DAVID MORRIS 716-***-****

Orchard Park, NY ****7 ad4gnu@r.postjobfree.com

With experience in investment research and administration, I am experienced in both company and individual investment analysis and processes. I manage multiple demands very well. Open to learning, I have a personable ease in getting along with colleagues and enjoy collaborating. As I complete my MBA in financial services, I hope to build upon this initial experience and acquire a role in investment banking where I can leverage my analytical skills and cooperative nature to support decision-makers.

MBA, FINANCIAL SERVICES (IN-PROGRESS), CANISIUS UNIVERSITY

•MBA and Leadership Certificate (August 2023-December 2024), GPA: 4.0 (December 2023)

•Bachelor of Science, Finance, Dean’s List (2022)

•Scholarships: Koessler Family, St. Peter Canisius (2018-2022)

•Extracurricular: Club Basketball, Finance & Economics Club. 2018 BUSX Competition Winner

INVESTMENT RESEARCH AND ADMINISTRATIVE EXPERIENCE

Advisor Associate June 2022-Sept 2023

Advisor Associate Intern, Moldenhauer & Associates, Buffalo Oct 2021-May 2022

•Research equities, financial statements and reports using various online platforms and provide recommendations to Advisors. Analysis and simulations completed using Right Capital to identify client financial-retirement viability. Also support Advisors in preparing, processing, and uploading client documents and legal papers.

•Execute trades on behalf of Advisors including buying-selling using the Commonwealth system. Track and monitor trades so Advisors are apprised of outcomes. Also executed withdrawals and deposits for client’s investment accounts.

Summer Intern, Tenzing Capital Group, Denver (remote) May 2020-Sept 2020

•Researched, analyzed, and evaluated company profitability and growth prospects using financial modelling (DCF, correlation returns) and ratios (margins, debt-to-equity, solvency, valuations). Utilized S&P Capital IQ, Bloomberg, Yahoo Finance and Excel. Summarized findings for review by Hedge Fund Manager.

ADDITIONAL INFORMATION

•Licenses: FINRA Series 7 (Jan 2023), FINRA Series 66 (Mar 2023), SIE

•Financial research: Right Capital, Morningstar, CFRA, S&P Capital IQ, Bloomberg Machine

•Certifications: Bloomberg Market Concepts, Wall St. Oasis Elite Modeling Program

•Administrative: MS Office especially Excel, MS Teams, Zoom, GSuite

•Interests: Literature, Basketball, Investing, Buffalo Bills, Science Fiction, Fitness

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