EMILY K. VAN NOSTRAND
********@*****.***
SUMMARY OF QUALIFICATIONS
Highly receptive and resourceful financial services professional with over 3 years of experience and the completion of Level I of the CFA Exam. Able to problem solve quickly, accurately and effectively. Adept at multitasking to achieve both individual and team goals.
PROFESSIONAL EXPERIENCE
Gannett Welsh & Kotler Investment Management, Boston, MA December 2010-Present
Municipal Corporate Actions Specialist
* Researched calls and pre-refundings of municipal bonds held across thousands of accounts
* Manipulated SQL data to query necessary information and post transactions
* Led my team in the coding and testing of a new software program to be implemented firm wide
Bank of New York Mellon, Everett, MA June 2008-December 2010
Accounting and Reporting Senior Specialist
* Valued funds for investment firms which familiarized me with a large variety of investment types
* Wrote lengthy procedures to be submitted to compliance for review
* Researched inquiries relating to accounting transactions which involved ensuring accuracy of the general ledger, proving out validity of corporate actions, confirming price changes, and retaining this information for compliance
* Analyzed financial statements and capital call notices for private investment managers to get to outcomes that must be fundamentally derived
* Tied out complex reports to assist auditors in year-end audits and reconciled with investment managers
* Participated in special projects which involved creating spreadsheets and macros to increase efficiency in the group as well as test for assurance
Awards and Recognitions
- Received award for "Outstanding Team of 2009" for initiating use of product now used bank wide
- Promoted to Senior Specialist one year after hire
- Received award for "Outstanding Team of 2010" for delivering satisfaction to a particularly tough client
- Received highly regarded "Special Achievement Award" in 2010 after nomination by manager
LPL Financial Services, Bethlehem, PA September- December 2007
* Intern: Supported independent investment advisor with marketing strategies
EMC, Hopkinton, MA Summer 2006, Summer 2007
* Intern: Prepared reports measuring employee compliance and used financial planning models
* Intern: Supported a human resources generalist
Ameriprise Financial, Washington, DC September- December 2006
* Intern: Analyzed investments for clients of different risk levels; evaluated potential portfolios and insurance products; dealt with the re-allocation and diversification of assets
EDUCATION
Lafayette College, Easton, PA May 2008
BA in Economics and Business; Concentration in Finance
Overall GPA 3.35/4.0 Omicron Delta Epsilon
Completed Level I of the CFA Exam
OTHER EXPERIENCE
Study abroad in Barcelona, Spain Spring Semester 2007
Washington Semester Program, Economic Policy Fall Semester 2006