I have been investing in the stock market since I was a Junior in High School. I have been running a client’s portfolio since March 2017. Running a fund teaches both discipline and risk management skills. As well as managing for others, I have been doing my own investing and for 2018 I returned of 30%. As a hard-working and goal-oriented individual, I intend to make the most of an entry level job opportunity to further my growth towards a career in finance. I believe that I have already built useful experience in both client acquisition and client relationship management that would add several benefits to your team.
Texas Tech University Lubbock, TX
B.A. Economics Major GPA 3.2 Expected Graduation-Spring 2019
Minor in Agribusiness Management
Managing Portfolio 2017-2018 developing portfolio management, technical/fundamental analysis, and client relationship abilities
Personal Account- YTD return of 30% 2018
Monetary Theory, Game Theory, Antitrust law and Economic Regulation, International Economics, Economics of Multinational Enterprises, Property Appraisal, Agricultural Price Theory.
Texas Tech Short Courses- Excel, Forms and Functions, and PivotTables
Finance-Related Skills Skills
Portfolio Management Excel, Publisher, PowerPoint, Word
Options trading- extensive knowledge Communicating effectively
Asset Allocation Teamwork
Risk Management Organization
Client Services Leadership
Clubs and Activities
Matador Investment Club Texas Tech University President,
In charge of running meetings, organizing fundraising events: poker tournaments, helping students learn more about investing, and guiding students to succeed in the financial sector.
Real Estate Organization (REO) Texas Tech University
Lone Star Valet May 2014- August 2018
Worked parking cars and taking care of customers’ vehicles. When managing, never had a claim or accident.
McDonald’s June 2012- May 2014
This job helped me learn the importance of discipline, responsibility, and the value of money.
Children’s Home of Lubbock Lubbock, TX August 2018-Present
-Helped with landscaping around the outside of the home.
StarCare Specialty Lubbock, TX September 2017-Present
-Administration work; filing, spreadsheets, and organization.
Seven Loaves Plano, TX June 2013-May 2015
Minnie’s Food Pantry Plano, TX August 2012-May 2014
Siu Chiang email@example.com 415-***-****
Ellis McCasland firstname.lastname@example.org 806-***-****
Stuart Ford email@example.com 214-***-****