Manager Management

Thomas O’Day

***.*******@*****.*** - 203-***-****

* ******* ****

Westport CT, 06880

EDUCATION_______________________________________________________________________________

Quinnipiac University, School of Business, Hamden, CT

Bachelor of Science in Finance

GPA: 3.2/4.0

Finance GPA: 3.5/4.0

Financial Management Association National Honor Society

Series 6 and 63 License

CFA Candidate

WORK EXPERIENCE_______________________________________________________________________

Deloitte LLP, Wilton, CT August-October 2010

Tracking and Trading Analyst (Temporary Contract)

Ran daily reports involving data manipulation and cross referencing

Conducted in depth research using tools such as Bloomberg to insure database accuracy

Provided customer support via written and/or verbal communications to partners and managers

Developed documentation and solutions to unique cases involving potential conflicts of interest

Monitored individual portfolios to confirm compliance with SEC independence guidelines

Longshore Sailing School, Westport, CT May 2005-August 2010

Manager (Summers)

Managed daily operations for the largest junior sailing school in the country

Created and led training programs for new employees

Managed equipment inventory for craft maintenance under a strict budget

Monitored and recorded the staff schedule to ensure compliance with Connecticut labor laws

Presented lectures on advanced sailing theory to students of all ages

First Investors, North Haven, CT December 2009-May 2010

Financial Representative Trainee

Became a member of FINRA by earning my series 6 and 63 license

Developed unique marketing plans to build a client base

Identified investment opportunities for current clients

Participated in weekly conference calls with senior management

EXTRACURRICULAR ACTIVITIES__________________________________________________________

Quinnipiac University

Polling Institute Interviewer

Investment Club

o Managed a simulated million dollar portfolio

o Participated in a major asset management project involving gold

New Haven, U-23 Rugby Club

Westport PAL Wrestling, (Head Coach)

Staples High School, Wrestling (Captain)

SKILLS____________________________________________________________________________________

Software: Proficient in Excel, Word, PowerPoint, Access, and Bloomberg

Other: Excellent presentation, time management, communication, and leadership skills

Contact this candidate