DANIEL HALEK

908-***-**** • acw17n@r.postjobfree.com

EDUCATION

Seton Hall University, Stillman School of Business South Orange, NJ

Bachelor of Science in Business Administration May 2014

Triple Concentration: Finance & Management & Information Technology

Certificates in Supply Chain Management & Entrepreneurship

GPA: 3.81 - Dean’s List / Magna Cum Laude

Activities / Honors

Finance Honor Society & Management Honor Society Member

Investment Club Stock Market Challenge

Competed against 22 individuals at the Stillman School of Business over a four month period with the goal of achieving the highest return on investment in the U.S stock market; finished 2nd with a total return of over 12%.

EXPERIENCE

Round Table Wealth Management Westfield, NJ/ New York, NY

Associate, Wealth Analyst January 2015 – September 2016

Research account transactions and propose trade recommendations for Client’s with investable assets between $1 and greater than $25 million dollars, based on asset allocation and each individual’s investment policy statement

Prepare balance sheets, quarterly reports, withdrawal and contribution analysis and evaluation of the impact of each holding in the Client’s portfolio

Initiate move money requests, execute wires, on-board new Client’s and coordinate the flow of Client data between custodians, accountants, and other professionals

Attend Client meeting’s with Wealth Advisor’s while taking notes for follow-up items

Kohl’s Department Stores, Watchung, NJ

Assistant Store Manager August 2014- January 2015

Manager-In-Training (MIT) June 2014-August 2014

Store Management Intern May 2013-August 2013

Drove excellent customer service as the manager on duty by assisting customers and directing associates to ensure that the store is operating efficiently

Led and managed associates, Kohl’s department and in-store merchandising within a store that generates $24- $27 million a year in sales

Led the men’s department to become the 2nd best performing department in the store from July through September which was formerly one bottom 3 departments in the store

Assisted in conducting interviews, evaluating talent, and hiring associates for Kohl’s

Campus Ambassador August 2013-May 2014

Present at various campus career events representing Kohl’s at panel discussions, career fairs and club events in order to attract top talent for Kohl’s

Acted as a liaison between students interested in a career at Kohl’s and the recruiting manager for Seton Hall University

Napier Park Global Capital- February 2014- May 2014

Apprenticeship through the Stillman School of Business September 2013- December 2013

Researched and developed a credit analysis on Goodyear, Southwest and IPG using Moody’s & S&P credit reports as well as the firm’s financial reports that were analyzed and derived from Bloomberg

Evaluated macroeconomic conditions and incorporated the findings into the final presentation

Presented rating recommendations, catalysts, and outlook for various companies to senior management

Kemper Sports, Galloping Hill Golf Course Golf Kenilworth, NJ

Sales Associate and Shop Assistant May 2010 – Fall of 2012

Handled all cash and credit transactions as well as opened and closed the golf course

Enhanced Galloping Hill’s image as a premier golf course in New Jersey through excellent

service and insuring smooth operations

COMPUTER SKILLS

Highly Proficient in Microsoft Word, Excel, and PowerPoint and experience with Microsoft Access and Bloomberg

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