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Co-owner Resume Example

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CO-OWNER
Summary
Qualified and resourceful financial professional with diverse expertise in private investment is seeking an entry level job. Bringing knowledge of listed equity and index options as well as extensive experience with regulatory issues, retail and professional trading practices and back-office functions. Analytical and dedicated to developing policies, procedures, and practices applicable to modern-day trading. Capable and committed to keeping accurate accounting records. Possesses a natural knack for numerical accuracy and calculating balances. An effective communicator and team-builder skilled in time management and prioritizing. Assertive and enthusiastic with a diverse background and an unsurpassed work ethic. Focused individual with exceptional planning and implementation capabilities. Motivated and adept at business prospect research in the retail market. Energetic entrepreneur and owner of an LLC with vast financial analysis and business communications experience. Desires a position at an established company.
Highlights
  • Financial modeling
  • Financial statement analysis
  • Capital market trends
  • Equity research
  • Comparable company analysis
  • Excellent communication skills
  • Project management
  • Cash flow analysis
  • Value analysis
  • Portfolio management
Accomplishments
Leadership:
  • Served as a key contributing member to a project management leadership team at JP Morgan Chase

Market Research:

  • Defined industry segments and identified opportunities in retail markets domestically.
  • Met, communicated, and negotiated with over 25 brokers.
Business Development:
  • Successfully launched investment vehicle for the purpose of a small business acquisition.
  • Assets include fully functional merchant bank account, staff lawyer and accountant.
Experience
NJ Mini-Mart 1 LLCJanuary 2016 to July 2016Co-owner
Woodridge, New Jersey
  • Recently formed company for the purpose of acquiring a small business
  • Identified key value opportunities in the scope of viewing businesses for sale
  • Monitored customer traffic, average ticket sale, and product gross margins as part of due diligence
  • Computed, recorded, and reviewed various financial data, records and reports.
Private InvestmentSeptember 2011 to December 2015Equities & Options Trader
New York, New York
  • Prepared internal quarterly and annual portfolio monitoring reports.
  • Interpreted data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programs.
  • Selected and maintained superior investment portfolios.
  • Reviewed more than 10 financial statements each week.
J.P. Morgan ChaseMay 2011 to August 2011Investment Banking Operations Analyst
New York, New York
  • Project management team member advising and assisting with oversight of middle office projects.
  • Documented process flows and developed requirements for functional improvements and enhancements.
  • Compiled and proofread data entries, internal records, and meeting reports.
New Jersey NetsMay 2010 to August 2010Corporate Sponcership Group
New York, New York
  • Helped define the scope and goal of new projects, including season ticket initiatives, suite sales, and marketing ventures.
  • Worked hand in hand and traveled with sales managers to client meetings. Checked mail and handled bill payments for C-level executives.
  • Organized and prepared relevant sales research prior to high net worth clients' arrival.
  • Conducted extensive online and phone research and contributed to relevant blogs, conferences and events both off-line and online to increase brand awareness.
  • Designed and created marketing material for sales meetings, trade shows and company executives.
Merrill LynchMay 2009 to August 2009Wealth Management Intern
Bridgewater, New Jersey
  • Generated lists of investment products that were compatible with buyers' needs and financial resources.
  • Educated clients on the current stock market and answered any questions they had.
  • Cold called potential clients to obtain their portfolios and actively follow-up with prospects and hot leads
  • Coordinated appointments with prospective clients to showcase senior level broker offerings.
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Acquired one new client, with a total investment portfolio value of $5,000,000.
  • Analyzed legal documents, including wills, insurance policies, and corporate contracts.
Education
Bucknell University2008-2011: Majors: Geography/EconomicsLewisburg, PA, USA
Ramaz Upper SchoolHigh School DiplomaNew York, New York
Skills
  • Bilingual in English & Spanish
  • Advanced computer proficiency (PC and Mac)
  • Well versed in Bloomberg Terminal, as well as Quickbooks, Adobe, Microsoft Word, Excel, and PowerPoint
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Resume Overview

Companies Worked For:

  • NJ Mini-Mart 1 LLC
  • Private Investment
  • J.P. Morgan Chase
  • New Jersey Nets
  • Merrill Lynch

School Attended

  • Bucknell University
  • Ramaz Upper School

Job Titles Held:

  • Co-owner
  • Equities & Options Trader
  • Investment Banking Operations Analyst
  • Corporate Sponcership Group
  • Wealth Management Intern

Degrees

  • 2008-2011 : Majors: Geography/Economics
    High School Diploma

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