Financial Advisors Business School

Aidan D. Glynn

Email: ***********@*****.***

Mobile: +1-847-***-****

Address: *** ***** ******, ************, ** 60048

Education

University College of Dublin Smurfit Business School Dublin, Ireland Master of Science (MSc) Finance Graduated: December 2022 Second Class Honors

University of Dayton Dayton, Ohio

Bachelor of Science in Business Administration Graduated: May 2021 Majors: Finance and Entrepreneurship

Skills

Strong Communication and Interpersonal skills

Flexible, Diplomatic and Collaborative

Ability to work independently and as part of a team

Experience working with MATLAB, Salesforce, Outlook, Morningstar, Bloomberg Work Experience

North Square Investments Chicago, Illinois

Internal Wholesaler December 2022 – April 2023

Created Morningstar reports at the discretion of financial advisors detailing key financial ratios between North Square funds, competitors, and the benchmark.

Prospected territories to set up meetings for external wholesalers and potential new clients.

Attended virtual meetings with wholesalers and financial advisors to expand market knowledge and create relationships within the industry.

UBS Northbrook, Illinois

Wealth Management Intern June 2019 - August 2019

● Researched and identified potential investment opportunities which were presented to UBS wealth managers in a daily financial memorandum.

● Assisted financial advisors and analysts with analytic market research to aid with the purchase of securities to strengthen their portfolios.

● Participated in a stock pitch competition to inform leading financial advisors of potential opportunities in the current marketplace.

● Represented the UBS Quantum team at national conferences.

● Attended weekly presentations by outside portfolio managers seeking investments from UBS financial advisors. Public Works of Lake Bluff Lake Bluff, Illinois

Groundskeeper June 2017 – August 2021

● Maintained store fronts and village owned properties through substantial experience of landscape gardening, beautification and maintenance.

● Managed event set up, stage maintenance, and crowd control for the largest Fourth of July parade in Lake County, Illinois.

● Sustained Lake Bluff village roads and sidewalks to help retain the unique characteristics of the town. Extracurriculars

Hanley Sustainability Fund Dayton, Ohio

Alumni October 2017 – May 2021

● Continually monitored Hospital Corporation of America’s financial performance on the New York Stock Exchange.

● Used a non-discretionary model to identify the top two stocks of each sector for the Fund’s investments.

● Presented semi-annual and annual qualitative stock analyses for opportunities in the health care sector. Alpha Kappa Psi Professional Business Fraternity Dayton, Ohio Alumni September 2017 – May 2021

Mentored and assisted new members with feedback and support to grow their professional skills.

Participated in weekly conferences to enhance personal professional skills.

Engaged in service events with other members to improve the surrounding Dayton Community.

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