1. Harrison F. Silverstein
144 The Crescent, Roslyn Heights, NY 11577 •
(516) 232-4812 •
hfsilver@indiana.edu
Education
Indiana University, School of Public and Environmental Affairs, Bloomington, IN May 2017
Bachelor of Science in Management GPA: 3.36/4.00
Certificate from The Kelley School of Business Dean’s List: 2014; 2015
Work Experience
Bank of America Merrill Lynch San Francisco, CA Summer 2016
Wealth Management Summer Analyst
§ Analyzed client portfolios to determine how to better achieve goals such as increasing yield while decreasing risk
§ Collaborated with a team-wide prospecting effort to utilize current clients’ networks to discover potential referrals
§ Created decks for client meetings showing past and current portfolio performance and recommendations to improve current
invesmtent strategy
§ Researched various Fixed Income, Equities, and ETF’s to develop new investment methods for client portfolios
§ Monitored teams using Goals Based Wealth Management to ensure alignment with industry standards
Bayard Advertising, New York, NY Summer 2015
Digital Advertising Intern
§ Assisted with the preparation of financial statements and marketing reports
§ Reviewed income statements, balance sheets, and cash flow statements to forecast potential client success
§ Supported media buyers in drafting client reports and return of investment (ROI) performance
§ Tracked media spending on a monthly basis to ensure alignment with budget
§ Helped record pertinent data aligned with key performance indicators (KPIs) to assist with buying process
Merchant Cash & Capital, LLC / Bizfi, New York, NY Summer 2014
Finance & Accounting Intern
§ Contributed as a junior associate in the sales and underwriting departments
§ Made 500 calls a day to small business owners in need of working capital
§ Conducted financial analysis of potential small business investments to determine funding needs
§ Participated in the underwriting process of offers for prospective businesses
§ Performed due diligence for potential merchants through the examination of financial statements as well as past FICO
reports
Activities
Portfolio Management Club 2014-Present
Member
§ Worked closely with Indiana University's top student investors and learned their investment strategies
§ Expanded my understanding of capital markets, annuities, and Exchange-traded Funds (ETFs)
§ Developed personal investment strategies and expanded my portfolio by over 25% in the past 2 years
§ Presented my opinions on the current and future performance of different stocks and rated them as either buy, sell, or hold
Zeta Beta Tau Fraternity 2013-Present
Event Planning Chair, Risk Manager
§ Coordinated and organized a $50,000 budget to plan events with upwards of 100 guests
§ Planned events, including formals, parents’ weekend and philanthropy events that generated approximately $10,000 for
Hoosier Hills Food Bank, $15,000 for the Enis Furley Foundation and $13,000 for BBBS of Central Indiana
§ Raised $30,000 to benefit Riley Children’s Hospital as participant in the Indiana University Dance Marathon.
§ Implemented a personally designed risk management plan for our fraternity to ensure the safety of all members and to
comply with the standards set by Indiana University
Skills/ Interests
Fantasy Football • New York Knicks • Microsoft Office • Shark Tank • Indiana University Basketball