Management Information Technology

Mark Jakupcik

**** ******* ***., ********, **. **931

616-***-**** ********@***.***

OBJECTIVE

To obtain a co-op or internship in the field of investment management, market analysis or

retirement planning

EDUCATION

Michigan Technological University (MTU) Houghton, MI

B.S. Finance April 2013

GPA 3.0

Relevant courses: Investment Analysis, Financial Risk Management, IS/IT Management,

Quantitative Problem Solving, Organizational Behavior, Strategic Management, Federal

Taxation, International Economics

EXPERIENCE

Diversified Financial Concepts Grand Rapids, MI.

Financial Planning Intern 4/11 10/11

Developed financial plans for clients using Profile Professional software

Presented initial profile results to each respective advisor

Recorded client s preferences and investment objectives during consultations

Converted all documents to electronic storage using Cloud Document Storage

Reviewed potential client s financial situation and made appointment with

appropriate financial advisor.

Warm Rain Corporation Hancock, MI.

Buffer 4/10 - 10/10

Buffed finished products prior to shipping

Project based assignments

Worked in a fast paced production environment

Worked with a diverse group of people

Evert s Hancock Kawasaki Hancock, MI.

Small Business Management Intern 4/09 9/09

Updated operations by implementing QuickBooks and an inventory management

system.

Facilitated marketing and supervised maintenance personnel

Provided support for a new start-up operation

Conducted day to day inventory

Handled all customer inquiries

COMPUTER SKILLS

Operating Systems: Windows (7, Vista, XP), Linux, MAC

Software: MS Office, QuickBooks, Morningstar Analytics, Profiles Professional, Redtail

CRM, Bloomberg Professional

Programming: C, HTML, MATLAB

ACCOMPLISHMENTS/LEADERSHIP

Beta Sigma Theta Fraternity (Offices: Recruitment, Information Technology,

Treasurer)

Vice President of Finance for Inter-Fraternity Council

Volunteer at Degage Ministries Soup Kitchen in Grand Rapids, MI.

Research interests include: Emergence Studies and Monte Carlo Simulation

Applications

Member of Michigan Technological University s Applied Portfolio Management

Program

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