High School Management

Courtney Long

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

*** *. ******** ****** *********, MA 01835 978-***-****

OBJECTIVE A position which utilizes academic knowledge and business experience in a corporate environment; while

enhancing financial skills.

EDUCATION Merrimack College, North Andover, MA

Bachelor of Science in Business Administration, May 2008, summa cum laude

Major: Business Concentration: Finance GPA 3.877

Relevant Courses

• Managerial Finance • International Financial Management • Corporate Finance

• Investments • Financial Planning & Services • Portfolio Management

Candidate in CFA Level 1 Program. Scheduled to take CFA Level 1 Exam June 2009

AWARDS McQuade Scholarship, Merrimack College Dean’s List, National Scholars Honors Society,

Finance Executives International 2007 Scholarship Award for Academic Excellence in Finance,

Merrimack College Presidential Scholar, Deborah Skrekas ’89 Memorial Award awarded to first

ranked Merrimack College senior in Business Administration

COMPUTER Microsoft Word, Excel, PowerPoint, Access, FrontPage, Internet, DST Systems Automated Work

Distributor (AWD), Bloomberg, Oracle

EXPERIENCE Putnam Investments, Andover, MA

Performance Analyst June 2008 – February 2009

• Analyzed, interpreted, and reported on investment performance of Putnam’s institutional

products

• Specialized in maintaining accurate and complete records of expense fee ratios

• Provided custom reports of fund performance figures at the request of clients

Correspondence Representative January 2008 – June 2008

• Communicated with brokers, investment firms, and shareholders regarding Putnam funds

and products via outbound telephone calls

• Provided feedback to other departments within Putnam based on information obtained

during contact with brokers and shareholder

Processor for Putnam Client Operations November 2006 – January 2008

• Processed financial and non-financial transactions in Putnam’s

database systems at the request of clients

• Reviewed transactions processed by other employees in quality

control role

• Assisted in training and peer-coaching of newly hired employees

OTHER

EXPERIENCE Pentucket Regional School District, West Newbury, MA June 2006 – June 2008

Substitute Teacher

• Substitute in the Pentucket Regional school district; including the elementary schools,

middle school, and high school

YWCA of Greater Newburyport, Newburyport, MA May 2006 – November 2006

Water Safety Instructor and Lifeguard

• Taught swimming lessons and water safety to children of all ages

• Created lesson plans for learn-to-swim levels 1-6

Brookside at Andover, Andover, MA May 2004 – August 2005

Lifeguard

• Supervised pool and pool area and provided safety to swimmers

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