Microsoft Suite, CRM Software

MAX A. PETERSEN

***********@**.***.***

**** ***** ******* • Toano, Virginia 23168 • 757-***-****

Education

Bachelor of Arts, Business with a Concentration in Finance May 2020 Randolph-Macon College, Ashland, Virginia

Cumulative GPA: 3.66; Honors Program

Presidential Scholarship, Dean’s List

Finance Experience

Currently pursuing Security Investment Essentials Exam (SIE)

Client Associate, Capitol Securities Management, Glen Allen, Virginia May 2019 – Present

Perform client on-boarding and account maintenance

Operate customer relationship management system

Execute operational account auditing

Student Body President, Randolph-Macon College, Ashland, Virginia May 2019 – Present

Direct and oversee all student government activities

Serve as liaison between students, administration, and college trustees

Treasurer, Kappa Sigma Fraternity Eta Chapter, Ashland, Virginia February 2019 – February 2020

Conducted all chapter accounts payable and receivable

Formed and allocated annual budget of $29,000.00

Made regular reports of financial health

Finance Intern, Capitol Securities Management, Glen Allen, Virginia February 2019 – May 2019

Analyzed and calculated broker commissions

Conducted/journaled accounts payable and receivable

Conversion Intern, Capitol Securities Management, Glen Allen, Virginia June 2018 – January 2019

Supervised client accounts through conversion process

Ensured accounts met compliance standards

Created and maintained personal investment portfolio

Additional Experience

Resident Assistant, Randolph-Macon College, Ashland, Virginia August 2017 – September 2019

Supervised dorm hall and residents

Planned and hosted activities fostering community environment

Acted as first responder in emergency situations

Programs Intern, The Fishing School, Washington, D.C. June 2017 – July 2017

Managed cooperate databases and inventories

Generated original survey material and analyzed results

Leadership

Leadership Fellows Program, Randolph-Macon College July 2016 – Present

Student Body Vice President, Randolph-Macon College September 2018 – May 2019

Sophomore Class Delegate, Randolph-Macon College September 2017– May 2018

Freshmen Class President, Randolph-Macon College September 2016 – May 2017

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