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.
Education
Texas A&M UniversityCollege Station, TXExpected in Grad: December 2017 ā āBBA:Finance, Minor in Financial Planning - GPA:
GPR 3.2
Bloomberg CertifiedĀ
Eligible to sit for CFPĀ® designation in January 2018
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 CRCās 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 FAās for feedback
Obtained Cashiering Certification to assist in
Operations with tasks such as issuing and depositing checks, wire call
execution, trade corrections, compliance correspondence
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 Ā
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 headquartersĀ
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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