Financial Advisor Intern

ANTONIO BIZARRO DA NAVE

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

EDUCATION

Syracuse University Syracuse, NY

Martin J. Whitman School of Management May, 2017

• Bachelor of Science in Finance

• Cumulative GPA: 3.58/4.0

PROFESSIONAL EXPERIENCE

XP Investimentos Sao Paulo, Brazil

Financial Advisor Assistant Jun 2016 – Aug 2016

• Assisted advisors track client’s accounts by managing data on electronic platforms including company’s own software, Salesforce, and Excel

• Provided four leads on prospects and assisted advisors on recruiting new high network clients

• Recorded clients’ transactions to regulatory bodies and solved related compliance issues

• Scheduled and mediated meetings with experts in different industries to discuss the development of the market in the area, providing valuable insights to the company’s analysts

• Prepared an overall report on the company’s different areas, which was approved by supervisor and distributed internally to improve employers’ knowledge of the company Linear Invest Sao Paulo, Brazil

Portfolio Management Intern Jun 2015 – Aug 2015

• Managed stock portfolio worth $10,000,000 in Excel for individual investments

• Performed research on a daily basis regarding investors’ shares and provided reports on their performance

• Analyzed market performance and presented weekly reports to the board on new investment opportunities COURSEWORK EXPERINCE

Capstone Competition Syracuse, NY

Syracuse University Aug 2016 – Dec 2016

• Created a product focused on kidney stone management and wrote a compelling business plan leading our team to the top 5 in the competition

• Built financial statements in Excel to prove the viability of the business

• Researched the market in order to gain insight on customers and competitors, building a strong marketing strategy

• Contacted different contract manufactures to determine production costs and the viability of the operations strategy

• Met with specialized doctors and dieticians to gain a medical perspective on the issue and to ensure a superior product

• Performed a presentation to attract potential investors, highlighting key elements of the business plan LEADERSHIP AND COMMUNITY SERVICE

Sigma Phi Epsilon Fraternity Syracuse, NY

Finance Board Aug 2015 – May 2016

• Managed a budget of $58,000 in Excel and described all financials to other members

• Financed events such as philanthropies and sport competitions to promote the fraternity in the University Recruitment Committee Aug 2014 – May 2015

• Organized events around campus to promote the fraternity and recruit new members

• Selected potential new members and conducted interviews to determine their acceptance Philanthropy Committee Aug 2014 – May 2015

• Promoted and coordinated philanthropic events to raise funds to charity institutions in the Syracuse area

• Organized campaigns around campus to collect children’s books and donated to public schools SKILLS

Languages: Fluent in Portuguese. Conversational Spanish Software: Proficient in Microsoft Office (Excel, Power Point and Word) Proficient in Salesforce: cloud-based, customer relationship management (CRM) system Certifications: Bloomberg Market Concepts (BMC): Modules I, II, III, and IV

Contact this candidate