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Bradley Morrissey - Resume

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Bradley Morrissey - Resume

  1. 1. Bradley Patrick Morrissey (440) 539-2144 | brad.morrissey1@gmail.com EDUCATION Bachelor of Business Administration Expected Graduation: May 2017 Ohio University, Athens, OH GPA: 3.55 / 4.0 Majors: Finance, Business Economics WORK EXPERIENCE Johnson Investment Counsel Cincinnati, OH Equity Research Intern May 2016 – August 2016 • Analyzed equities, that were either within Johnson funds or of interest to the firm, and pitched research reports to the applicable mutual fund team • Generated an equity research report on a healthcare firm that identified catalysts, explained market opportunities, and used a DCF model for valuation • Aided research team with general tasks including updating models, writing earnings recaps, and other ad- hoc projects AXA Advisors Akron, OH Financial Services Intern May 2015 – August 2015 • Assisted the Vice President and new hires with maintaining existing client relationships and generating new business • Contacted orphan clients of AXA and set up meetings with them and the Vice President of the branch • Facilitated a productive Advisor-Client interaction by implementing SalesForce and AssetMap Stratos Wealth Partners Cleveland, OH Coordination & Recruitment Intern May 2014 – June 2014 • Worked in a team to coordinate the National Stratos Meeting, attracting over 200 advisors • Researched and created content for the CEO to present in his presentations • Gained valuable sales experience by sitting in on live conference calls primarily focused on the recruitment of investment advisors LEADERSHIP EXPERIENCE Ohio University Student Equity Management Group Athens, OH Head Analyst February 2014 – Present • Co-manage a $2.8 million growth portfolio for the Ohio University Endowment Fund • Utilize leadership skills to guide team of analysts through the research, composition, and presentation of equity research reports • Succeeded in investing $225,000+ of the Ohio University Endowment Fund through security selection, report generation, and stock pitching that were in-line with the objectives of the portfolio Ohio University Honors College of Business Athens, OH Honors Executive August 2014- Present • Ranked in the top 5% of the incoming College of Business students and invited to join the second inaugural College of Business Honors Program • Selected to serve as the Travel Coordination Executive to ensure an organized and successful junior-class networking trip • Conducted two feasibility analyses in small teams and presented findings to faculty HONORS & AWARDS Dean’s List Scholarship Fall 2014, Spring 2015 Gateway Excellence Scholar Fall 2013-Present Fred & Josephine Phillips Sesquicentennial Scholarship Fall 2013, Spring 2014 N Wayne St. John Scholarship Fall 2016, Spring 2017

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