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Click here or scroll down to respond to this candidate Candidate's Name
Investment Banking Analyst
PHONE NUMBER AVAILABLE EMAIL AVAILABLE Highland, NY
Experience
New York Life Insurance Company/ NYLIFE Securities- Melville, NY January 2022 - Present
Financial Service Professional/ Registered Representative
Prospect for new clients both individuals and businesses, including canvassing, community events, and cold calling
Proactively engage with clients to understand their financial goals, concerns, and aspirations, fostering a deeper
understanding of their needs
Deliver personalized financial advice and solutions tailored to each client's unique circumstances, preferences, and risk
tolerance
Maintain regular contact with clients through scheduled reviews, phone calls, emails, and in-person meetings to provide
ongoing support and guidance
University at Albany School of Business Investment Group Albany, NY September 2019 -May 2021
Consumer Sector Head
Contributed to leadership of student-managed $250k equities fund against the S&P 1500 index (long positions only)
Built financial valuation models (DCF, comparable, historical) in Excel with SEC data and Bloomberg terminals
Mentored five students on the best consumer sector equity modeling practices and industry trends
Wrote monthly reports covering company events, earnings, and analysis of companies in portfolio; covered Amazon
Vest Financial Group New York, NY May October 2019
Finance Intern
Worked alongside High-Net Worth Life Insurance Brokers, studied the several different types of insurance policies and the
investment vehicles built into certain policies
Researched industries of potential clients to assist senior agents/brokers so they came prepared with sufficient
information that could be utilized in meetings (Hedge Funds, PE Funds, High-Net worth Life Insurance)
Operated cold email marketing campaign through HubSpot
Cold-called prospects to set up meetings for senior brokers
Education / Honors
University at Albany, State University of New York, Albany, NY May 2021
GPA: 3.60
Bachelor of Science in Business Administration
Concentration: Financial Analyst Honors
Minors: Economics
Relevant Coursework: Financial Statement Analysis, Investment Valuation & Analysis, Financial Case Study, Fixed
Income Securities Market, International Financial Management, Derivatives and Risk Management
Skills
Customer Relationship Management Investment Risk Assessment Financial Modeling
(CRM) Financial Statement Analysis Sales Experience
Financial Planning
Certifications and Licenses
Bloomberg Market Concepts Securities Industry Essentials
Licensed Life and Health (NY, NJ, FL, GA) Series 6
Proficiencies
Microsoft Office Hubspot SalesForce
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