Financial Insurance

Location:

Posted:

May 03, 2014

Joe Leogrande

***********@*******.*** 315-***-****

Current Address: Permanent Address:

*** * ******* ****, *****, NY 10458 161 E Genesee Street, Auburn, NY13021

Education

May 2014

Fordham University, Gabelli School of Business, Bronx, NY

Candidate for Bachelor of Science in Finance

• Specialization in Value Investing

• Cumulative GPA: 3.5; Major GPA: 3.9

Honors

Dean’s List Fall 2011-Present

Fordham Finance Scholars Program

• Highly selective program focused on professional development

Experience

Pioneer Financial – Northwestern Mutual Wealth Management Company Fall 2013

• Run insurance and investment reviews for meetings New York, NY

• Maintain client matrix and Northwestern mutual database

• Proficiency in FI360, Envestnet, and Morningstar

• 20-30 hours per week while maintaining a 20 credit class schedule

Financial Modeling of Emerging Markets; Brazil Study Tour Spring 2013

• Learn to evaluate Brazilian equity securities in global sectors Brazil

• Study with financial strategists & analysts regarding Brazil’s economic rise

Fordham University, London Centre Internship Spring 2012

• Promoted Fordham’s London program via social media London, England

• Ran Fordham’s London alumni mentoring program

• Composed weekly newsletters for alumni and benefactors

• Researched and presented new opportunities for Fordham London

Activities & Leadership

Fordham University Freshmen Academic Advisor, Gabelli School of Business

• Moderate 10 discussions per semester on academic and career opportunities

• Meet regularly with students to address personal and academic issues

NAACP Member, Auburn-Cayuga Branch

• Plan and execute food drives, sporting events, and community activities

• Facilitate discussions on social issues within the community

Skills and Interests

Trading room exposure & simulations

Bloomberg Equity Essentials Certified

Computer Skills – MS Word, Excel, Access, Power Point

Training the Street – Corporate Valuation and Intro to Financial Modeling

Senior Leadership 2014 Nominee