Ambitious finance student seeking internship and potenial entry-level position. Determined to continually exceed expectations and take on responsibilities to achieve desired results.
Strong interpersonal skills
Excellent work ethic
Very adaptive, quick learner
MS Excel expert
Exceptional time management
College Intern, 06/2013 to 08/2013 New York Life Insurance Company – White Plains, NY
Shadowed seasoned insurance representatives on dozens
of sales calls at clients' homes during the evening. Added value to closings by taking notes, and providing prior
research outlining key product points often redirecting sales dialogue.
Underwent training for the series 10-55 Life and Health Insurance License for New York State.
Assembled a list of potential clients already in my network.
Obtained invaluable sales training and experience. Mastered tactics such as "finding the hot button" and "KYC (Know Your Client) Analysis".
Wealth Management Intern , 05/2013 to 06/2013 JP Turner & Company, Gotham Equities – Uniondale, NY
Attained significant cold calling experince by making more than 200 calls a day.
Created numerous successful pitches by trial and error.
Profiled and analyzed investment products to develop customized financial solutions.
calls from existing clients regarding the purpose and details of their
financial plans and strategies.
Interviewed clients to determine current income, expenses,
insurance coverage, tax status, financial objectives, risk
tolerance and other information needed to develop a
Explained and documented for clients
the types of services to be provided, and the responsibilities to be taken by
the personal financial advisor.
Bachelor of Science: Economics and Finance, 2014 Indiana University - Bloomington, IN
Vice President/Treasurer of ALPFA (Association of Latino Professionals of Finance and Accounting) at Indiana University. In charge of allocating limited funds to a variety of networking activities, and organizing events with potential future employers.
Investment Club. Student-run organization designed to keep members informed on the latest financial news.
Alpha Epsilon Pi Fraternity.
Pi Sigma Theta National Honor Society.
Club Baseball, Starting Pitcher.
High School Diploma: 2010 Trinity-Pawling School - Pawling, NY
Appointed Prefect/Proctor by Headmaster senior year. Proctor status in a freshman dormitory is awarded to select seniors displaying leadership skills, high academic standards and greatest sense of responsibility.
Dean's List '06-'10.
Triandafalou Award winner senior year. Awarded to one senior annually at graduation for "Career Excellence in Athletics". Three sport varsity athlete (baseball, football, and basketball). Selected to All-Founders League baseball team in '10. Varsity baseball team captain in '10.