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Recent College Graduate with Capital Market Experience

Succasunna, New Jersey, United States
August 16, 2018

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Samuel G. Sherwood

** ******* *****, **********, ** 07876 • 201-***-**** • Education

Roger Williams University, Bristol, RI Class of 2018 Mario J. Gabelli School of Business, AACSB Accredited Cumulative GPA: 3.10 Bachelor of Science in Finance Finance GPA: 3.40

Core Concentration: International Studies

Relevant Courses: Portfolio Analysis, Advanced Portfolio Analysis, Advanced Financial Management, Spreadsheets/Project Management, Financial & Managerial Accounting, Macro & Micro Economics, Legal Environment of Business, and Risk Modeling.


Dean’s List: Fall 2015, Fall 2017, Spring 2018

Affordable Excellence Scholarship

Leadership Award

International Studies Institute, Florence, Italy Fall 2016 Work Experience

Center for Advanced Financial Education, Gabelli School of Business Summer 2017 – Spring 2018 Roger Williams University

Equity Analyst

Chosen as one of ten students to manage two real-dollar equity portfolios; the $100,000 Mario J. Gabelli Value Fund and the $100,000 Growth Fund.

Constructed investment portfolios utilizing the top-down approach given current global economic conditions.

Conducted in-depth financial statement analysis by examining each company’s Income Statements, Balance Sheets, and Cash Flows.

Utilized financial platforms such as and Bloomberg to carry out analysis.

Traveled to Shanghai, China to present both portfolios to the office of Mario J. Gabelli as well as visit the Shanghai Stock and Future Exchanges.

Trump National Golf Club, Bedminster, NJ April 2012 -2016 Server/Runner

Provided world-class service and hospitality to members and guests.

Ensured members and guest needs are taking care of in a timely matter.

Created an inviting and exuberant atmosphere.

Monitored food distribution, ensuring that meals are delivered to the correct recipients and those guidelines, such as those for special diets, are followed. Leadership and Additional Experience

Roxbury High School Varsity Ice Hockey

Named Captain 2014 Season

Academic Clubs/Organizations:

Financial Management Association Club (FMA)

Future Business Leaders of America Club (FBLA)


Proficient in Microsoft Office applications including Outlook, Word, Excel and PowerPoint

Intermediate in Bloomberg and Research Platforms/TD Ameritrade Trading Platform

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