Financial Service

DANIEL PARROW

*********@*****.*** • 413-***-****

EDUCATION

Bentley University Waltham, MA

Bachelor of Science: Economics and Finance, May 2016 Minor: Computer Information Systems

Relevant advanced coursework:

• Capital Markets

• Financial Modeling (cost of capital, financial statement forecasting, valuation)

• Financial Markets and Investments (portfolio formation and equity valuation projects)

• Principles of Accounting and Finance (stock pitch and beta calculation projects)

• Intermediate Macroeconomic Theory and Price Theory EXPERIENCE AND EMPLOYMENT

Fidelity Investments Merrimack, NH

Financial Representative, Full Trader June 2016 – Present

• Responsible for being the first point of contact for existing and potential clients

• Develop and enhance long term relationships with clients while providing exceptional service

• Field 60-70 inbound phone calls per day to provide general account maintenance and client service

• Process mutual fund and stock trades with perfect execution in a customer oriented environment Goedecke & Co., LLC Boston, MA

Financial Analyst Intern October 2015 – December 2015

• Assisted with the preparation of financing presentations

• Worked with loan producers and associates to create professional memoranda for institutional investors

• Researched ownership and financing of public records

• Analyzed property financial statements

Farm Credit Financial Partners, Inc. Agawam, MA

Business Analyst Intern May 2015 – September 2015

• Converted 13,000 customers and 2,500 accounts from one bank to another during a bank merger

• Validated hundreds of attributes per record during a bank merger

• Led a group of contractors and introduced the team’s processes and objectives for the bank merger

• Tested for quality, an in-house built software used by loan officers at our customer bank associations Bentley Investment Group, $750K student run, long only equity fund divided into six sectors Waltham, MA Analyst – Consumer Sector 2013 – 2016

• Worked with two team leaders and four analysts to present bi-weekly equity pitches to 250+ members

• Analyzed market data and trends for the consumer sector on a weekly basis

• Created an educational environment during weekly meetings to train new members LEADERSHIP AND ACTIVITIES

Bentley University Waltham, MA

• Bentley Investment Group – assistant team leader 2015 – 2016

• Bentley University Club Golf Team – tournament competitor 2012 – 2016 CERTIFICATIONS AND SKILLS

Certifications

• Series 7: General Securities Representative July 2016

• Series 66: Uniform Combined State Law June 2017

• Series 63: Uniform State Law July 2016

• Bloomberg Essentials: Equity Essentials January 2014 Technical skills

• Financial Modeling, Microsoft Excel, Access, PowerPoint, Word, FactSet, VBA, SQL, Java Primary address:

505 Washington Street, Apt #1

Brighton, MA 02135

Secondary address:

52 Jessie Lane

Westfield, MA 01085

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