Zackary Farrell

Cell: 781-***-**** - adgoxb@r.postjobfree.com

Education

Merrimack College, Girard School of Business North Andover, MA Bachelor of Science in Business Administration Anticipated May 2022 Concentration: Corporate Finance and Investments GPA: 3.3 Honors & Awards: Dean's List

Professional Certifications: Securities Industry Essentials (SIE), Bloomberg Market Concepts (BMC) Experience

Merrimack Financial Group North Andover, MA

President May 2020-Current

● Organize and host on campus and remote guest speaker events

● Represent the Mucci Capital Markets Lab during open houses for prospective students Merrimack Fixed Income Fund North Andover, MA

Portfolio Manager September 2019-Current

● Launched Merrimack’s student managed fixed income fund

● Lead weekly meetings on bond market research and portfolio strategy & allocation Merrimack Investment Fund North Andover, MA

Senior Analyst May 2019-Current

● Student managed fund consisting of 45 securities with over $268,000 AUM

● Construct an equity screening process for members to follow

● Perform fundamental analysis and prepare equity research reports and stock pitches

● Organize asset allocation strategy based on policy and objective by implementing a top down approach to security selection

Mucci Capital Markets Lab North Andover, MA

Lab Assistant January 2019-Current

● Assist students with Bloomberg certifications, Morningstar certifications, terminal interface and Capital IQ

● Prepare and present quarterly reports to Merrimack Investment Fund and Advisory Committee

● Read and respond to emails sent to the Mucci Capital Markets Lab email address

● Complete purchase orders for lab supplies

● Executed trades for Merrimack Investment Fund and actively traded U.S Treasury Bonds ESG (Environmental, Social, Governance) Summer Research June 2020-Current

Conducted research on the correlation between ESG score and quarterly returns over the past 12 quarters

Back-tested various relevant metrics and compared returns against the sector benchmarks

Performed regression analyses to look for significant statistics and displayed results in tables and charts on Excel

Currently in the process of summarizing findings in essay format Bellevue Golf Club Melrose, MA

Bag Room Attendant Summers 2018, 2019

● Set up member and guest clubs upon arrival, check for cleanliness and organize complete set A&T Remodeling Carpentry Internship Medford MA

Apprentice April 2018-May 2018

● Remodeled of kitchens, bathrooms, bedrooms to customer specifications; removed debris at the end of workday

● Operated and maintained carpentry equipment and performed work according to OSHA safety standards Leadership & Volunteer Experience

Mount Hood Golf Course Melrose, MA

Youth Golf Support Volunteer Summers 2015-2017

● Mentored young children on the golf course, practice greens and driving range

● Taught young children etiquette of the game and core values Skills & Interests

● Computer Skills: Proficient in Bloomberg, Capital IQ, Morningstar, Excel, PowerPoint

● Activities: Merrimack Investment Fund, Merrimack Fixed Income Fund, Merrimack Investment Club, Club Golf

● Interests: Golf - four year varsity, senior captain, three year NEPGA Junior Golf Association member, 5th place at 2017 Massachusetts State Championship