Timothy M. Walsh, Jr.

**** ****** ******, ***. **

Union City, NJ 07087

973-***-****

acuj3z@r.postjobfree.com

Professional Experience AMG National Trust Bank, Morristown, NJ July 2012 - Present Financial Counselor

• Begun to assume full responsibility for client list

• Determined and presented target investment portfolios to clients

• Chose securities based on client oriented long-term risk and return goals

• Ran and set constraints for an efficient frontier analysis

• Explained firm’s five-year economic scenarios and corresponding investment advice

• Prepared tax projections and reviewed final tax returns

• Performed long-term financial security analyses

• Updated models for and corresponded with 200+ clients

• Implemented, maintained, and created complex excel models and macros Wenner Media, New York, NY Summer 2011

Finance Intern • Assisted with preparation of personal financial statements and tax returns

• Prepared monthly investment reports

• Created and updated payment schedules and Excel worksheets Education Chartered Financial Analyst (CFA) – Passed each level on first attempt Aug. 2015 Eligible to receive charter once work experience requirement is met Connecticut College, New London, CT B.A. May 2012

Double Major: Computer Science & Economics - GPA 3.6 Honors: Dean's Honors seven semesters

Academic All-American 2010 - 2012

Stock Market Simulation, Senior Research - Computer Science & Economics

• Year long research project focusing on high frequency trading

• Determined impact of market changes when introducing algorithmic traders

• Presented at Society for Computational Economics conference in Prague, Czech Republic Technology Microsoft Excel, Microsoft Word, Visual Basic, Java, Python, HTML, Scheme, SQL, PHP, Java Script, STATA, XML

Athletic Commitment Varsity Men’s Swimming, Connecticut College

Captain • Received award for most accomplished male athlete at Connecticut College

• Nine time All-American & 12 time conference champion

• National runner-up in the 100 backstroke

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