Nicholas Surgent

Nicholas Surgent

Young professional seeking opportunities in the financial services industry


I am currently an undergraduate at Drexel University’s LeBow College of Business with majors in Finance and Business Analytics. I have a passion for helping others whether it is helping a client reach an investment goal or providing insight to a client in order for them to solve a business problem. I enjoy focusing my energy and time towards helping others improve their lives. As part of Drexel’s curriculum, I have completed three full time co-op positions. My most recent co-op was at Goldman Sachs where I worked for a private wealth management team of eight. I enjoyed being able to develop relationships with clients. Currently, I am enrolled in a business consulting course at Drexel. It is exciting to work with a large team and bounce ideas off of each other.

I dedicate many hours a week as a program coordinator at the Wright Recreation Center. At Wright I am putting my passion for helping others to work by tutoring and mentoring kids between the ages of five and twelve. In addition, I work with Drexel’s Dornsife Center for Community Partnerships to help integrate students with Mantua and Powelton residents to build a stronger and more vibrant community. It is an honor to be a trusted member of the community. My plan for the future is to work in the wealth management or consulting field where I am able to help others. Once I start working full time I would like to pursue getting a CFA or MBA.



Bachelor of Science: Business Administration

Sep 2011 - Jun 2016
Drexel University

Majors: Finance and Business Analytics

GPA 3.89

Work experience

Work experience

Private Wealth Management Co-op

Sep 2014 - Mar 2015
Goldman Sachs

- Prepared client presentations consisting of assets allocations based on risk tolerance, performance reviews, wealth forecasts, and future tactical strategies through inclusive analysis of account positions and cash flows, using PowerPoint and Excel metrics such as sumifs and correlations
- Performed a keep/sell analysis on assets transferred to Goldman’s platform for a new client with $20 million in liquid assets, resulting in a smooth client transition
- Partnered with a private wealth management team of eight with $4.5 billion in assets under management to develop and foster relationships with current and prospective clients to increase assets under management by 25%

IT Finance and Fixed Assets Co-op

Sep 2013 - Apr 2014
Cigna Corporation

- Analyzed detailed monthly metrics using advanced Excel tools such as pivot tables and v-lookups to provide reports on invoice information to management and partners
- Communicated with the company’s largest vendor on a weekly basis to reconcile issues with outstanding invoices totaling more than $10,000
- Led a special sales and use tax audit by pulling information from asset systems and verifying serial numbers and location codes for over one thousand pieces of hardware saving the company from paying an extra $50,000 in taxes

Operations and Customer Service Specialist

Sep 2012 - Apr 2013

- Managed daily driver operations, including the assignment 25 bus schedules and motor coaches
- Worked with a customer service team of five to resolve all customer inquiries while maintaining a high level of customer satisfaction
- Processed between $8,000 and $15,000 in cash fares and payroll for drivers on a weekly basis

Business Consulting Project, Drexel University

- Aggregate and analyze data to give our client new insights and present our recommendations to help resolve the
client’s business challenges
- Organize team meetings and communicate with the team of fifteen to make sure all deadlines would be met and make any necessary adjustments
- Create a statement of work and a project schedule which was presented to and approved of by the client




Microsoft Access, Excel, PowerPoint, Word; Bloomberg Terminal; SQL; FactSet; IBM SPSS; Stata