Sales Representative
Merrill Lynch ( Houston, TX
Portfolio 2011 2012
Manager
Mast Student Investment Round table (
Nacogdoches, TX
Administrative Management
o Supported the management in communicating with prospective clients by
offering assistance in preparing PowerPoint presentations and
scheduling major meetings
o Accomplished information management duties, such as transitioning and
updating contact systems from ACT to Sales Force Department
o Rendered assistance to Gregory and Roberts Group in their largest
recorded year
o Provided expert oversight to store's supplies and inventory
RESEARCH & ANALYSIS
o Assisted Investment Associate with macroeconomic & investment
research.
o Proficient in Microsoft Office
o Utilized technical analysis to study volume, momentum, volatility and
trends of equity positions.
o Performed fixed income analysis on Bloomberg terminal for Investment
Associate.
o Strategically weighted assets with a benchmark to beat the Standard &
Poors 500.
Leadership and Coordination
o Earned recognition from managers for demonstrating dedication and
leadership skills
o Effectively managed every shift of all staff
o Coordinated with potential clients while keeping them up-to-date
regarding the accounts, and offered other services
o Efficiently communicated and motivated colleagues in performing at
their best at work
Morgan Stanley Tyler, Texas
Manager, Bartender 2010-2012
Shack Nacogdoches, TX
Education
Series 7 Certified
BBA majoring in Finance ( Graduated May 2013
Stephen F. Austin State University, Nacogdoches, TX
Affiliations
o President/Alumni Representative, Phi Delta Theta Fraternity