Funding Broker

Abhishek Mehrishi

* ******** ***** – Jericho, NY 11753 516-***-**** (c)

********.********@*****.*** Abhishek Mehrishi-LinkedIn EDUCATION

University of Connecticut, Storrs, Connecticut

Bachelor of Science, Business

Major: Finance; Overall GPA: 3.2/4.0; Finance GPA: 3.5/4.0 ACADEMIC ACHIEVMENTS

Honors Program September 2015 - May 2019

Alpha Lambda Delta Honor Society January 2016 - May 2019 WORK EXPERIENCE

Dream Capital, Jericho, New York April 2022 – Present Funding Broker

• Making 1000+ calls to business owners through warm leads to introduce them to the company’s direct lending service

• Having high level discussions on why the owner should choose our service over others

• Using CRM to track down potential clients, improvise of a pitch, and using business sense to bring in clients Reid & Rudiger, New York New York November 2021 – February 2022 Stockbroker Trainee

• Collaboration with other Stockbrokers to better the pitch which led to more leads and sales for the firm

• Making over 700 calls per day to business owners generating leads for the firm

• Watched tapes on how to become wealthy

Prosperum Funding, New York, New York November 2020 – March 2021 Funding Broker

• Making 400+ calls to business owners pitching the loan product

• Having good discussions with team member’s on how to constantly improve the sales strategy and bring in more clients for the firm

• Ambitions to become the top lender at the firm

Network 1 Financial, Syosset, New York May 2020 – November 2020 Stockbroker Trainee

• Reached out to business owners to garner interest from them to invest their funds with the firm

• Was in the process of obtaining my Series 7 with the firm

• Making over 400 calls a day to qualify business owners financially to move them along the pipeline EXTRACURRICULAR ACTIVITIES

Business Management Society, University of Connecticut September 2016 – May 2019 Former Executive Board Member

• Held a leadership position for the club, led debates and coordinated club activities

• Presented current event news to the club members, and led discussions based on relevant topics

• Was a representative for the club during involvement fairs, persuaded students to join the club Finance Society, University of Connecticut September 2017 – May 2019 Former Member

• Selected to become a mentor, assisted underclassmen in learning more about Finance, acquiring internships, and networking

• Selected along with 9 other finance students to visit Goldman Sachs & Jefferies in New York City Prudential Financial, Hartford, Connecticut March 2017 + April 2017 CFO boot camp extern

• Gained extensive knowledge about excel, learned its basic functions as well as how to apply them to data sets

• Operated with a team of students to utilize financial models and equations to create a diversified portfolio on a mock $100,000 budget 2016-2017 KPMG International Case Competition November 2016 + January 2017 1st Place-University Level

• Selected as one of 16 students at the University of Connecticut to compete in the KPMG Business case study

• Placed first at the university level, and represented UConn at the regional stage in Boston

• Developed a new business growth strategy for Jumerirah, a luxury hotel group based in Dubai, by incorporating recent economic trends SKILLS AND CERTIFICATIONS

Computer: Microsoft Word, PowerPoint, Excel, Outlook Language: Proficient in English and Hindi

Certifications: Bloomberg Market Concepts, SIE

INTERESTS

Sports, Soccer, Weight Lifting, Financial Markets, Current Events

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