Global Wealth Management Analyst Resume Example Company Name

GLOBAL WEALTH MANAGEMENT ANALYST

Education

Bachelor of Arts: Economics and Political Science, 2017
Denison University - City, State

Bachelor of Arts: Economics and Political Science, Fall 2015
Arcadia University: The College of Global Studies - City, State

Employment History

Global Wealth Management Analyst, 07/2016 to Current
Company Name – City, State

Accepted three-year full-time position beginning July 2017
Received full-time offer based on performance during Summer Analyst program during Summer 2016
Required to pass the Series 7 and Series 63 Financial Industry Regulatory Authority (FINRA) exams

Global Wealth Management Summer Analyst, 06/2016 to Current
Company Name – City, State

Participated in active portfolio management for clients with $100M+ of assets under management
Aided in prospecting, client reporting, market research, and client meeting preparations
Collaborated with team of 3 interns to propose new reporting methods to better serve firm needs

Tour Guide, 03/2015 to Current
Company Name – City, State

Tour approximately 50 prospective students and representatives from other institutions around campus each semester
Market the benefits of an education at Denison University by sharing experiences and knowledge of the institution.

Intern, Legal Department, 09/2015 to 11/2015
Company Name – City, State

Facilitated the development of an electronic database to house ISDA documentation
Assisted the department in contract establishment between issues and investors for debt and equity sales
Reviewed and reconfigured insurance policies for Mizuho International and its affiliate, DIAM International

Leadership Experience

Kappa Sigma Fraternity – Granville, OH September 2014 to Present

Grand Master, Gamma-Xi Chapter January 2016 to Present

Serve as President of the chapter, overseeing the Executive Committee and advising chapter operations as a whole
Previously served as Grand Treasurer (2015), head of chapter finances, and Rush Chair (2014), head of recruitment

Denison University – Granville, OH

Student Member, Denison Investment Group August 2014 to Present

Investigated alleged infractions with other board members by interviewing witness, in addition to outside counsel

Denison University – Granville, OH

Student Member, University Appeals Board May 2015 to August 2016

Appointed by the University President for exemplary work on the Student Conduct Board (SCB)
Utilize appellate jurisdiction to review decisions by the Student Conduct Board or the Academic Integrity Board

Denison University – Granville, OH

Student Leader, DenisonOutdoor Orientation August 2014 to August 2016

Lead a group of 50 first-year students on an annual backpacking trip in the Kentucky wilderness prior to the school year

Boy Scouts of America – Wooster, OH March 2006 to March 2013

Eagle Scout, Troop 61 January 2013

Planned and executed a community service project for the City of Wooster totaling more than 200 service hours

Skills

Resume Overview

School Attended

Job Titles Held:

Degrees

Bachelor of Arts : Economics and Political Science , 2017
Bachelor of Arts : Economics and Political Science , Fall 2015