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Resume Presentation for Juniors.


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Resume Presentation for Juniors.

  1. 1. The Gunderson Embree Group 717 Fifth Avenue New York, NY 10022 Millennium High School Resume Workshop March 10, 2010 Jeffrey S. Embree, CFP®, CIMA® Senior Financial Advisor – Investments 212-415-8911
  2. 2. Our Firm – Merrill Lynch <ul><ul><li>Merrill Lynch is a global leader in wealth management services with over 90 years of history and experience. </li></ul></ul><ul><ul><li>Clients are among the top 1% of the wealthiest individuals and families, with almost $2 trillion in U.S. private client accounts. </li></ul></ul><ul><ul><li>Resources and state-of-the-art technology may be customized to address almost any financial situation. </li></ul></ul><ul><ul><li>Highly qualified investment professionals acting as consultants to clients utilizing sophisticated asset management strategies </li></ul></ul>BACKGROUND
  3. 3. Gunderson Embree Group Overview <ul><ul><li>Team of 5 professionals with over 65 years of combined industry experience located in New York City, the largest Private Client office within Merrill Lynch. We are routinely honored as a top service provider in the firm. </li></ul></ul><ul><ul><li>Louise Gunderson, Senior Partner, has been recognized by peers and industry leaders in Barrons ’ Top Women’s Advisor List from 2007-2009 as well as Barron’s Top Advisors in New York for 2009. She has over 41 years of professional finance experience including, but not limited to, investment management and commercial lending specialties and has worked with many high profile and complex financial planning situations. </li></ul></ul><ul><ul><li>Close involvement with decision makers of firm including membership in Club 21 and Women’s Mentoring. </li></ul></ul><ul><ul><li>Partners and associates on team are involved with multiple charitable organizations including the Lenox Hill Hospital Auxiliary Board, Duke Cancer Center, Autism Speaks, the Jewish Federation of New York and Asian Pacific Professional Network. </li></ul></ul><ul><ul><li>Four fully registered team members with additional professional accreditations including CERTIFIED FINANCIAL PLANNER™ , CIMA® and CFA Level II Candidate. </li></ul></ul>BACKGROUND
  4. 4. <ul><ul><li>Jeffrey S. Embree, CFP®, CIMA®, Special Needs Advisor </li></ul></ul><ul><ul><li>Jeff Embree is a Senior Financial Advisor at Merrill Lynch in their Global Wealth Management division and is a partner of the Gunderson Embree Group and brings over 10 years of financial expertise to his clients. He began his career at Bernstein Investment Research and Management, first as an associate and then a senior associate, helping to grow and service a client base of $1 billion. He then became an analyst in Bernstein’s Wealth Management Group assisting financial advisors with the complex situations faced by clients and families with over $10 million, such as single stock concentration issues, hedging and trust and estate planning. </li></ul></ul><ul><ul><li>Jeff holds a Bachelor’s degree in Economics from Colgate University. He has also earned the Certified Investment Manager Analyst (CIMA®) designation from the Wharton School of Business and is a CERTIFIED FINANCIAL PLANNER™. In addition, he is a licensed insurance agent and a Certified Special Needs Advisor, helping families prepare for the unique financial challenges that face a person with disabilities. </li></ul></ul><ul><ul><li>He is active with Autism Speaks , serving on the planning committee for the 2007 Walk Now event, and participates in the PENCIL Principal for a Day program with a New York City public school. He currently resides in Manhattan. </li></ul></ul>Who I Am - Biography Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements Jeffrey S. Embree, CFP®, CIMA® Senior Financial Advisor Global Wealth Management 717 Fifth Avenue 7 th Floor New York, NY 10022 Phone: (212) 415-8911 Fax: (212) 415-8916 [email_address]
  5. 5. <ul><ul><li>High school students need resumes just as much as college students </li></ul></ul><ul><ul><li>They can help in college application process and/or obtaining a part-time/full-time job </li></ul></ul><ul><ul><li>Provide a brief summary of your education, abilities, achievements, experiences and current objectives. </li></ul></ul><ul><ul><li>Help to separate you from all the people applying to your college of choice or eager to land that dream job. </li></ul></ul><ul><ul><li>Think of a resume as a promotional brochure about you! </li></ul></ul>Resumes – Why They Are Important
  6. 6. <ul><ul><li>Heading </li></ul></ul><ul><ul><ul><li>Name, Address, Telephone Number and Email Address </li></ul></ul></ul><ul><ul><li>Objective </li></ul></ul><ul><ul><ul><li>Allows college recruiters/potential employers to know your goal–must be customized and tailored for each situation. </li></ul></ul></ul><ul><ul><ul><ul><li>Example: To earn a degree in Psychology at Boston College </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Example: To obtain a part-time sales position with Hollister </li></ul></ul></ul></ul><ul><ul><li>Education/Academics </li></ul></ul><ul><ul><ul><li>List schools you have attended and include your GPA if it is a 3.0 or higher. </li></ul></ul></ul><ul><ul><ul><li>Can also mention any academic honors, awards and/or recognitions received. </li></ul></ul></ul>General Format – Topics to be Covered
  7. 7. <ul><ul><li>Experience/Skills </li></ul></ul><ul><ul><ul><li>Briefly give an overview of work experience, if any, that has taught you valuable skills. </li></ul></ul></ul><ul><ul><ul><ul><li>Include title of position, name of organization, location of work (town, state), dates of employment and description of work responsibilities. </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Be sure to use action words to describe your duties: sold, created, processed, etc. </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Since you may not have work experience, you can also describe class projects in which you have learned important skills (Exhibitions). </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Be sure to mention computer skills and any foreign languages you are proficient in. </li></ul></ul></ul></ul>General Format – Topics to be Covered (cont.)
  8. 8. <ul><ul><li>Extracurricular Activities </li></ul></ul><ul><ul><ul><li>Key elements of your background not in any other section </li></ul></ul></ul><ul><ul><ul><ul><li>Special skills, leadership roles, volunteer experiences, sports, band, yearbook, etc. </li></ul></ul></ul></ul><ul><ul><li>References </li></ul></ul><ul><ul><ul><li>Be sure to ask people if they will serve as your reference before giving their name. </li></ul></ul></ul>General Format – Topics to be Covered (cont.)
  9. 9. <ul><ul><li>Only Focus on Relevant Information </li></ul></ul><ul><ul><ul><li>Do not create a generalized resume describing everything you have ever done. Only include information that is useful to the school/job you are applying for. </li></ul></ul></ul><ul><ul><li>Photograph of Yourself </li></ul></ul><ul><ul><ul><li>Unless you are an actor or a model, your picture should not be included with your resume as it gives an unprofessional presentation to your resume. </li></ul></ul></ul><ul><ul><li>Your Age, Ethnicity, Religion or Political Affiliation </li></ul></ul><ul><ul><ul><li>This does not mean that you should take special efforts to hide these details if they naturally should appear in your experience/skills. For instance, if you served on a church committee to perform volunteer work or chaired a group to support civil rights for minorities these are excellent experiences and should be included. </li></ul></ul></ul>Key Items to Avoid in Your Resume
  10. 10. <ul><ul><li>Hobbies </li></ul></ul><ul><ul><ul><li>Hobbies usually have little bearing on your skills and/or qualification and therefore should not be on a resume. This, however, does not pertain to extra-curricular activities. </li></ul></ul></ul><ul><ul><li>Explanations or Excuses </li></ul></ul><ul><ul><ul><li>Your resume should convey a sense of confidence in your skills and abilities. Your application materials should never apologize for things you may believe are lacking in your education or skill set. Instead, focus on your strengths and what you have to offer an employer. </li></ul></ul></ul><ul><ul><li>Generally Should Not be Longer Than One Page </li></ul></ul><ul><ul><ul><li>Format is more like an outline than an essay </li></ul></ul></ul>Key Items to Avoid in Your Resume (cont.)
  11. 11. Sample Resume <ul><li>Sally H. Jones 6 Pine Street, Arlington, VA 12333 home: 555.555.5555 email: </li></ul><ul><li>Objective: To earn an Economics degree at State University of New York </li></ul><ul><li>Education Arlington High School, Arlington, Virginia, Expected Graduation June 2011 </li></ul><ul><li>Experience Sales Associate, The Retail Store June 2009 – Present • Maintain and restock inventory. • Provide customer service. • Operate computerized cash register system. </li></ul><ul><li>Child Care, 2007 - Present • Provide child care for several families after school, weekends and during school vacations. </li></ul>
  12. 12. Sample Resume (continued) <ul><li>Achievements   • National Honor Society: 2008 and 2009 • Academic Honor Roll: 2002 - 2006   </li></ul><ul><li>Volunteer Experience • Big Brother / Big Sisters • Arlington Literacy Program • Run for Life </li></ul><ul><li>Interests / Activities • Member of Arlington High School Tennis Team • Girl Scout • Piano </li></ul><ul><li>Computer Skills • Proficient with Microsoft Word, Excel, PowerPoint and Internet Explorer </li></ul>
  13. 13. <ul><ul><li>Each Student is Required to Submit a Resume </li></ul></ul><ul><ul><ul><li>This will be part of your grade for Advisory and also will be used in your sample college application </li></ul></ul></ul><ul><ul><li>Resumes Should be Turned into your Advisor </li></ul></ul><ul><ul><li>Due Date: March 26 th (last day before Spring Break) </li></ul></ul><ul><ul><li>Evaluation Criteria </li></ul></ul><ul><ul><ul><li>Implementation of Concepts Discussed in the Presentation, Individual Research/Creativity to Supplement the Presentation and Consistency of the Document </li></ul></ul></ul><ul><ul><li>Prizes </li></ul></ul><ul><ul><ul><li>1 st Place: Ipod Shuffle </li></ul></ul></ul><ul><ul><ul><li>2 nd Place: 2 Movie Tickets </li></ul></ul></ul><ul><ul><ul><li>3 rd Place: Barnes & Noble Gift Card </li></ul></ul></ul>The Contest