Student Pursuing Career in Financial Services

Bryan T. Jaret

** ****** ****, ********* ******, NY 11570

Cell 917-***-****

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

https://www.linkedin.com/in/bryanjaret

EDUCATION

University of Maryland - College Park, MD December 2018 Finance Major GPA: 3.9 Cumulative GPA: 3.65

Robert H. Smith School of Business: Concentration in Finance

● University of Maryland Dean's list: Fall ’14, Spring ’15, Fall ’15, Spring ’16, Fall ‘16

● The National Society of Collegiate Scholars (Granted to those who place in the top 20% in their class)

● Primannum Honor Society (Granted to first semester freshman who achieve Deans list) Universidad Autónoma de Barcelona – Barcelona, Spain Jan. 2017- May 2017

● Concentrations in International Finance, Economics, E-Commerce and Spanish WORK EXPERIENCE

Foresters Financial -- Westbury, NY May 2017 – July 2017 Financial Advising Intern

● Successfully completed daily morning training program focused on developing a strong understanding of different investment strategies, various retirement vehicles, as well as methods of client creation and retention

● Collaboratively created and presented retirement plan options in mock client meetings based on detailed client goals and requirements

● Conducted over 125 phone calls to find prospective clients resulting in 25+ promising leads for a team of Financial Advisors National Business Capital -- Bohemia, NY July 2017 – Aug. 2017 Credit Analysis and Submissions Intern

● Analyzed the FICO scores, bank statements and business plans of over 150 new accounts to determine their eligibility of securing a loan

● Conducted research identifying potential industry related risks pertaining to a new account

● Interpreted all data related to an account and formulated recommendations for the best private lenders to propose an offer to Morgan Stanley -- Birmingham, MI June 2016 – Aug. 2016 Wealth Management Intern at the KPG Group

● Conducted comprehensive review of over 250 client portfolios, including meeting with clients and advisors to assess strategies based on objectives and risk profile, identifying opportunities, and preparing customized asset allocation suggestions

● Presented the benefits of opening a 401K by explaining the nature of compound interest to factory employees

● Researched on Morningstar and organized in excel over 750 closed-end funds to identify potential promising opportunities for senior analysis

BankMobile -- New York, NY Nov. 2015 – Aug. 2016

Bankmobilist Ambassador

● Promoted online mobile banking application to millennials through social media by marketing and demonstrating the product to individuals along with larger student organizations

● Met and exceeded monthly deadlines which required at least 10 membership signups per month ACTIVITIES

Banking and Private Wealth Management Fellowship Program – College Park, MD April. 2017 – Present

● Actively participate in Bi-weekly meetings which include experienced and inspiring guest speakers

● Attended many Financial industry networking nights Sigma Chi Fraternity – College Park, MD Sept. 2015- Present

● Active participant in Sigma Chi’s annual philanthropy event known as Derby Days, which over the past 3 years has raised over $75K to be donated to The Children’s Miracle Network Hospitals of Washington D.C.

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