Mary Wyant

**** ****** ** • Buffalo, NY ***** • 716-***-**** • adkhlb@r.postjobfree.com

EDUCATION

University at Buffalo, State University of New York May 2020 Bachelor of Science in Business Administration, Concentration in Finance, International Business, Minor in Spanish EXPERIENCE

Ogorek Wealth Management Buffalo, NY June 2020

Investment Analyst Associate

• Controlled all investment reporting programs; to ensure all account performance was tracked and recorded properly

• Conducted extensive research for future reallocation of funds to perform well in the given investment climate

• Traded day to day on accounts with reoccurring draws

• Completed all necessary SEC quarterly filings such as 13-F and 13-H Delaware North Buffalo, NY December 2019-March 2020 True North Valuation Intern

• Preformed analysis on spending: tracked trends in different periods to ensure all budget requirements were met Torchlight Investors New York, NY June 2019 - July 2019 Portfolio Management and Financial Control Intern

• Compiled rent rolls for 45 retail malls to maintain a database that evaluates previous and current performance

• Researched potential downside risk for held positions, leading to the sale of a bond saving the firm from a large loss

• Produced a cash reconciliation for a million-dollar fund representing eight investors, over a six-year duration Collins Advisors Buffalo, NY January 2019 - May 2019 Research and Analysis Intern

• Systemized a spread sheet of all 102 equity positions held and reported on earnings to give more insight on

• Constructed a spreadsheet of an asset by equity sector report, organizing by industry and market cap to ensure a balanced portfolio weighting for the current economic situation as well as to ensure the positions held are best of breed

• Partake in weekly research meetings where current market and macroeconomic events are discussed and their effects Delaware North Buffalo, NY May 2018 - August 2018

Treasury Intern

• Generated a mastery list, of all the company’s subsidiaries, which includes banking, tax and other valuable information necessary for treasury analysis

• Completed full reconciliations for six smaller subsidiaries bi weekly

• Reconcile daily cash and credit card transactions from 50 subsidiaries using PeopleSoft Financials and excel Terese Kelly Investment Group University at Buffalo, School of Management January 2018 – December 2020 Chief Operating Officer of $400K student-run endowment

• Forecast company valuations through DCF modeling using Bloomberg and other applications to present stock pitches

• Orchestrate the development of an Investment Policy to clearly outline the fund’s future trajectory

• Monitor the fund’s performance with regards to the S&P 500 and risk with macroeconomic events and making decisions based on such information

LEADERSHIP/ EXTRACURRICULAR

UB Blockchain and Cryptocurrency Club University at Buffalo, School of Management January 2018 - Present Co-Founder and Secretary

• Provide knowledge for investing in cryptocurrencies, including the use of online wallets; Coinbase, Myetherwallet etc. Biotechnology Seminar University at Buffalo, School of Management November 2017 - Present

• Research patterns of popular biotechnology stocks to find trends in volatility and conducted fundamental analysis on biotech firms as a preliminary step to creating a valuation model

• Research company Veeva systems to show potential effects on biotech firms to predict stock price changes SKILLS

• Microsoft Office; beginner in R programming; use of Bloomberg, Morningstar Direct Trepp; Fluent in Spanish

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