Dear Hiring Manager,

I graduated in **** with a Bachelor of Business Administration (BBA) obtaining a Finance degree concentrating in Financial Institutions & Markets. I have a strong work ethic and have experience working as an associate at a brokerage firm within its Treasury Dept. in Greenwich, CT., handling client wire transfers, deposits, FX exposures, along with resolving client transactional errors. I have been shadowing individuals with the J.P. Morgan Institutional Equity Sales Team in New York City and have been attending Equity Research presentation meetings.

Previously, I had completed an internship within the Corporate Treasury Group of a large Fortune 250 Industrial Gas Firm and obtained asset and risk management skills along with customer service experience. I completed financial investments, managerial accounting, organizational behavior and financial modeling in college with a GPA of 4.0. I have knowledge doing research including SEC, Edgar filings and Morningstar along with awareness of Factset.

Experience gained from attending Institutional Equity Research presentation meetings

Proficient in Microsoft Word, Excel (including pivot tables), PowerPoint

Data Analysis

Strong Communication and Service skills having interaction with clients through my current and past jobs

Experience with depositing client checks, incoming wires and understanding of settlements

Analytical skills, report writing experience

Enjoy fast paced securities environment

Knowledge of Equities and Fixed Income Security Markets; 1st place award in simulated market trading at Bryant University

Worked between Treasury and Client Services Departments

Awareness of Net Asset Value (NAV) calculations, daily pricing with Mutual Funds along with Fixed Income yield pricing

Knowledge of AML/KYC regulations, US Bank Secrecy and Patriot Acts

Detail oriented in tasks, organizational skills, strong team player with professional demeanor

I would welcome the opportunity to discuss my skills further working with your firm. You can contact me by phone at 203-***-**** (H), my mobile 203-***-**** or by email. I have enclosed my résumé for your review.

Sincerely,

Kevin Bamback

Kevin M. Bamback

97 Scodon Dr.

Ridgefield, CT 06877

203-***-****(H), 203-***-****(C) - acuz3i@r.postjobfree.com

EDUCATION

Western Connecticut State University, Danbury, CT

Bachelor of Business Administration, May 2014

Major in Finance, concentration in Financial Institutions & Markets

Awareness of Microsoft Office, PowerPoint and Database analysis

Exposure to 10k’s, 10q’s, SEC/EDGAR filings, Lipper and Morningstar

Skills in financial statements analysis (Balance Sheet, Income Statements and Cash Flow)

EXPERIENCE

J.P. Morgan Securities, New York, NY December 2015 -

Shadowing individuals with Institutional Equity Sales team

Attends Equity Research presentation meetings

Interactive Brokers Group, Greenwich, CT February 2015- August 2015

Associate- Treasury Department

Monitors and processes client deposits

Executes clients incoming wires/ FX exposures

Liaise to banks, customer service and compliance on funding/ handles client mismatch reports

Reconciles cashiering transactions to external bank statements

Knowledge of AML/KYC regulations

Silver Spring Country Club, Ridgefield, CT June 2008- present

Club Services Attendant/Golf Caddie/Customer Service-Part-time

Carry player’s bag and clubs; gives insightful advice and provides service to members and their guest’s. Assist members with golf equipment needs and acts as club services attendant.

Provide ongoing various customer services for club member and guest needs along with assisting with food and telephone services at the club.

Communication and superior etiquette toward members and guests

Praxair, Inc., Danbury, CT April 2010- June 2010

Internship- Corporate Treasury/Risk Management- Fortune 250 company

Rotation experience in Asset Cash Management, Risk Management, Currency Desk, Treasury

Assist Risk Management Director with analyzing insurance risks for the corporation and preparing various reports

Support given to Director of Foreign Currency with valuations

AWARDS

Awarded Caddie College Scholarship by Silver Spring Country Club

1st place winner in stock market research simulated contest at Bryant University out of 175 college students

EXTRA-CURRICULAR ACTIVITES

College Finance Club Team Member

Golf, Skiing (CT State Competition), Travel- throughout the US and internationally

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