1. The Vanguard Group Charlotte, NC
Series 7 & 63 Licensed Investment Professional Jun 2014 - Present
● Review client accounts valued <$1 MM to determine financial goals and make suggestions based on company investment philosophy and products
● Perform due diligence to ensure completeness and accuracy of procedures, simultaneously utilizing multiple systems to expedite problem resolution
● Communicate with and direct clients across a wide range of business segments to elevate client experience, anticipate needs and secure satisfaction
● Identify and relay viable solutions for clients with pressing needs or unmet expectations, employing training and conflict mitigation techniques
● Continuously expand personal awareness of market news, company initiatives and legal changes to encourage team goals and client education
Renewable Tech Ventures Rexburg, ID
Junior Analyst Jan 2014 - Apr 2014
● Orchestrated the efforts of 11 individuals in planning and executing research for two separate and simultaneously operating consulting projects
● Collaborated with clients and firm's management throughout the consulting process to relay progress or challenges in data collection and analysis
● Assessed feasability of a business plan surrounding a $250,000 piece of equipment through exhaustive research in a personally unfamiliar industry
● Created detailed reports outlining methodologies and results, which culminated in a presentation to clients and the firm's management
● Provided regular written and verbal feedback to project teams, group members and management while promoting morale and accountability
Shy Guy Enterprises, LLC Rexburg, ID
Owner Mar 2013 - Dec 2013
● Advanced business acumen through self-motivated research, identifying a viable market for entrepreneurial opportunity as a full-time student
● Evaluated online platforms for suitability in online retailing, having identified the most practical method for accomplishing business objectives
● Extensive research in all areas of online retailing and product selection in order to effectively start a business venture and achieve personal goals
Artco Printing Rexburg, ID
Corporate Sales Associate Jun 2011 - Dec 2012
● Lead sales associate on a major account with the National Wildlife Federation; Exceeded business goals with more than $300,000 in personal sales
● Served as principal customer service liaison in forging new corporate relationships and ensuring the fulfillment of existing customer expectations
BYU-Idaho Investment Society Rexburg, ID
President Jan 2014 - Apr 2014
● Oversaw collaborative research of >30 students and presented results to the University's investment board for a $6 MM charitable endowment fund
● Directed and performed analysis of global macroeconomic conditions and capital markets for 12 asset classes within the endowment fund
● Fostered continuing education of students from different educational backgrounds to enhance their understanding of the global investment climate
Vice President Jul 2013 - Dec 2013
● Planned and led weekly meetings for student volunteers along with trainings for Senior Analysts under the direction of the Society President
Senior Analyst Apr 2013 - Jul 2013
● Conducted a 3 person research team in analyzing and forecasting performance of the endowment fund's Long-Term Bond asset class
The Church of Jesus Christ of Latter-day Saints Atlanta, GA
Full-Time Volunteer Service Representative Apr 2008 - Aug 2009
● Led full-time volunteers, organizing religious teaching, service and public affairs efforts throughout the region in accordance with set procedures
● Achieved Spanish fluency through frequent public speaking obligations and continuous cultural interaction across many socioeconomic groups
BYU-Idaho Student Support Rexburg, ID
Orientation Leader/Student Ambassador Apr 2012 - Jul 2012
● Assumed responsibility for a group of 30 incoming Freshmen through a leadership program, partnering with volunteers of various skill sets
● Actively engaged in a group setting to reach out to prospective students to identify and address needs or concerns in all facets of campus life
Brigham Young University - Idaho Rexburg, ID
Bachelors in Financial Economics - GPA 3.68 Apr 2010 - Apr 2014
● Presented macroeconomic analysis and monetary policy recommendations to economists, faculty and peers at The Federal Reserve Symposium
Skills
● Spanish fluency
Samuel J. Basilius916-671-0440 ● 11915 Allforth Lane Apt. 2410 Charlotte, NC 28277 ● sbasilius@gmail.com
Experience
Volunteer & Leadership
Education