Manager Sales

JAMES HOLLYDAY III

Present: Hobart and William Smith Colleges ( 2478 Scandling Center (

Geneva, NY 14456 ( Cell: 203-***-****

Permanent: 11 Roland Avenue ( Norwalk, CT 06855 ( 203-***-****

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

EDUCATION

Hobart College, Geneva, NY

Anticipated May 2011

Bachelor of Arts in Political Science

GPA: 3.2

Minor: Economics, American Studies

Honors: Hobart Scholar 2009, Dean's List Fall 2008, Fall 2010.

Relevant Coursework: Portfolio Analysis, Principles of Accounting,

Corporation Finance.

RELEVANT EXPERIENCE

Iroquois Capital Summer Intern, New York, NY

Summer 2010

. Reconciled account and asset records, reviewing custodial

documentation and comparing with accounting records.

. Performed tax lot accounting for all realized profits and losses

in brokerage accounts for six-month periods.

. Researched companies and market information to aid in analysis of

potential transactions.

. Reviewed and reconciled options portfolio daily.

. Assisted in determining face value of debt portfolio based on

defaults.

Merrill Lynch, Brokerage Intern, Rochester, NY

Fall 2009

. Analyzed client portfolios using Morningstar and proposed changes

to the president of the financial advisory team.

. Researched and located potential clients by checking background and

compiling client database using Microsoft Excel.

. Created Excel Spreadsheet Template for client asset allocation.

Morgan Stanley Smith Barney, Retirement Planning Intern, Stamford, CT

Summer 2009

. Compiled and classified potential client database by researching

businesses and the 401k plans used.

. Edited client risk assessment questionnaire for financial advisors

to be administered to new and current clients.

. Researched common stock vs. preferred stocks, ETF's, and

alternative investments to gain an understanding of various types

of investments; presented information to financial advisor.

Topwater Investment Management LLC, Summer Intern, Norwalk, CT

Summer 2008

. Created, managed, organized, and continuously updated a database of

300 mortgage owners as a part of a three-person team.

. Analyzed client payments and dues and coordinated payments from

mortgage owners.

. Calculated and presented total dues and payment discrepancies

during company lawsuit.

. Researched market closing conditions and emergency measures for

the major equity exchanges.

HWS Wall Street Experience Winter

2007

. Passed finance test administered by economics department and

qualified for selective two-day Hobart and William Smith Wall

Street Trip.

. Visited numerous alums in financial firms such as JP Morgan,

Merrill Lynch, Lehman Brothers, Bear Stearns, Standard and Poor's.

ADDITIONAL EXPERIENCE

Hobart and William Smith Fishing Club Founder, President

Spring 2009-Current

. Designed club format and organization, successfully proposed

club to student government.

. Created club budget, designed revenue sources through fundraising,

school awards, and member dues each semester.

. Planned, coordinated and fundraised club trips.

Norwalk Seaport Association, Sheffield Island Manager, Norwalk, CT

Summers 2004-2009

. Head of operations of historic 50-acre island open for public tours

and private functions.

. Supervised tour boat staff of six, responsible for safety of staff

and an average of 100 daily visitors.

. Planned, prepared and managed the operations of private events such

as corporate functions and weddings of up to 300 people.

. Created and developed employee sales initiative program.

ATHLETIC EXPERIENCE

Hobart Varsity Rowing

Fall 2007-Winter 2009

. 1st Place in both New York State Championships and Liberty League

Championships.

. 3rd Place ECAC Championships Freshman 8 Spring 2008.

. 14th place in IRA Invitational National Championships Freshman 8

(Interdivisional).

. Awarded Rookie of the Year Class of 2011.

SKILLS

. Familiarity with Morningstar, Bloomberg.

. Proficient in Microsoft Office Excel and Powerpoint.

Contact this candidate