 2019 NYC Deferred Compensation Plan, NYC Department of Labor Relations /ICMA-RC | New York, New York • Support the needs of eleven Certified Financial Planners through administrative tasks and seminar setup • Shadow office CFPs in data-gathering meetings, final plan consultations, and seminar presentations • Perform mock final-plan reviews of CFP final plans, then sitting down with CFPs to discuss suggestions and ideas • Distribute satisfaction survey to 164 participants and create an office-wide presentation on the study results
Resident Assistant September 2018 - present Resident Life Department, William Paterson University | Wayne, NJ • Provide paraprofessional guidance to 44 residents in search of emotional or mental support and conflict resolution • Enforce and uphold University policy • Develop and implement programs targeting the needs of residents and invigorating our resident population to participate in clubs and other University-wide activities
Student Ambassador February 2018 - May 2019 Admissions Department, William Paterson University | Wayne, NJ ● Assist in organizing integral campus admissions events including Scholarship Brunches, Open Houses and Accepted Students Day ● Provide university representation and outreach through phone telemarketing to prospective and accepted students ● Lead tours of William Paterson University for prospective students and families and answered questions
ACTIVITIES Director of Peer Advisory Service Financial Planning Club Executive Board, William Paterson University | Wayne, NJ May 2019 - present
Vice President May 2018 - May 2019 Club Rugby Executive Board, William Paterson University | Wayne, NJ • Assist in team management and pre-season preparation through scheduling buses and games • Plan and oversee team fundraisers • Record member attendance, record & edit game film, organized team meeting times and reserving meeting spaces
Student Government Association, Voting Senator September 2017 - present Student Life Committee, William Paterson University | Wayne, NJ ● Attends weekly Senate and Committee meetings ● Survey the needs of students, then using obtained data to boost initiatives focused on improving student life, such as illuminating a previously dangerous walkway and campus-wide internet improvement ● Assistance in the implementation of university wide programing and open-discussion forums aimed towards directly connecting students and representatives from various university departments
Director of Marketing September 2017 - May 2018 Club Rugby Executive Board, William Paterson University | Wayne, NJ ● Update team marketing and administer team Twitter, Instagram, and Facebook accounts ● Update team logos & t-shirt designs, and commission t-shirt fundraisers through three separate companies ● Create and post weekly game posters around campus, and increase game time fan attendance
TECHNICAL SKILLS Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint); Adobe Photoshop, Affinity Designer; Total Planning Money Tree, ACT! Business Software
William Paterson University Zachary Merring LinkedIn: Zachary Merring Piscataway NJ 908-581-4088 [email protected] EDUCATION
William Paterson University, Wayne NJ May 2020
Cotsakos College of Business (AACSB Accreditation) GPA: 3.82
Bachelor of Science in Financial Planning. Minor in Computer Information Systems in Progress
HONORS/AWARDS
Dean’s List – Fall 2016, Spring 2017, Fall 2017, Spring 2018, Fall 2018, Spring 2019
A Pesce Scholar, New Trustee Scholar, Student Success Scholarship
Order of Omega & Beta Gamma Sigma Business Honors Society
RELEVANT COURSEWORK
Financial Accounting Maco/Microeconomics Business Statistics 1 & 2 Investment Analysis Planning
Managerial Accounting Corporate Finance Taxation 1 International Financial Management
WORK EXPIERENCE
CCOB Operations Coordinator’s Student Assistant, Wayne NJ November 2018 – Present
• Use a various number of databases to enter data, run reports, and manage faculty profiles • Provide assistance to the Operations Coordinator on various projects, attend on campus meetings, and help faculty with some of their projects.
Pharmscript LLC, Somerset NJ May 2017 – Present
• Use a computer program to scan the proper medicine into desired bags, and organize an assortment of medicine to the proper homes
Staples Retail Company, South Plainfield NJ December 2014 – August 2016
• Provided excellent Customer Service, worked the cash register, stocked the shelves and helped out with Inventory
Sodexo Food Services, Piscataway NJ June 2013 – August 2017
• Prepared and severed mass quantities of food for the Piscataway Summer Camp, delivered food to schools throughout the district, and assisted with caterings
LEADERSHIP EXPIERENCE
Phi Kappa Tau Fraternity, Vice President December 2018 – Present
Financial Planning Club, Secretary April 2019 - Present
Inter Fraternity Council, President April 2019 – Present
Phi Kappa Tau Fraternity, Treasurer May 2018 - December 2018
Committee 2022 July 2019 - Present SKILLS
Technology: Microsoft Office Specialist: Office Excel 2016 , Activity Insight Certified, CampusLabs, Digital Measures
William Paterson University EVAN SMITH E: [email protected] C: 201-655-0098 LinkedIn: linkedin.com/in/evan-smith-5b858318b OBJECTIVE
Incoming college junior looking for an internship position to utilize my organizational skills and ability to get things done quickly and efficiently in a work setting. I’m also looking to utilize my hard working ethic and get it done attitude along with my communication skills.
EDUCATION
William Paterson University, Wayne, New Jersey(First Semester Junior) GPA: 3.742 Relevant Courses: -Financial Well Being(Honors) -Financial Accounting -Principles of Management -Values, Ethics, and Sustainability -Money and Banking -Business Statistics I -Business Statistics II -Macroeconomics -Microeconomics -Business Math
Rutherford High School, Rutherford, New Jersey GPA: 3.48 SAT: 1230 (Out of 1600) Relevant Courses: -Investing & the Stock Market -Honors Accounting -Honors Calculus -Honors Pre-Calc -Contemporary Business -Honors Geometry -Honors Algebra 2
WORK EXPERIENCE
Northwestern Mutual, Morristown, NJ Financial Representative August 2019-Present -Client facing and relationship building, joint work with advisors and representatives, development training
Mariner Wealth Advisors, Madison, NJ Financial Planning/Tax February 2019- July 2019 -Update client profiles, Form information requests, Create analyses (Insurance, Pension, etc.), Proposed asset allocations (ie. 401k), Daily use of eMoney
Ferazzoli’s Italian Kitchen, Rutherford, NJ Delivery Boy/Waiter July 2018-Present -deliver food and help the wait staff when possible
Sunoco, Rutherford, NJ Gas Attendant August 2016- August 2017 -help people with low tires/oil and pump gas for cars/trucks/motorcycles
ACTIVITIES
-Financial Planning Club -Investing in the stock market -College Baseball(1 year) -High School Baseball -High School Football -High School Bowling -Coaching Babe Ruth baseball -Camp Counselor(baseball)
ACHIEVEMENTS
-In the Honors College at William Paterson -Dean’s list all four semesters -Selected to The National Society of Leadership and Success -Took various Honors and AP courses throughout high school and in college
William Paterson University Winthrop University
Faculty information: Students resumes by name:
Yuanshan (Jimmy) Cheng, Jonathan Martin Ph.D. Assistant Professor of Finance Brett Blackwood [email protected] Harrison Roehl
803-323-2162 Fort Mill, SC 29715 | (803) 415-0063 | [email protected]
B.S. Financial Planning and Investments Winthrop University May 2020 • Major: Financial Planning and Investments • GPA: 3.4 • 4x LIFE Scholar, Presidential Scholar, and George W. Dunlap: Scholarship in Banking and Finance Recipient • Dean’s List 2018-2019
Analysis Ƭ • Researched Equities, Mutual Funds, Options, and Annuities for Merrill Lynch and Winthrop University with Morningstar Direct, Wealth Outlook, and Bloomberg Terminal. • Projected long term client needs, portfolio reviews, and portfolio evaluation under Merrill Lynch and Winthrop University. Sales • Brought in roughly $300,000 in new money for my team at Merrill Lynch. • Called, emailed, and networked to plan events, meetings, and gatherings for my team at Merrill Lynch to bring in more clients. Banking • Held my own group of clients that I was solely responsible for in terms of banking needs. • First point of contact for team banking needs. Includes portfolio transferring, account opening, wiring money, check and card ordering, and all other banking needs. • Constantly spoke to clients, prospects, and other financial advisors and Management in a professional manner. Management • Managed team CES reports, CRC reports, and RSGA Standards for my team at Merrill Lynch. Improved Financial Advisor RSGA scores by up to 48% for the team I was on. • Consolidated Portfolios for client meetings, along with mutual fund outlooks. • Managed team digital capacities among the firm and its clients.
Client Associate Merrill Lynch October 2018-Present • Consolidated Portfolio Review Construction • Banking Experience (Account opening, money wiring, Client Engagement, etc.) • Detailed knowledge of financial products, instruments, and markets along with financial analysis and research skills. • Ranked top 400 at my position in the nation for RSGA standards (out of 16000)
Winthrop University Brett Blackwood ock ll rett lackwood a l co
Objective e c rre t k owled e a d k ll a d ro e o t e a ece ar o e a a e e t a d relat o k ll t at are tal to o ta a a c al la de ree
Education
CURRENTLY PURSUING FINANCIAL PLANNING DEGREE AT WINTHROP UNIVERSITY | 2016- PRESENT a or a c al la erall a or
SKILLS l t to work w t a tea a d or creat e ew dea l t to work alo e a e ect e a d t el a er reat co cat o k ll ork k owled e o cro o t ord ower o t a d cel
Experience MEMBER SERVICE OPERATIONS INTERN | SHARONVIEW FCU | MAY 2018-AUGUST 2018/ MAY 2019-JUNE 2019 • a all c ecked o er e er acco t or ro er doc e tat o d r o r t t ro ect • dded re o ed war o o er e er acco t • ro ded al t co trol or dor a t act e acco t a d e la ed ow to er a act e e er • ted t e ra d d o ro d cred t to o r e er a d de cred t w e al e cla were led • t dow de t card a d ro ded cred t to o er e er d r o r k er cr • d ted e lo ee acco t to a e re tr cted acce • ed t e acco t de at o o ro er c tod a acco t HUMAN RESOURCES INTERN | SHARONVIEW FCU | JULY 2019-AUGUST 2019 • orked w t a a er a d ce re de t w t t e co a to c ed le ter ew w t ca d date • e ewed o a l cat o a d a ded dec d w o wo ld o e orward to ter ew • e ewed o de cr t o or o r alar re ew ro ect • d ted o e doc e t to ake t e r co let o ore e c e t • reated a lea de to a d w t t e ece ar te e ore lea t e co a
Winthrop University Harrison Roehl 803-417-6679 [email protected]
Education Bachelor of Business Administration, Concentration: Financial Planning Winthrop University, Rock Hill, SC Anticipated Graduation May 2020
Skills
• Knowledge of tax laws for corporate and individuals
• Knowledge in retirement planning, investment planning, and tax planning
• Knowledge of investment concepts including stocks, bonds, and mutual funds
• Accomplishments in leadership roles in diverse populations
• Experience in customer service and front office responsibilities
• Proficient in Microsoft Word, Excel, and PowerPoint
• Proficient in MoneyGuide Pro program Financial Planning Intern June 2019-Present
Burkett Financial Services, Rock Hill, SC
Lead Advisor: Kevin Smiley, 803-980-3232
• Arrange, participate, and document reports summarizing client meetings • Assist in the development of presentations to clients and potential clients • Perform research on stocks, bonds and mutual funds utilizing investment research services including Morningstar and Bloomberg • Troubleshoot client account problems • Maintain and update information regarding investment portfolios • Analyze daily portfolio performance Campus and Community Involvement • Financial Planning and Investment Club • Winthrop University Dean's list Fall 2017 • Volunteer Great Dane Rescue Fall 2016-Spring 2017 • Youth Soccer Coach Fall 2015-Spring 2016 • Annual Goodwill Donations-Fall 2014-Present
Winthrop University