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Wealth Management Venture Capital

Location:
Manhattan, NY, 10007
Posted:
April 21, 2024

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Resume:

** ******** **, ********** **, *****, ad459u@r.postjobfree.com, 631-***-****

Education

Fairleigh Dickinson University Madison, NJ

Finance, Wealth Management. Graduation Date May 2025

●Dean's list Spring 2023, A-B student in all Accounting, Finance, and Economics courses

●Baseball Team

●Experience with Microsoft Office, Excel, and Powerpoint

Experience

Edward Yost MD - Financial management / Online sales St. James, NY January 2022 - PRESENT

●In this position, I learned to handle a significant amount of money and plan on how to use this money to market and grow.

●It is a family run business so i learned how to manage money from trusted individuals to help improve finances and plan for a successful future while learning through many major softwares such as Microsoft Excel

Port Jefferson Village Center - Camp Counselor Port Jefferson, NY

May 2022-August 2023

●During this role, I had to work long hours while being professional around peers and coworkers

●Handle a very laid out schedule which shows time management skills

●Learned great patience, and concentration to keep order while maintaining a positive attitude

Leadership & Activities

Student Athlete Advisory Council

●1 of 4 members from the baseball team

●Joined August 2022 and still an active member

●SAAC is a committee that offers inputs on the everything that affect student athletes' lives

●Bi-weekly meetings addressing NCAA DIII rules, regulations and events as well as what is occurring in conference and on campus

Wealth Management Association

●Recently joined member of the Wealth Management Association

●Weekly meeting with experienced guest speakers, learning about new ways to invest, and connect with peers on ways to create an effective portfolio for the future

Skills and interests

Private Pilots License

●Currently enrolled in summer courses at Heritage Flight Academy in Islip, NY.

●100+ hours in both ground and air school which includes classes, exams, and hand on flight training

●Goal is to achieve multi-engine certification and fly in the Air National Guard Reserve in West Hampton, NY by 2025

Brokerage and Cryptocurrency portfolios

●Involved in investing in the Stock Market and Crypto since senior in Highschool

●Involved in Investment club in high school

●Profitable account return since start in 2021

●Spent recent months to learn options trading as one of my peers is very successful in that field



Contact this candidate