Assistant Manager

Charles K. Holley

*** ******* ****** **** *, New York, NY, 10002 646-***-**** *******.*.******@*****.*** EDUCATION

Union College Schenectady, NY

Bachelor of Arts, Double Major in Economics and History June 2020 Relevant Coursework: Financial Markets, Financial Analysis, Micro/Macroeconomics, Econometrics Study Abroad: Buenos Aires, Argentina Winter 2019

Focused on social movements, took courses and visited historical sites that facilitated first-hand experiences of how developments have played a large role in the contemporary state of Argentine politics WORK EXPERIENCE

City Beer Inc. New York, NY

Assistant Manager March 2020 – Present

• Perform financial statement analyses on monthly business summary reports, analyzing penetration rates to increase store efficiency

• Responsible for navigating new occupational landscape as a result of COVID-19; handle bookkeeping, organize financial records, and co-manage budget allocation Claybrook Capital Boston, MA

Summer Analyst June 2019 – August 2019

• Conducted and presented research on equities, ETFs, and mutual funds to help diversify client portfolios

• Analyzed ongoing market trends and current events to assist in making educated investment decisions for wealthy individuals, companies, and foundations MHP Real Estate Services New York, NY

Summer Brokerage Intern June 2018 – August 2018

• Drafted electronic correspondences, offers, and presentations on behalf of senior team members that were to be presented to clients

• Conducted market and company research in order to uniquely canvass new business opportunities Rich May Law P.C. Boston, MA

Summer Associate June 2017 – August 2017

• Researched, wrote, and analyzed memos for ongoing legal cases

• Attended various court hearings as well as the Massachusetts Energy Efficiency Advisory Council meeting in which the firm’s policies and outlook on renewable energy was presented LEADERSHIP EXPERIENCE

President of Sigma Chi Fraternity (Union College) September 2018 – June 2019

• In charge of overseeing day-to-day operations of the fraternity

• Serve as intermediary between the fraternity and the national governing body of Sigma Chi, as well as between the fraternity and the Office of Greek Life Union College Garnet Group (Union College) September 2017 – June 2020

• Researched potential investments to diversify a $500k long-term equity portfolio that is a part of the Union College endowment

• Attended weekly meetings in which experienced investment professionals presented about current trends in the financial markets

SKILLS AND INTERESTS

Technical: Advanced Microsoft Word, Excel, PowerPoint Financial Analysis Language: Fluent in Korean

Interests: World Traveling (Korea, Argentina, Iceland, Netherlands, France, Germany, Austria, Switzerland, Spain, Greece, Italy, England, Portugal, and Mexico)

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