OBJECTIVE: A position with State Street Bank in which I can learn more about the financial field and offer my knowledge and skills to the organization.
EDUCATION: Appalachian State University, Boone, NC Bachelor of Science in Business Administration Graduation Date: August ••••• Major: Finance and Banking, Risk and Insurance Concentration in Financial Planning Services Cumulative GPA: •••••, Dean’s List ••••• Member of ASU Team American Express Financial Planning Challenge Member of Finance Student Association, Insurance Student Association
Simmons College, Boston, MA September ••••• - June ••••• Cumulative GPA •••••, Dean’s List Member of Economics Club
Portfolio Accountant, State Street Bank, Boston, MA••••• September ••••• - Present Maintained book of accounts for Defined Contribution Plans, processed transactions, prepared trial balances, and valued portfolios. Monitored daily securities settlement activity and determined investable cash. Worked together with clients on a daily basis to achieve client satisfaction and maximum return for the client. Assumed extra responsibilities such as Class Action Representative and trainer for the department.
••••• Manager, Thomas Kinkade South Shore Gallery December ••••• - August ••••• Braintree, MA Directed the gallery including sales, mass mailings and promotions, ordering inventory and merchandising, employee scheduling and interviewing, opening and closing, cash handling, outside sales, and business seminars. Accelerated gallery sales by demonstrating the ability to market to local clients and educated other employees on how to do the same.
Student Tutor, Simmons College, Boston,MA September ••••• - June ••••• Educated students either in groups or one-on-one in English, Math, and Spanish on and off campus. Off campus work involved non-English speaking students which required Spanish speaking skills and the ability to teach in Spanish. Initiated an after school program with Spanish speaking tutors to increase participation by students.
FINANCE EXPERIENCE: American Express Financial Planning Challenge ••••• January - March ••••• Researched financial planning tools to create a portfolio for clients presenting their current status with financial recommendations for future goals. Constructed graphs, charts, and analysis responding to client’s goals pertaining to retirement, estate planning, long-term care, education, savings, and cash reserve/expenditure breakdown.
Stocktrak Portfolio Simulation September – December ••••• Online portfolio investment simulation in which participants were given a $•••••,••••• in cash and allowed to invest in stocks, bonds, futures, options, etc. Participants try to, “beat the market,” over a spread of twelve weeks while discovering the various risks associated with each investment. Strengthened knowledge of financial markets and portfolio risk while learning about them concurrently.