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Assistant High School

Location:
7924, United States
Posted:
May 24, 2010

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***** Andrew ******

*** **** ***** ****, *************, NJ 07924 ?917-***-****?

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

EDUCATION:

Bentley University, Waltham, MA

Bachelor of Science, Economics and Finance, May 2008

Cumulative GPA: 3.4/4.0

Major Related Courses GPA: 3.55/4.0

Honors: Dean's List

Royal Holloway University of London, Egham, England, 09/2006-12/2006

Completed study abroad curriculum within the Economics Department

while traveling throughout Europe

Work & Leadership Experience:

Kingside Partners LLC Institutional Broker-Dealer, Trading Assistant,

New York, NY, 05/2007-10/2009

. FINRA Licensed: Series 7, 63

. Booked and confirmed all trades with clearing broker and clients,

mediated any trade breaks, created and maintained all trade

tickets, handled and monitored all reports from clearing broker,

completed daily blotter

. Worked directly under firm CEO/Head Trader, Senior Analyst, and

small investment team as both a personal and executive assistant,

resulting in exposure to all facets of constructing and running a

boutique Broker-Dealer

o Developed and organized all aspects of office maintenance for

firm including managing vendors, software troubleshooting,

phone and office reception

o Handled individual needs including travel, finances,

calendar, and other miscellaneous errands/arrangements

. Single handedly organized and recruited buy-side analysts and

portfolio managers to attend meetings with company management, idea

forums, and industry expert consultations in a variety of sectors

o Successfully assisted in the development of new

relationships, institutional accounts grew from 5 base

accounts to over 25

. Tracked day to day market occurrences as well as ongoing theses

using ThomsonONE research platform

o Firm maintained a generalist view of the US Equities market,

head analyst specialized in the industrials, home builders,

and basic materials spaces combining fundamental and

technical analysis of investments

o Completed variety of research projects including maintenance

of firm earnings and economic calendar, conference call

coverage, and analysis of 10Q's/K's

o Drafted morning and weekend news reports focusing on the

firm's watch list as well as global markets

. Responsible for organization of firm compliance materials and

finances, including construction and maintenance of firm WSP, BCP,

AML, and other regulatory filings

. Handled organization and submittal of all account forms, DVP

instructions, and other relevant documents

. Firm is no longer active, no longer registered with FINRA/SEC as of

10/2009

Wellesley Investment Advisors, Client Services Intern, Wellesley, MA,

10/2007-05/2008

. Aided lead salesman in conscription and retention of clients

. Managed client forms and presentations

Bear Stearns Summer Internship, Global Clearing Services, New York,

NY, 05/2006-08/2006

. Responsible for organization and distribution of proxy forms and

notices to Bear Stearns global clients

. Participated in "Bear Cares" mentor program at the Isaac Center in

Manhattan

Undergraduate Admissions Office, Bentley University, Waltham, MA,

02/2005-05/2007

. Selected to prepare and give tours to potential students and

parents weekly as well as at Undergraduate Admission's Open Houses

Late Night Open Hockey League, Bentley University, Waltham, MA,

11/2004-09/2006

. Created the only non-varsity Ice Hockey League for players to

participate in intramural Ice Hockey

. Lobbied school officials to create a club hockey team at Bentley,

which was created in September of 2006

OTHER RELEVANT ATTRIBUTES:

. Highly proficient in Microsoft Office including; Excel, Word,

Outlook, Lotus Notes, and PowerPoint

. Volunteer Ice Hockey Coach 2009/10; Pope John XXIII High School

Junior Varsity

. Charity supporter of The Matheny Medical and Educational Center,

St. Jude's Children's Research Hospital, and Voices Against Brain

Cancer



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