(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Highly driven and goal-oriented finance senior seeking to further expand my professional growth by utilizing my unique skill set and experience through a full-time job opportunity.
Texas A&M University College Station, TX Expected in Grad: December 2017 BBA : Finance, Minor in Financial Planning - GPA :

GPR 3.2

  • Bloomberg Certified 
  • Eligible to sit for CFP® designation in January 2018
  • Budget Development
  • Financial Forecasting
  • Financial Reporting
  • Loan / Credit Analysis 
  • UBPR Analysis 
  • Quickbooks Pro
  • Interpersonal Communication
  • Creative Strategy
  • Strong Work Ethic
  • Team Leadership
Work History
Innosight - Financial Advisor Summer Intern
Boston, MA, 05/2017 - Current
  • Reported directly to the Fort Worth Market Executive primarily working on projects that required gathering account data from each of the eight offices in our market
  • Filtered information to create comprehensive performance reports as they pertain to Gained Households and Net New Flows, and formulated CRC’s and Annual Reviews to be assessed at a more granular level
  • Created investment proposal models for the First Vice President on the basis of taxable and tax deferred styles with a heavy concentration on fee structures
  • Proposed equity and fixed income allocation strategies to reach certain returns and risk tolerances
  • Ran client account analytics, to build reports pertaining to re-balancing of assets, education or retirement planning, then presented them to my manager and/or corresponding FA’s for feedback
  • Obtained Cashiering Certification to assist in Operations with tasks such as issuing and depositing checks, wire call execution, trade corrections, compliance correspondence
Surgical Care Affiliates - Summer Analyst
Rockwall, TX, 05/2016 - 07/2016
  • Established procedures for custody and control of assets, records, loan collateral and securities
  • Performed UBPR analysis and projection reports through ratios based on previous data to determine the pros and cons of taking on a loan from a differing bank
  • Built loan packages and handled collateral appraisals for both real estate and large equipment
  • Developed spreadsheet models for diverse projects and analysis
  • Became proficient in "Core Banking System," the behind-the-scenes engine that processes all deposits, payments, loans, most bank transactions and customer data
  • Wired money of up to over $2M on a daily basis  
FOX News Channel - Lead Campus Associate - Southern Region
City, STATE, 07/2015 - 04/2016
  • Oversee and track progress for all campus associates within the Southern Region of the US
  • Coordinate and execute major branded events such as debate watch parties and recruiting events
  • Implement social media campaigns to promote various national initiatives from the headquarters 
  • Brainstorm innovative ways to promote the FOX News brand in the collegiate realm
  • Act as liaison between the university and the FNC Headquarters by fielding all incoming inquiries from students regarding College Associate positions
FOX News Channel - Business Development Associate
City, STATE, 05/2015 - 07/2015
  • Constructed partnership proposals and negotiation points for prospective projects
  • Performed comparative and competitive SWOT analyses regarding various investments
  • Coordinated and executed the College Associate informational and orientation days
  • Served as temporary Executive Assistant to the Executive Vice President

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School Attended

  • Texas A&M University

Job Titles Held:

  • Financial Advisor Summer Intern
  • Summer Analyst
  • Lead Campus Associate - Southern Region
  • Business Development Associate


  • BBA

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