Patrick Urey

Chattanooga, Tennessee • adnlti@r.postjobfree.com • 423-***-**** • www.linkedin.com/in/PatrickUrey

EDUCATION

Mercer University, Stetson-Hatcher School of Business and Economics Macon, GA

Bachelor of Business Administration (BBA), Concentration: Finance May 2022

Relevant Coursework: Seminar in Investments · Integrated Case Studies · Portfolio Analysis/Management · Corporate

Mercer University, College of Liberal Arts and Sciences Macon, GA

Bachelor of Arts (BA), Concentration: Mathematics May 2022

Relevant Coursework: Calculus 1,2,3 · Programming · Abstract Mathematics · Linear Algebra

Cumulative GPA: 3.5/4.0, Finance Major GPA: 3.5/4.0, Mathematics Major GPA: 3.25/4.0

Dean’s List Spring 2019 and Spring 2020

WORK EXPERIENCE

Business Owner, T-Shirt Company Chattanooga, TN March 2017 – April 2018

Created independent T-shirt business with peers in charge of design of products, marketing in person and on social media, financing new projects, selling in a multitude of ways, and directing others to expand company. Strategized opportunities to increase margins, create profit, and lead peers who worked for the business as well

Developed a complete view on how a firm works in terms of selling, advertising, accounting, financing, and growing on a small scale. Gained vital experience in the difference between a successful and failed business

Camp Manager, Mercer Men’s Basketball Camps Macon, Georgia June 2018 – June 2020

Managed hundreds of kids at annual basketball camps while being a teacher, mentor, and leader for them

Created and implemented drills, exercises, and games for the kids to both improve at and enjoy basketball while working with my teammates and coaches to create an efficient and safe environment for them

Developed important intangibles such as teamwork, leadership, patience, and diligence during my time

Portfolio Manager, E*TRADE January 2020 – Present

Created and run stock and bond portfolios for myself, as well as managing portfolios for two peers

Established a better understanding of multiple markets, create weekly financial reports for individuals I manage portfolios for, and constantly research and analyze ways to increase returns for myself and two others

Outperformed the three big indexes in each portfolio I manage

Summer Internship, Keiretsu Forum Atlanta, GA May 2020 – Present

Shadowing current president of Atlanta Chapter, attending and participating in monthly chapter meetings, potential member and start-up company interviews, and various other meetings the president is involved in

Analyzing, evaluating, and annotating due diligence reports on start-up companies completed by the firm, expanding my knowledge and presence in the angel investing world

Researching, contacting, and persuading accredited investors in the surrounding Atlanta area and pitching the firm to them in order to add new members and expand the chapter

EXTRACURRICULAR ACTIVITIES

Mercer Men’s Basketball Player June 2018- Present

Managed workload of a Division 1 college basketball player of 20-hour practice weeks, nearly year-round, while maintaining a double-major course load, becoming a fast learner in the importance of time management

Developed vital skills of communicating with teammates and coaches, leading younger peers, handling intense pressure daily, competing at a high level, and learning how to be coachable, adaptable, and accountable

Leadership and Volunteer Activities

Captain of high school basketball team from 2016-2018. Included logistical decisions and managing any team issues.

Spent a semester going to an elementary school in Macon to help assist teachers and tutor students who grew up in less fortunate situation than ourselves. Consistently tutored teammates at Mercer in various subjects.

Currently volunteering at Books for Africa in Roswell, GA, sorting and organizing donated books in order to send them to third-world African countries and less fortunate children.

ADDITIONAL INFORMATION

Honors: Named to the National Association of Basketball Coaches (NABC) Honors Court and SOCON 2019-2020 Academic Honor Roll

Volunteer: Volunteered at Chattanooga Food Bank for 3 years. Donated over $200 to St. Jude from t-shirt company

Skills: Proficiency in Excel, R-Studio, Microsoft Word, and PowerPoint

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