Street Queens, NY 11432
Phone: 319-594-0149 E-Mail: Patrick.email@example.com
EXPERIENCE: FINANCIAL SERVICES
QVT Financial, LP Manhattan | NY
Summer Analyst: Investor Relations, Operations May 2013- September 2013
o Prepared end-of-month portfolio reports which were sent out to all fund investors.
o Compiled individual investor statements upon client request.
o Edited Due Diligence Questionnaire documents in preparation for new client presentations.
o Prepared procedural documents relating to fund acquisitions and other business on behalf of CFO and Managing Partners.
o Coordinated the firms compliance efforts to update all incomplete documents from 2004-2013. Communicated with
counterparty attorneys, partners and analysts to ensure necessary documents were retrieved and signatures verified.
o Signed off on over $1,000,000,000 of wire payments ranging from $.10 to $100,000,000 each.
Nomura Securities, International Manhattan | NY
Summer Analyst: Prime Brokerage, Middle Office June 2012- September 2012
Cash Prime Brokerage & Stock Loan
o Responsible for all prime brokerage stock-loan call back procedures. Recalled securities from counterparties exceeding T+3.
o Created Standard-Operating-Procedure (SOP) documents for cash prime brokerage and stock loan functions for firm use.
o Sent out Start-of-Day client reports and prepared End-of-Day transitional reports for Mumbai team.
Northwestern Mutual Financial Network Iowa City | IA
Financial Representative May 2010- April 2011
Life, Disability and Long-Term Care Insurance
o Obtained my Iowa insurance license to practice in the fields of life, health, disability and long-term care insurance.
o Closed seven deals on behalf of over ten clients for insurance totaling over $5,000,000 in coverage.
Student Entrepreneur Queens | NY
Founder January 2010- Present
o Started a collegiate event-planning business. Closed two investment deals with clients for $15,000 each.
o Created marketing campaigns, booked talent, rented venues and managed over 50 promoters to execute events.
o Developed strategic partnerships with various small businesses and media groups to sponsor and promote the events.
Starvin Like Marvin, LLC
o Created a platform for students to find free food events on campus.
o Hired a developer to create a mobile application; ran and executed several marketing campaigns and signed up over 400 users.
The Entrepreneurial Society
o Recruited up to 200 students to date to engage in an entrepreneurship club on campus.
o Executed events, secured speakers, raised money and consulted with students regarding their entrepreneurial goals.
2012-2013 | Kairos Society Fellow | www.kairossociety.org
2011-2012 | McGowan Scholar: William G. McGowan Charitable Fund | www.mcgowanfund.org
2009 | Bronze Medalist: USSSA National Championship | Tae Kwon Do
2004 | AAU Junior Olympic Gold Medalist | AAU Outstanding Athlete | Tae Kwon Do
St. John’s University Queens | NY
Bachelor of Arts in Economics Expected September 2014
KEY EXTRA-CURRICULAR ACTIVITIES
St. John’s University Career Center, Career Peer Mentor (2011-2013) | Student Government Incorporated, Representative:
(2010-2013) | St. John’s Mock Trial Team: Member (2011-2012) | Iowa City Youth Advisory Commission, Board Member (2009)