Jonathan “Grant” Thomas
**** ******* ****, ******, *****, 75205 913-***-**** adcvwu@r.postjobfree.com
EDUCATION
Southern Methodist University, Cox Business School Dallas, Texas
● BBA Scholar, Finance Major, (SMU Cumulative GPA 3.4/4.0) May 2020 WORK EXPERIENCE
Fidelity Investments Boston, Massachusetts
Clearing & Custody Solutions Intern Jun-Aug 2019
● Worked with Salesforce and Relationship Managers to grow their 60+ client portfolios
● Helped manage and interpret financial information for Broker-Dealer clients
● Learned to use and apply big data analytics using Microsoft Excel and Tableau Americo Financial Life & Annuity Insurance Company Kansas City, Missouri Financial Analyst Intern Jul-Aug 2018
● Managed a long-term growth portfolio of over 50 companies in different industries
● Built in-depth financial reports and presentations on different possible investment opportunities
● Improved on and used my Bloomberg Terminal skills to perform my multiple roles Morgan Stanley Dallas, Texas
Client Portfolio Analyst Intern Jun-Aug 2015
● Helped organize client’s resources and finances by understanding their unique goals
● Worked closely with high net worth clients to aid in development of a long-term investment plan
● Learned the basics of Financial advising
LEADERSHIP EXPERIENCE
Delta Sigma Pi Business Fraternity 2016-2019
● Chapter Committee Chairman - Developed and presented engaging chapter PowerPoints for the members of the fraternity
● Vice President-Scholarship and Awards - Oversaw chapter award application process and developed programs to foster and recognize members’ academic achievement
● Fund Manager – Responsible for the collection, management and eventual disbursement of dues to support development events for incoming members
Young Presidents’ Organization Next Generation 2013-2019
● Founding Member and Vice president of the YPO SMU chapter consisting of 50+ members
● Introduced YPO members within the Dallas community and re-enforce their business connections and leadership skills through forums and activities
● Active Member and traveled globally (Austria, Ecuador, Colorado, Switzerland) with other members while developing future business connections and working on leadership and problem-solving skills Tennis Tournament Benefiting Cystic Fibrosis Foundation 2014-2015 Founder and Organizer
● Raised $90,000 in the tournament’s first two years of operation for CFF and patients ACTIVITIES & SKILLS
Microsoft Excel Core Certified
Bloomberg Market Concepts Certified
BBA Energy Club – Active member
Delta Sigma Pi – Active member
Kappa Alpha Order – Fraternity member
INTERESTS
Football, Political Science, Car Enthusiast, Traveling