Finance

David W. Lappin

** ** ******* **, ** Charles, IL 630-***-**** *****.**********@*****.***

Education

Suffolk University GPA: 3.2/4

Bachelor of Arts in Finance and Wealth Management, Minor in Real Estate May 2020

Relevant Course Work: Problems of Managerial Finance, Securities Analysis, Principles of Investments, Intermediate Finance, Multi-National Finance, Real Estate Finance, Real Estate Development, Real Estate Principle, Applied Statistics, Managerial Accounting, Financial Accounting, Management Leadership, Operations Management, Creating Value, General Insurance, Retirement Planning, Practical Financial Planning

Professional Experience

Bank of New York Mellon June 2020 – October 2020

Accounting and Reconciliation Analyst

Generated daily accounts through Excel and reconciliated each account accordingly in a timely fashion on Frontier

Utilized problem solving skills to enter various transactions in Geneva to match function

Managed time to ensure daily and month end tasks were completed before deadlines from remote location

Researched discrepancies within accounts and reached out to Client Service admins and custodian bank to solve issues

Arctos Capital March 2019 - September 2019

Business Development and Research Intern

Actively engages in the research and analysis of capital allocators’ private credit investment strategies to determine potential viability

Researches risk/return profiles for various alternative investments, focusing on credit and cryptocurrency strategies and trends

Leads business development strategy leveraging various social media platforms and industry leading database resources

Significant role in managing critical information flow to senior management

Demonstrates the ability to execute and perform in a vital role while maintaining a full course load

The Heartland Group Financial Strategies June 2017 - August 2017

Financial Advisor Summer Intern

Created detailed analyses based on client portfolios to optimize upper management operations

Assisted in the development of pitch books using excel to demonstrate the various products and services the firm offers to clients

Identified key insights into the breadth of investment solutions and management strategies that increase client portfolio value

Acquired the necessary insurance license while simultaneously excelling at executing daily office administrative tasks

Athletics/Skills

Suffolk University Men’s Division-III Ice Hockey Team September 2016 - Present

Consists of 40 hour weeks dedicated to the sport while successfully managing the academic school year and a part-time job’s schedule

Dual varsity athlete in Men’s Ice Hockey and Cross Country at Suffolk University demonstrates discipline and work ethic

Software

Acquired critical skills necessary in Microsoft Excel, PowerPoint, Frontier, and Geneva to meet the ever changing technological needs of businesses

Clubs

Investing & Finance Club

Volunteer Services

Special Olympics December 2015 - Present

Annual volunteer trusted with facilitating the events and supplying athletes with proper care and guidance

Brian J. Honan Charity September 2017 - Present

Annual participant in 5k race to raise money for education and health care in the Allston, MA community

Licenses and Certificates

MA Real Estate Salesperson Certificate

Bloomberg Market Concepts Certificate (BMC)

Certified Financial Planner (75% Complete)

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