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PermanentAddress:35EdgewoodRoad,CornwallVT,05753PresentAddress:HobartandWilliamSmithColleges,3625ScandlingCenterGeneva,NY14456
Education&TrainingHobartCollege,GenevaNY AnticipatedMay2017BachelorofArtsinEconomics MiddCORE,Student(MiddleburyCollege),LakeTahoe,NVSummer2015• Completedintensiveentrepreneurialandbusinesscourses• AnalyzedYouTube’sbusinessmodel,corporatestructureandrevenuegrowthintothefuture• DevelopedanewmarketstrategyforYouTube,alignedwithitsgrowthplans• TrainedinpublicspeakingandeffectiveteamcommunicationWorkExperienceBankofAmericaMerrillLynch,CapitalMarketsGroup,Analyst,NewYork,NYSummer2016• WorkedonClosed-EndFundandUnitInvestmentTrustorigination• ParticipatedinresearchanalysisoffundsponsorsandunderwritinglitigationinCEFs,UITS,DNI,andENI• ActivelytradedandsupportedFinancialAdvisorsthroughtaxablefixedincomepurchases/sales• Workedwithhighfrequency/volumedomestic,international,andoptionstradersinasupportingrole• Contributedtodevelopmentofrevisedequitytradingplatformstosupportless‘hightouch’volumeandNRCFinancialAdvisors• WasabletoexperiencebothpreandpostBREXITfalloutonamicroandmacrolevelMerrillLynch,PrivateBankingandInvestmentGroup,Analyst,Atlanta,GASummer2015• UtilizedSalesforcetopreparereportsforclientsinordertoensurethatinvestmentportfoliosremainstructuredtomeetclient
objectives• Developedseveralpitchbooks,marketupdates,andprivatewealthquestionnaires• Researchedandcompiledinvestmentopportunitiesbasedonclientneeds• ScheduledandpreparedteamformeetingwithbothclientsandotherofficesStateFarmInsurance,AmyKaneAgency,SalesIntern,Geneva,NY Fall2015–Present• Runbillingandpaymenttransactionsonadailybasis• Performprimaryvehicleassessmentandassistclientsthroughouttheclaimsprocess• Answerclientquestioninperson,overthephone,andoutonlocationasnecessaryNorthStarLeasingCompany,Intern,Burlington,VT Winter2015• Assistedclientsthroughapplicationprocess• Learnedhowtotargetandcapitalizeonaspecificnichemarket• Observedday-to-dayfunctionofaprivatefinancingcompanywithinalocalizedmarketInvolvementDeltaChiFraternity,Member,HobartCollege,Geneva,NY Fall2014-Present• Demonstrateinterpersonalcommunicationandrelationshipbuildingskillsandassistinthedecision-making
InvestmentClub,FoundingMember,HobartCollege,Geneva,NY Fall2013–Present• Discussandinvestigatefinancialdevelopmentsinourglobaleconomy,whileworkingtoforecastmovementswithinthe
financialmarketsBudgetAllocationCommittee,VotingMember,HWS,Geneva,NY Fall2014–Present• Hearanddeliberateovervariousclubsports/activitiesbudgetproposalswithregardtoneedandwarrant• AllocatefundsaccordingtoenforceablebylawsSkillsComputer:ProficientinJava(read/write),SAS(9.3),MicrosoftOffice,Bloomberg