Joseph A. Bonanni
*** ***** ****** **********, ** 15206 Apt. 401c
724-***-****, ***************@*****.***
Objective
Seeking available positions that will deploy my developed skill sets in relation to financial statement analysis and financial modeling, my unparalleled attention to detail, and facilitate my start as a financial professional.
Professional Development
Level 1 Candidate in the CFA Program
Florida Southern College, Lakeland, Florida, May 2010
Bachelor of Science in Business Administration
Major(s): Finance
Economics
Concentration on Financial Statement Analysis, Equities and Fixed Income, Industry and Company Analysis
Focus on Monetary Economics and Global Macroeconomics
Employment History
Caregiver to James R. Bonanni August 2011- Current
Old Hickory Financial Services L.L.C Summer Internship 2011
Michael Wiseman LPL registered principal
Assisted in numerous areas of the firms operations, including identifying the clients constraints, investment objectives and investment time horizon, tuition planning and retirement planning, and marketing campaigns
Researched investment characteristics and investment objectives of investment products specifically requested by client
Consumer Resources for Independence, Hermitage, PA Summers of 2010 and 2011
Consumer Caregiver to Thomas B. Bonaquist
Technical Skills
Computer Savvy and extensively familiar with Windows Operating Systems
Seasoned with Microsoft Excel, Word, PowerPoint and Access
Technically proficient with TI Business Analyst II Plus Financial Analyst Calculator
Achievements and Honors
Delta Sigma Pi, Delta-Iota Chapter, Chairman of Fundraising and Pledge Class President
Association of Campus Entertainment, Event Staff
Recipient Presidential Scholarship at Florida Southern College
Scored in the 90th-95th percentile on the Florida Southern College Business Management Major Field Test
Personal Qualities
Versatile - Competitive - Professional - Hardworking - Goal-Oriented -