Adam P. Venanzi
** ********** **** . ************ . **, 08844 . 908-***-****
.abmrnw@r.postjobfree.com
Objective To obtain a position that will enable me to use my strong
organizational, analytical and research skills.
Education Ramapo College of New Jersey
Mahwah, New Jersey
Bachelor of Science Degree September
2005 - December 2007
Major: Business Administration
University of Hartford
West Hartford, Connecticut
September 2003 - May 2005
Series 6 License: Investment Company/Variable Contracts
Representative March 2008
Series 7 License: General Securities Representative
July 2008
Series 55 License: Limited Representative-Equity Trader
February 2009
Computer Microsoft Office: Word, Excel, PowerPoint, Access, VBA,
Publisher and Outlook; Apple OS; Internet;
Skills Morningstar Principia, Goldmine, eSignalPro
Relevant Marketing Principles and Practices; Business Communications;
Organizational Theory and Behavior;
Courses Financial and Managerial Accounting; World Business;
Information Technology; Market Research; Management Statistics;
Business Law; Corporate Finance; Integrated Marketing
Communications; Entrepreneurship; Consumer Behavior; Marketing
Management; Management Theory and Practice; Macroeconomics;
Microeconomics; Fundamentals of Importing and Exporting;
Strategic Management; Ethics in Business, Overview of Financial
Markets, Quantitative Methods
Employment Equity Trader, Lead Trainer and Recruiting Manager
History Hold Brothers Online Investment Services/Xerxes Trading,
Morristown, NJ (July 2008 - Present)
. Work directly with head trader with analysis of equity index
and currency futures, economic data, recommend stocks/ETF's
based on breaking news, fundamentals and technicals and
perform block-size positions in trading accounts.
. Perform analysis on stocks by following trends and patterns
to determine when to buy, sell or sell short.
. Trade company stocks on NYSE, AMEX and NASDAQ as well as
exchange traded funds.
. Train all new traders on managing risk, entering and exiting
positions as well as technical and fundamental analysis.
. Conduct background checks and interviews on new traders
before hiring.
Key Account Specialist, Research Analyst
Taylor Financial Group, LLC, Franklin Lakes, NJ
(May 2007 - April 2008)
. Assist in asset allocation and construction of all
portfolios for clients based on their objectives.
. Conduct research and own analysis on performance, strategy,
fund manager and holdings of hedge and mutual funds.
. Analysis through back-testing of multi-million dollar
portfolios for clients, including Endowment and Foundation
accounts for a University.
. Heavy communication with Broker/Dealer and clients on a daily
basis.
. Intensive writing to clients via memoranda.
Intern
Smith Barney, Paramus, NJ
(January 2007-May 2007)
Leadership/ Secretary and Rush Chair of Alpha Phi Delta Fraternity
Service A National fraternity of fraternal friendship, in which we plan
fundraising events, increase awareness of our National
fraternity as well as planning social events with other
organizations.
Snowboard Instructor Burton Chill Program
A non-profit organization in which challenged inner-city children
(ages 7-15), are taught how to snowboard.
President and Founder of the Ski and Snowboard Club at Ramapo College
A club which promotes the sport of skiing and snowboarding to the
Ramapo College community. Duties include allocation,
collection and disbursement of funds, planning trips and
events, maintaining open lines of communication with club
members and school officials, presiding over meetings and being
the club's overall leader.
REFERENCES AVAILABLE UPON REQUEST