Manager Assistant

Owen Clements

**-** **** ****** ********* NY ****4

Mobile 781-***-****

***********@*****.***

Education

University of Massachusetts Boston / B.A. Economics / Boston, MA

01.11

. Graduated magna cum laude.

. Focused on mathematical methods by taking such courses as differential

equations, linear algebra, accounting, econometrics and three semesters

of calculus.

. Held a Teaching Assistant position for Econometrics and tutored students

in various mathematics and economics courses.

Experience

SecurAmerica / Site Supervisor / Boston, MA

10.07 - 7.12

. Maintained accounting records for site payroll.

. Maintained a strong working relationship with property manager to ensure

proper building security needs are met.

. Responsible for scheduling and administrative duties for site security

guards.

Massachusetts Municipal Association / Legislative Intern / Boston, MA

01.10 - 05.10

. Completed an extensive report examining the costs, benefits, accounting

and feasibility of various forms of proposed legislation to rein in

municipal healthcare costs.

. Used econometric techniques such as linear and nonlinear regression

analysis to determine future values of municipal health insurance costs

under a variety of proposed plans.

RBC Dain Rauscher/RBC Global Markets / Fixed Income Trading Assistant /

Boston, MA 05.04 - 08.07

. Worked with various traders and portfolio managers from mutual fund

companies, insurance companies and money management firms to offer

products and liquidity for their municipal bond portfolios.

. Closely worked with the firm's investment bankers to ensure the financing

and sale of various municipal bonds nationwide.

. Analyzed municipal project feasibility reports in order to better serve

the needs of clients.

. Reviewed daily trading logs and ensured proper settlement of all branch

trades.

. Responsible for all branch audits examining trade and accounting records.

RBC Dain Rauscher (Formally Tucker Anthony) / Operations Associate /

Boston, MA 01.02 - 05.04

. As acting branch compliance liaison was responsible for firm, NASD and

SEC audits.

. Analyzed the branch's daily trade and accounting logs for discrepancies.

. Corrected all branch trading errors.

. Responsible for monitoring all of the branch physical and electronic

client correspondence.

. Processed all outgoing and incoming customer payments.

Tucker Anthony Inc. / Retirement Plan Specialist / Boston, MA

11.00 - 01.02

. Built relationships with various financial advisors nationwide in order

to assist in the management of retirement accounts.

. Worked with a team to train the firm's operations managers on the

Retirement Plan Operations System (RPO) nationwide.

. Was responsible for all retirement account transfers, distributions and

contributions.

Skills, Accomplishments & Awards

Recipient of the 2011 Leonard J. Kirsch Prize for excellence in Economics.

Held NASD Series 7 & 66 licenses. Proficient in Microsoft Office products,

Stata and Bloomberg trading systems.

Contact this candidate