Bachelor of Arts in Economics, Minor in Entrepreneurship & Management
May 2013
Overall GPA: 3.8 SAT M:720 V:750 W:700
Relevant Courses: Econometrics, International Monetary Economics, Economic Forecasting, Statistical Analysis, Financial Markets & Institutions, Corporate Finance, Applied Economics & Finance, Real Estate Finance, Financial Economics, Managerial Economics & Business Strategy, Quantitative Research Practicum, Futures Market Research, Financial Statement Analysis
EXPERIENCE
Wachovia Securities
Marlton, NJ
Summer Management & Marketing Analyst Intern
June - August 2012
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Prospected potential clients with a minimum of $10 Million in annually invested assets culminating in a Tax-Free Investing seminar attended by 40 potential clients
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Evaluated client portfolios relative to their investment objectives and risk tolerances using Goldman Sachs X-Ray software
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Created comprehensive retirement plans for current and potential clients using Wachovia’s Envision Program
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Initiated the branch’s transition from paper statements to E-statements saving the branch $90,000 annually
Morgan Stanley
Mt. Laurel, NJ
Marketing and Sales Intern
June - August 2011
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Researched potential client information to widen group’s client base
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Conducted research for existing clients by using Smith Barney’s updated software applications
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Organized, marketed and directed a retirement investment seminar for 75 potential clients
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Attended an Exchange Traded Funds seminar sponsored by Barclays, PowerShares, and Vanguard to improve and broaden firm’s client services
Legg Mason Capital Management
Baltimore, MD
Equity Research Intern
August 2009 - May 2010
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Increased research coverage of Private Placements investments valued at $200M by +15%
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Valued Ralph Lauren equity in original research report using DCF and EVA methods
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Reconciled Legg Mason share price estimates for private companies to those of sell-side analysts
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Analyzed company fundamentals and modeled future cash flows for senior research analysts
LEADERSHIP & COMMUNITY SERVICE
Marshal L. Salant Student Investment Team
Baltimore, MD
Co-Chair
Fall 2011 - present
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Co-manage an endowment of $140k with profits providing scholarship funds
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Apply valuation techniques in the research and investment decision making process including discounted cash flows and key ratio comparisons within sectors
Johns Hopkins Organization for Finance and Investment
President
August 2009 - present
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Promote financial awareness and investment skills to student body through educational events
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Collaborate with students, faculty, staff, and alumni to bring 4 speakers a year to campus
Pen Lucy Youth Partnership
Baltimore, MD
Mentor & Tutor
October 2009 - May 2010
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Tutored young, underprivileged students in Mathematics and English
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Organized activities and games to promote and emphasize teamwork
COMPUTER SKILLS
Bloomberg Terminal, SPSS, Microsoft Word, Excel, Outlook, Access, PowerPoint