NewStudentbluejay@comcast.net,Cell:240123-4567,CharlesCommons#999–3301N.CharlesSt.–Baltimore,MD2121EDUCATIONTheJohnsHopkinsUniversityBaltimore,MDBachelorofArtsinEconomics,MinorinEntrepreneurship&ManagementMay2016OverallGPA:3.8SATM:720V:750W:700RelevantCourses:Econometrics,InternationalMonetaryEconomics,EconomicForecasting,StatisticalAnalysis,FinancialMarkets&Institutions,CorporateFinance,AppliedEconomics&Finance,RealEstateFinance,FinancialEconomics,ManagerialEconomics&BusinessStrategy,QuantitativeResearchPracticum,FuturesMarketResearch,FinancialStatementAnalysisEXPERIENCEWachoviaSecuritiesMarlton,NJSummerManagement&MarketingAnalystInternJune–August2015•Prospectedpotentialclientswithaminimumof$10MillioninannuallyinvestedassetsculminatinginaTax-FreeInvestingseminarattendedby40potentialclients•EvaluatedclientportfoliosrelativetotheirinvestmentobjectivesandrisktolerancesusingGoldmanSachsX-Raysoftware•CreatedcomprehensiveretirementplansforcurrentandpotentialclientsusingWachovia’sEnvisionProgram•Initiatedthebranch’stransitionfrompaperstatementstoE-statementssavingthebranch$90,000annuallyMorganStanleyMt.Laurel,NJMarketingandSalesInternJune–August2014•Researchedpotentialclientinformationtowidengroup’sclientbase•ConductedresearchforexistingclientsbyusingSmithBarney’supdatedsoftwareapplications•Organized,marketedanddirectedaretirementinvestmentseminarfor75potentialclients•AttendedanExchangeTradedFundsseminarsponsoredbyBarclays,PowerShares,andVanguardtoimproveandbroadenfirm’sclientservicesLeggMasonCapitalManagementBaltimore,MDEquityResearchInternAugust2012–May2013•IncreasedresearchcoverageofPrivatePlacementsinvestmentsvaluedat$200Mby+15%•ValuedRalphLaurenequityinoriginalresearchreportusingDCFandEVAmethods•ReconciledLeggMasonsharepriceestimatesforprivatecompaniestothoseofsell-sideanalysts•AnalyzedcompanyfundamentalsandmodeledfuturecashflowsforseniorresearchanalystsLEADERSHIP&COMMUNITYSERVICEMarshalL.SalantStudentInvestmentTeamBaltimore,MDCo-ChairMarch2014–present•Co-manageanendowmentof$140kwithprofitsprovidingscholarshipfunds•ApplyvaluationtechniquesintheresearchandinvestmentdecisionmakingprocessincludingdiscountedcashflowsandkeyratiocomparisonswithinsectorsJohnsHopkinsOrganizationforFinanceandInvestmentAugust2013–presentPresident•Promotefinancialawarenessandinvestmentskillstostudentbodythrougheducationalevents•Collaboratewithstudents,faculty,staff,andalumnitobring4speakersayeartocampusSKILLSBloombergTerminal,SPSS,MicrosoftWord,Excel,Outlook,Access,PowerPointMandarin-NativeorbilingualproficiencyEnglish-Fullprofessionalproficiency
