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Yyyyyy x. yyyyyy


0000 xxxxxx xxxx , xxxx , xxxxx 00000 Phonexxx-xxx-xxxx  xxx-xxx-xxxx   E-mail:


B.S., Economics Candidate eager to contribute academic background and internship experience toward building a successful career with a dynamic financial services or investment banking firm.




         Considerable strengths in financial analysis, wealth management, client service and relationship-building, fund analysis, and portfolio management.

         Well-honed multi-tasking abilities; efficiently balance competing priorities and demands.

         Adept at performing complex financial, business, risk, and trend analysis to support short-term and long-range strategic plans. 

         Effectively collaborate with team members to meet or exceed expectations; excellent ability to establish effective working relationships with all levels of an organization, and regarded as a natural leader.

         Display meticulous attention to detail and accuracy.


Professional Experience


Morgan Stanley Smith Barney,  2007 to 2009

Consulting Group Analyst Intern

         Successfully completed internship with The Kelly Group recognized as among the Top 100 Financial Consultants in America and Top Family Wealth Groups in America .

         Assisted in servicing 600+ private client and institutional portfolios.

         Strategically customized client portfolios comprised of separately managed accounts, mutual funds, and alternative investment funds based on clients recommended asset allocation and investment policy.

         Decisively implemented portfolio rebalancing recommendations to control risk and ensure investment strategy aligned with clients financial goals.

         Conducted due diligence on investment managers, mutual funds, and alternative investment funds.

         Applied strong critical thinking abilities toward devising industry research reports for use by financial advisors.

         Exercised proficiency with Zephyr Style Advisor and Allocation Advisor to create informative, in-depth, and compelling proposals for clients.


Zeta Psi Fraternity, Phi Epsilon Chapter, University of Maryland, College Park, 2008 to 2009


         Collaboratively allocated and managed $50K annual budget to maximize use of resources and contain costs.

         Demonstrated exemplary leadership talents in enforcing chapter s rules, regulations, policies and standards by all members, officers and chairpersons.


District #21 Legislative Office, Westfield, New Jersey, 2002 to 2006

Legislative Aide Intern

  • Expeditiously performed broad-based administrative functions such as responding to constituents concerns and inquiries, communicating with state government officials to gather information, and managing office files.


Education,  Honors & Affiliations


B.S. in Economics ( in progress),

 University of Maryland, College Park, MD, expected graduation May 2010

  • University of Maryland Presidential Scholarship and Mid-Atlantic Security Traders Scholarship


Member, Economics Association of Maryland

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