Representative Data Entry

David M. Schwoegl

412-***-**** **** Summers Drive, Allison Park, PA 15101

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

EDUCATION

The Pennsylvania State University, Erie, PA Graduated: May 2014

Finance, B.S.

Business Economics, B.S.

Cumulative GPA 3.2

PA Life and Fixed Annuities Licensed

PA Accident and Health Licensed

EXPERIENCE

Financial Representative, May 2013 to August 2013

Northwestern Mutual, Cranberry Twp, PA

• Set up appointments to discuss clients' current financial situation

• Determined what products can help fill clients’ needs and presented appropriate solutions

• Developed positive professional relationships with clients

Seasonal Warehouse Assistant, May 2011 to August 2012

Weleski Transfer Inc., Tarentum, PA

• Developed a system of filing and data entry with company records

• Aided in storing and location of client possessions

ACADEMIC EXPERIENCE

Finance

• Developed skills in introductory finance courses concerning financial statements, short term financial planning,

and cash flows

• Completed a startup business plan including financial statements, balance sheets, and cash flows

• Managed virtual investment portfolio

• Developed skills in acquisition and allocation of financial resource, management of corporate capital, forecasting

capital requirements, and planning profits

• Completed a hands on accounting approach for a virtual company

Economics

• Applied statistical techniques to test and explain economic relationships

• Explored relationships of money, credit, commercial and central banking, financial intermediaries, treasury

operation

• Performed economic analysis of why nations trade, barriers to trade, foreign exchange, the international monetary

system, and macroeconomic policy in an open economy

TECHNICAL SKILLS

Software: Excel, Power Point, Word, Access, Eviews

LEADERSHIP

Sigma Tau Gamma Fraternity Delta Upsilon Chapter, 2010 to present

• Vice President of Finance, Scholarship Chair, IFC Representative, Secretary, Judicial Board

Inter Fraternity Council

• Vice President, Sigma Tau Gamma Representative

Delta Sigma Pi Professional Fraternity

PHILANTHROPIC WORK

Multiple Sclerosis Society, 2011 to 2012

• Raised and donated money to the MS Society through fundraising and campus events

United Way, 2011 to 2012

• Gathered clothing donations for the United Way

Contact this candidate