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Work experience

Mar 2008Present

Financial Analyst

Ancillary Services Inc.
  • Budget Modeling
  • Inventory Forecasting
  • Payroll Analysis
  • Redevelopment of Account Receivables
Oct 2006Oct 2007

Account Officer

JPMorgan
  • Wealth management for domestic and international clients
  • Client management
  • Interfaced with bankers and senior management
  • Strengthened professional relationships through direct contact with tax, domestic and international  settlements, the trading desk and other crucial departments within the firm
  • Provided instructions for security receipts and deliveries via DTC and physical certificate form
  • Calculated tax cost with securities transactions
  • Conducted full and partial account transitions
  • Initiated and approved cash wires and foreign exchanges in accordance with Sarbanes-Oxley regulations
  • Demonstrated clear understanding of client investment objective throughportfolio adjustment suggestions
Jun 2004Sep 2004

Business Lending Intern

MBNA America Bank
  • Recorded acquisition contracts
  • Collected on 60, 90 and 120 day delinquent accounts
Jun 2003Aug 2003

Treasury Intern

MBNA America Bank
  • Responsible for updating financial reports using economic indicators from Bloomberg console
  • Data input and analysis
  • Educated in the fundamentals of domestic and international security exchange

Education

Sep 2006Dec 2007

MBA

Wilmington University

Relevant Course Work:  Corporate Finance, Business Strategy, Financial Management, Advanced Financial Analysis, Portfolio Theory, Derivatives Studies.

Sep 2002May 2006

Bachelor of Science

Delta Mu Delta Business Honor Society

Sep 2002May 2006

Bachelor of Arts

Pi Delta Phi National French Honor Society- President

Alpha Mu Gamma National Foreign Language Honor Society

French Club- Vice President

Skills

Lotus Notes
MS Office Suite
French

References

James Pretti

Roger Mason

Andrew Cuga

Adam Gable

Objective

An opportunity to obtain a junior financial analyst position, with eventual advancement within the corporate hierarchy as well as to develop working relationships with clients, colleagues and members of senior management. To apply a thorough and ethical understanding of finance to maintain overall financial integrity leading to eventual procurement of professional qualifications, such as a CFA.

Interest

Investing

Market Research

Foreign Language Study

Golf

Weight lifting

Pool