Brian Psota has extensive experience in finance and business administration. He graduated magna cum laude from Marist College with a Bachelor of Science in Business Administration - Finance. As part of the Grey Stone Equity Fund, he helped manage the college endowment and gained experience in fixed income instruments and portfolio risk management. He also served as Vice President of Finance for the American Marketing Association chapter where he oversaw finances. Additionally, he conducted in-depth analysis of potential investments and companies as part of various course projects.

1. Brian E. Psota
Brian.Psota1@marist.edu • (201) 783-2646 • 33 East Oak Street, Ramsey NJ 07446
Education
Marist College – School of Management, Poughkeepsie, NY (Class of 2016)
Bachelor of Science, magna cum laude, Business Administration - Finance (AACSB Accredited)
GPA: 3.62
Dean’s List: (6 Semesters) Scholarships: Presidential and Alumni (honors and awards section)
Bloomberg Market Concepts Certification: Proficient in Economics, Currencies, Fixed Income, and Equities
Modules.
Microsoft Suite: Excel LOOKUP Functions, Solver, Financial Functions, Stats/Regression, Scenario Manager
Relevant Experience
Investment Analysis and Strategic Management, Marist College, 2015-2016
 Developed an in depth portfolio which assumed an initial $30,000 investment in the stock market between
two equities and a mutual fund
 Analyzed past financial reports while calculating various financial ratios to determine the sustainable growth
and profitability of each investment compiled in a seventy page report
 Application of analyticalmodels, strategy formulation, and the examination of internal and external business
environments used to help develop a company’s (Pearson PLC) financial success presented in front of
business professionals.
Grey Stone Equity Fund, Fixed Income, 2015-2016
 Selective course based on GPA, recommendations, and a screening process
 Students manage a portion of the college endowment allowing to be active money managers
 Gained an understanding of functional areas of the market
 Studied instruments such as US Treasury bonds, corporates, asset-backed securities, convertiblebonds,
futures and swaps, as well as interest rates, bond pricing, and fixed income portfolio risk management
American Marketing Association, Executive Board Member, 2015-2016
 Vice President of Finance for the American Marketing Association Chapter at Marist College
 Collect and deposit all collegiate chapter funds
 Process expenditures, maintain financial records, and produce a timely written financial report
Business Plan for Molloy Pharmacy, Marist College, 2015-2016
 Team leader in constructing a scheme designed to provide success for a local pharmacy inspired by
creativity
 Further understood the acquisition of Molloy Pharmacy by CVS Pharmacy through analyzing an assumed
investment in CVS Pharmacy
Other Skills and Interests
 Jack Daniels Audi Loaner Car Coordinator/Service Assistant, 2014-2015
 Tracked/distributed Audi vehicles to service customers in one of the largest dealerships on the East
Coast.
 Social Media Platforms (LinkedIn, Twitter, Facebook)
 Toastmasters Club
 Investment Club