Matthew J. Osterman

Laurel, MD *****

301-***-****

adklao@r.postjobfree.com

OBJECTIVE: Obtain internship in the finance field as an economic researcher

SUMMARY

• Experienced in sales communications skills • Microsoft Office Specialist Excel 2016 Certified

• Strategic thinking and long-term visioning • Excel when facing detail-oriented tasks

• PrintED Graphic Design Certified • Skilled in timely project completion

EDUCATION

Towson University, Towson, MD, Expected Graduation- December 2021

Bachelor’s Degree, Business Administration, Finance and Investments (Current GPA 3.3)

Howard Community College, Columbia, MD, December 2017-December 2019

Associate degree, Business Administration (GPA 3.2)

EXPERIENCE

Treasurer, Theta Chi Fraternity, Towson, MD, Fall 2020-Present

Created and managed $40,000 budget as Executive Treasurer for 80-man Fraternity

Developed and Analyzed Financial Statements, Master Budget and Collection Reports

Created documents for internal meetings and communicated budget to Executive Board

Supported Executive Board through personal document management of 80 members

Initiated switch to a new billing software that resulted in 100% payment collection

Audited member dues, receipts and purchase transactions accurately

Global Wealth Management Internship, Merrill Lynch, Towson, MD, Summer 2019

Worked alongside team members who specialized in various aspects of Wealth Management

• Update team on daily market fluctuations as well as the condition of the economy

• Assist CFP’s in restructuring over 300 financial investment accounts and 401k’s

• Analyzed hundreds of funds and equities for profitability and performance

• Marketed new products and services to 200 existing clients in a joint effort with our Marketing Executive

• Generated and promoted effective Linked-In profiles for Financial Advisors

• Aided Financial Advisors in client acquisition and generated 50 new customer accounts

Marketing Externship, LMD Agency, Laurel, MD, Summer 2018

Shadowed Executive VP of Design to experience marketing and product development

• Observed PR team to assess consumer well-being

• Distinguished marketing tactics used to create effective design

• Developed understanding of productive advertising

Professional Photographer, Telescope Pictures, Ocean City, MD, Summer 2016-2017

Created sales opportunities by photographing potential customers

• Increased company sales by over 7% through effective sales tactics

• Communicated prices and sales descriptions to potential customers

• Maintained sale orders effectively resulting in an increase in overall sales

ACTIVITIES

Member, Towson University Investments Group, Towson University, 2020-Present

• Contributed to weekly group meetings to discuss market fluctuations and movements

Member, Equities and Investments Club, Howard Community College, 2018-2019

• Coordinated group meetings to discuss the effectiveness of certain assets

Contact this candidate