Assistant Management

John T. Golio

** ******** ******

Hasbrouck Heights, NJ 07604

H: 201-***-**** **********@*****.*** C: 201-***-****

WORK EXPERIENCE

Fall 2013 – Present City National Rochdale New York, NY

Portfolio Management Assistant

• Prepare client portfolio reviews and asset performance

comparisons.

• Assist in trade implementation of equity and fixed income

securities for client withdrawals.

• Initial point of contact for all client inquiries, security transfers,

tax preparation, and general market questions.

Summer 2012 People’s United Equipment Finance Corp. Teaneck, NJ

(Subsidiary of People’s United Bank)

Credit Intern

• Reviewed corporate and personal financial statements in order

to determine applicants’ credit worthiness.

• Spread financial statements highlighting trend analysis over

comparable periods as well as industry comparisons.

Winter 2012 UBS Financial Services New York, NY

And

Summer 2011 Wealth Management Intern

• Performed fundamental equity analysis and presented

investment recommendations to the portfolio managers.

• Researched and compared companies by sector in search of

value.

EDUCATION

2009-2013 Dartmouth College Hanover, NH

• Bachelor of Arts: Anthropology/Economics

• GPA: 3.1

• SAT: Verbal: 680; Math: 700; Writing: 710

2010 Academy of Liberal & Beaux-Arts Barcelona, Spain

• Coursework: International Monetary Economics, Economies of

the European Union, & Modern Spanish Film/Literature

ACTIVITIES

2009-2013 Dartmouth Varsity Football

Defensive End

2009-2013 Gamma Delta Chi Fraternity

Social Chairman

CERTIFICATIONS

• Series 7

• Scheduled to take the Series 66 exam in October.

• Scheduled to take level 1 of the CFA exam in June.

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