Social Media Financial

Education

Ithaca College, NY **** - ****

Bachelor of Science: Business Administration with Concentration in Finance Business and Finance Related Courses: Personal Financial Planning and Wealth Management Business Analytics and Technology (Microsoft Excel Certified) Strategic Management Security Analysis and Portfolio Management Financial Markets and Institutions Financial Accounting International Finance Business and Professional Communications

Employment Experience

Trustco Bank, Albany, NY Sept 2019 - April 2020

Assistant Branch Manager: Support the branch manager by overseeing the efficient operation of the branch to ensure all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customers and staff. Familiarity with IRA services and personal banking products and services.

Ithaca College Dining Hall, Ithaca College, NY 2018 Cashier: Handled all cash and credit transactions. Managed to-go meal ordering system. Shelter’s Cove, Latham, NY Jun 2017 – Aug 2017

Lifeguard: Performed solo guarding duties from morning to evening. Provided private swim lessons before and after regular pool hours. Monitored chemical levels in the pool and performed routine pool maintenance. Recovery Sports Grill, Troy, NY May 2017 – Sept 2017 Hostess: Managed guest seating across server stations. Bussed tables when servers needed extra assistance. Handled all take-out orders. Maintained front of restaurant. Colonie Town Pool, Latham, NY 4 years, Jul 2013 – Aug 2016 Lifeguard: Started off as a locker room supervisor, then promoted to main lifeguard. Supervised several competitive swimming and diving teams as well as the general public. Taught swim lessons to children aged 5-12 years old (swimming levels 1-3). Responsible for pool and park closing every workday (6 days/week). Guptill’s Coney Express, Latham, NY 4 years, Mar 2012 – Oct 2015 Counter Person: Served ice cream and milkshakes to the public in a courteous and timely manner. Washed dishes and machines at the end of each workday. Organized and cleaned all facilities that needed attention. Volunteer Experience

Thanksgiving Equinox, Albany, NY 5 years, 2012 - 2017 Volunteer: Prepared Thanksgiving meals for families in need. Delivered dinners directly to families’ homes throughout Albany County.

Latham Lassie Softball, Latham, NY 4 years, 2011 - 2014 Volunteer: Taught and played alongside mentally disabled girls, providing the opportunity to participate in an activity they would have otherwise had trouble doing alone. Soccer TOTS, Latham, NY 4 years, 2011 - 2014

Volunteer: Participated in a miniature soccer tournament with mentally disabled boys and girls, helping them learn how to play the sport, and providing them the opportunity to enjoy an activity they love. Certifications and Skills

Margaret

Iveson

Ithaca, NY 14850

+1-518-***-**** adc7r8@r.postjobfree.com

Motivated, versatile, collaborative individual

Bloomberg Certified Morningstar Direct Certified 2019

Managerial and Financial Accounting Business Analysis Data Analysis Portfolio Analysis Financial Planning International Marketing Computers and Informational Technologies Organization Problem Solving Time Management Social Media Operations Management

Lifeguard and CPR/First-Aid Certified, Colonie, NY 6 years, 2012 - 2019 Ithaca College Club Soccer, Ithaca College, NY 2015 – 2019 Starting Center Midfielder: Over 4 seasons, I helped my team make the Regional Tournament (first time in Ithaca Club Soccer history), win the Regional Tournament (first time in Ithaca Club Soccer history) and make the National Tournament in Sedona, Arizona (first time in Division III history). Business & Finance Courses

Personal Financial Planning and Wealth Management

Foundation to short- and long-term financial well-being and concepts relevant to the Wealth Management profession.

Security Analysis & Portfolio Management

In-depth study of the techniques used to analyze securities and portfolios, risk and return trade-off, asset allocation, portfolio selection, diversification, capital asset pricing model, efficient market hypothesis, fixed income securities and equity valuation models, duration and derivative assets. Financial Markets and Institutions

A broad introduction to the structure and operations of the U.S. financial system through examination of the major financial institutions, markets, and instruments that compose it. Emphasis was on the functions and interrelationships of these elements and on identifying various government institutions and regulations overseeing the system.

Financial Accounting

Introduction to the basic measurement and reporting concepts underlying the accounting system for communicating financial information to users external to the organization and to internal managers. Topics included information processing, preparation of financial statements, the role of ethics in accounting decisions, analysis of financial data, and valuation and reporting issues for assets, liabilities, stockholders’ equity, revenues and expenses. International Finance

Study of the conceptual and practical aspects of international finance through in-depth analysis of international financial markets, exchange rate determination, and exchange rate risk exposure and management. Concentration on working capital management and international capital budgeting strategy.

Business Analytics & Technology

Information systems, concepts and principles and the role systems play in business management. Focused on problem solving techniques using spreadsheets and skills in business intelligence. Strategic Management

Upper-level management skills and attitudes. Integration of various disciplines and the opportunity to develop managerial decision-making abilities, professional communication and teamwork. Business & Professional Communications

Study of public communication skills used in business and professional settings, presentational speaking and motive analysis.

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