Manager Project

Objective To obtain a career in the financial services industry. Skills

include Microsoft Word, Excel, PowerPoint, Jump, and

Bloomberg.

Education Iowa State University, Ames, Iowa

Bachelor of Science, May 2013

Major: Finance Minor: Management

Finance GPA: 3.50/4.00, Overall GPA 3.30/4.00

Wells Fargo Global Fund Services, Edina, MN

Equities Intern, Operations

Summer 2012

. Reconciled 11 funds and provided hedge funds

with daily balances

. Sent and confirmed money transfers along with

confirming and extracting daily trades

. Handled daily dividends and interest accrued

for the previous day

. Completed weekly projects that varied

depending on upcoming schedule

. Assisted in identifying any issues that may

occur within existing processes and

transactional data to accountants

. Processed daily reports and were sent to

managers

Corporate Finance Investments

Financial Accounting Financial Markets

Economics Introduction to Finance

Related Corporation Comparison Research Project:

Calculate current and optimal capital structure for two

companies based on weighted average cost of capital.

Interpreted results using different financial theories.

College Pro Painters, Maple Grove, MN

Job-Site Manager

Summer 2011

. Worked in a team of three people to complete

projects of painting and staining houses

. Estimated costs of jobs and allocation of resources

. Met with customers to determine needs and present

cost of job

. Tracked time spent for each job online

computer system

. Collected payments through billing system

Activities Finance Club, 2012

. Attended speaker presentations and monthly meetings

. Networked with students and businesses

Iowa State Club Baseball, 2009-2011

. Coached team and assisted with selecting players

. Secured funding for Baseball Club through private

donors

. Volunteered to clean Hilton Coliseum after large

events

Related

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