Gleb Berkez

Colorado Springs, CO ***** 719-***-**** adbdtv@r.postjobfree.com

Career Goals

I see myself remaining local and being a businessman and investor in Colorado. I would like to be well versed in business, so working towards a CPA while being an accountant will give me the skills I need to read the financial health of businesses.

Work Experience

RETAIL ACCOUNT MANAGEMENT T. ROWE PRICE OCTOBER 2016 TO APRIL 2017

Showed a strong attention to detail by processing account requests averaging 1 mistake per month while keeping up with the minimum processing requirements. All processing was contingent to the rules of the SEC and my responsibilities were to correct clients with assets to be compliant.

• Submitted up to 80 clients’ account requests per day

• Contacted about 3 clients per day over the phone to assist them in compliance

• Retirement and brokerage accounts

HEAD WAITER HACIENDA COLORADO JUNE 2014 TO PRESENT

Promoted to head waiter during my college years by showing initiative and was given the responsibility to delegate front of house management. Coordinated stocking inventory in a fast paced environment while showing hospitality and selling products.

● Assign 10 waiters their duties during the hours of operation and after hours

• One of the few in the restaurant that can balance 10 tables at once due to my abilities of communication and delegation

REALTOR LICENSED IN COLORADO 2019

Created a strategy for my business by marketing on social media - cost effective

• Worked with 1 investor client as a buyer for investment properties Education

UNIVERSITY OF COLORADO BACHELOR OF INNOVATION DEGREE FINANCE GPA 3.9

(CUMM. GPA 3.5) GRADUATE CLASS DECEMBER 2018

During the capstone, I led and managed a team of 5 for the finance arm of a gala dinner fundraiser for my 10th Anniversary Bachelor Innovation degree program. We created a budget analysis and contacted corporate leaders for funds.

• Won 3 scholarships

● Created a 2008 housing collapse analysis in Excel Spreadsheet CONTINUED EDUCATION 2019

Oxford Fintech Programme - Created a pitch deck and business model canvas for an innovative platform composed of hard money lenders for consumers in search of credit.

Studying for CFA Level 1 Exam due June 2020.

Exercising my Excel skills with the WallStreetPrep Premium Package.