SlideShare a Scribd company logo
1 of 20
Meet ,[object Object],[object Object]
Table of Contents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Present... -------------------------------------------- My Passions, Problems, Positioning, & Purpose My plan to reach my purpose and take on challenges Family Man My contribution to keeping my family close Past or Present Projects My web sites or web sites I help out Dashboard for Success My daily agenda to achieve my purpose Success Systems & Organizational Affiliations My organizations that allow me to exploit my passions The Future. -------------------------------------------- Three Personal & Professional Goals My desired accomplishments Vision My path to achieve my goals Contact Michael My email, phone, & mailing address
“ I am currently a Senior at the Kelley School of Business at Indiana University majoring in Accounting.  Following the completion of my degree, I would like to utilize my analytical skills at a fortune 500 company.  I come from a background which includes a variety of detail-oriented work in the financial services and accounting industries.  I would love to leverage my strong work ethic to help improve a company's growth.’’ 30-Second Pitch
The Past ,[object Object]
Lifelong  Learner ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Lifelong  Leader ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Personal Assets ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Skills & Subjects -------------------------------------------- Golf Playing recreationally and competitively E-Commerce Designing and maintaining an e-commerce website Tactical Creating organized ways to effectively solve problems Listener Understanding and reading between the lines Strengths -------------------------------------------- Motivator Inspiring those around me to succeed Determined Driven to becoming knowledgeable Visionary Develop new ideas to improve the status quo Passionate Doing my best to exceed my goals
E-Commerce & Internet Marketing Co-owner of Parade and Drill Team Equipment family business started in 1934 Transformed the phone/fax ordering system to an e-commerce website containing over 300 products for a company with about $100,000 in annual sales and 3,700 customers Introduced various internet marketing strategies through Search Engine Optimization and Cost-Per-Action advertising to boost traffic to the website by 20% in the first month --------------------------------------------------------------------------------------------------------------------------------------- Recognized Cost-Per-Click affiliate responsible for directing clients to e-commerce websites Converted over 100 leads for the website
Tribune Broadcasting,  New York, NY    June-August 2010 Accounting Department Intern, Assistant to the Manager of Financial Planning for WPIX-TV Managed a team of three interns in a survey analysis for the Creative Services department and developed five visually informative diagrams displaying the collected data leading to revised branding strategies Conducted a comprehensive business and revenue analysis through the use of pivot tables in Microsoft Excel to determine on-air programming profitability Interacted closely with the General Sales Manager to realize the potential impact on sales revenue of alternate syndicated programs Facilitated a month-end variance report comparing the projected and actual program costs to improve accuracy for future estimates
Bank of America, Merrill Lynch,  New York, NY    June-August 2011 Advisory Intern, Global Wealth and Investment Management Group Implemented a new filing system which extracted important client data for financial advisors to make client meetings more efficient Researched and presented on the consumer and investing habits of the Baby Boomer Generation to provide financial advisors with information to better target their largest client segment Compiled research on the relationship between dividend yield and share price to determine the best investments for over 75 client Personal Investment Accounts Supported the FAND Group, a team of financial advisors who manage $500 million in assets, in preparing Client Resource Management reports to analyze client portfolio progress and maximize investment opportunities
The Present ,[object Object]
My Passions, Problems, Positioning & Purpose ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Positioning ---------------------------------------- 3. Positioning  »  My Golf Course Be the best Goal-Seeker I can be.  Ensuring that I stay on track.  I need to stay committed to my purpose. Purpose -------------------------------------------- 4. Purpose  »  My Hole My purpose is to help businesses make the most intelligent decisions given the resources they have.  I plan on using the knowledge I gain to run my own business.  I also want to be able to deliver customized solutions for clients based on their wants and needs.
Family Man ,[object Object],Aruba Bahamas Boston California Florida Dominican Republic Israel Italy Spain Got Family Dog
Past or Present Projects ,[object Object],[object Object],CampusProtein.com Bodybuilding Supplement Website
Dashboard for Success
Success Systems & Organizational Affiliations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],School -------------------------------------------- Student Accounting Society Able to meet with various representatives of top accounting firms and participate in  charitable events with the society. Internet -------------------------------------------- Bodybuilding.com Active forum member.  Keeps me on track with my goals and informed on the latest tips. CPABeyond.com A website that provides a market for online advertisers to meet online businesses.
The Future ,[object Object]
Three Personal & Professional Goals ,[object Object],[object Object],[object Object],[object Object],[object Object]
Vision Retirement “ It is extremely satisfying to look back on my career and say that I exceeded the goals I set for myself back in my senior year at Indiana University.” Eulogy “ Michael Rotem was a man of great character and everyone who came into contact with him soon realized that. Michael’s unique qualities allowed him to live the dream he always wanted.” Master of Accounting CPA Exam Successful Career Entrepreneur
Contact Michael ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Mail  -------------------------------------------- 401 S. Dunn Bloomington, IN 47401

More Related Content

Similar to Michael rotem resume-20

Social Media Strategy for Your Small Business
Social Media Strategy for Your Small BusinessSocial Media Strategy for Your Small Business
Social Media Strategy for Your Small BusinessYour Marketing Coach
 
Coaching for better performance ok
Coaching for better performance    okCoaching for better performance    ok
Coaching for better performance okmohamed el shrbiny
 
Using linkedin to market your business
Using linkedin to market your businessUsing linkedin to market your business
Using linkedin to market your businessYour Marketing Coach
 
Social media strategies for small business
Social media strategies for small businessSocial media strategies for small business
Social media strategies for small businessYour Marketing Coach
 
EDUCATIONAL COURSE / TUTORIALOUTLET DOT COM
EDUCATIONAL COURSE / TUTORIALOUTLET DOT COMEDUCATIONAL COURSE / TUTORIALOUTLET DOT COM
EDUCATIONAL COURSE / TUTORIALOUTLET DOT COMjorge0044
 
Infographic survey powerpoint template
Infographic survey powerpoint templateInfographic survey powerpoint template
Infographic survey powerpoint templateArmando Pantoja
 
Facebook strategies to grow your email list
Facebook strategies to grow your email listFacebook strategies to grow your email list
Facebook strategies to grow your email listYour Marketing Coach
 
MSE - Resume Charlotte 2016
MSE - Resume Charlotte 2016MSE - Resume Charlotte 2016
MSE - Resume Charlotte 2016Mark Epperly
 
Expectations vs Deliverables of an Intern.pdf
Expectations vs Deliverables of an Intern.pdfExpectations vs Deliverables of an Intern.pdf
Expectations vs Deliverables of an Intern.pdfSOUMYASINGH241628
 
Digital Marketing Training Proposal - Digi Link Services
Digital Marketing Training Proposal - Digi Link ServicesDigital Marketing Training Proposal - Digi Link Services
Digital Marketing Training Proposal - Digi Link ServicesRishaKapoor1
 
Facebook Strategies to Grow Your Email List
Facebook Strategies to Grow Your Email ListFacebook Strategies to Grow Your Email List
Facebook Strategies to Grow Your Email ListYour Marketing Coach
 

Similar to Michael rotem resume-20 (20)

Creating a Stellar Newsletter
Creating a Stellar NewsletterCreating a Stellar Newsletter
Creating a Stellar Newsletter
 
Social Media Strategy for Your Small Business
Social Media Strategy for Your Small BusinessSocial Media Strategy for Your Small Business
Social Media Strategy for Your Small Business
 
Creating a social media playbook
Creating a social media playbookCreating a social media playbook
Creating a social media playbook
 
Coaching for better performance ok
Coaching for better performance    okCoaching for better performance    ok
Coaching for better performance ok
 
Using linkedin to market your business
Using linkedin to market your businessUsing linkedin to market your business
Using linkedin to market your business
 
Social media strategies for small business
Social media strategies for small businessSocial media strategies for small business
Social media strategies for small business
 
EDUCATIONAL COURSE / TUTORIALOUTLET DOT COM
EDUCATIONAL COURSE / TUTORIALOUTLET DOT COMEDUCATIONAL COURSE / TUTORIALOUTLET DOT COM
EDUCATIONAL COURSE / TUTORIALOUTLET DOT COM
 
Infographic survey powerpoint template
Infographic survey powerpoint templateInfographic survey powerpoint template
Infographic survey powerpoint template
 
Coffee bar business plan
Coffee bar business planCoffee bar business plan
Coffee bar business plan
 
Real estate business plan
Real estate business planReal estate business plan
Real estate business plan
 
Facebook strategies to grow your email list
Facebook strategies to grow your email listFacebook strategies to grow your email list
Facebook strategies to grow your email list
 
Achieve Your Business Dreams
Achieve Your Business DreamsAchieve Your Business Dreams
Achieve Your Business Dreams
 
HR Presentation
HR PresentationHR Presentation
HR Presentation
 
MSE - Resume Charlotte 2016
MSE - Resume Charlotte 2016MSE - Resume Charlotte 2016
MSE - Resume Charlotte 2016
 
Class 7
Class 7Class 7
Class 7
 
Expectations vs Deliverables of an Intern.pdf
Expectations vs Deliverables of an Intern.pdfExpectations vs Deliverables of an Intern.pdf
Expectations vs Deliverables of an Intern.pdf
 
Digital Marketing Training Proposal - Digi Link Services
Digital Marketing Training Proposal - Digi Link ServicesDigital Marketing Training Proposal - Digi Link Services
Digital Marketing Training Proposal - Digi Link Services
 
Facebook Strategies to Grow Your Email List
Facebook Strategies to Grow Your Email ListFacebook Strategies to Grow Your Email List
Facebook Strategies to Grow Your Email List
 
Business Planning
Business PlanningBusiness Planning
Business Planning
 
CFO \ VP Finance
CFO \ VP FinanceCFO \ VP Finance
CFO \ VP Finance
 

Recently uploaded

Call Girls In Radisson Blu Hotel New Delhi Paschim Vihar ❤️8860477959 Escorts...
Call Girls In Radisson Blu Hotel New Delhi Paschim Vihar ❤️8860477959 Escorts...Call Girls In Radisson Blu Hotel New Delhi Paschim Vihar ❤️8860477959 Escorts...
Call Girls In Radisson Blu Hotel New Delhi Paschim Vihar ❤️8860477959 Escorts...lizamodels9
 
2024 Numerator Consumer Study of Cannabis Usage
2024 Numerator Consumer Study of Cannabis Usage2024 Numerator Consumer Study of Cannabis Usage
2024 Numerator Consumer Study of Cannabis UsageNeil Kimberley
 
Investment analysis and portfolio management
Investment analysis and portfolio managementInvestment analysis and portfolio management
Investment analysis and portfolio managementJunaidKhan750825
 
Call Girls In Kishangarh Delhi ❤️8860477959 Good Looking Escorts In 24/7 Delh...
Call Girls In Kishangarh Delhi ❤️8860477959 Good Looking Escorts In 24/7 Delh...Call Girls In Kishangarh Delhi ❤️8860477959 Good Looking Escorts In 24/7 Delh...
Call Girls In Kishangarh Delhi ❤️8860477959 Good Looking Escorts In 24/7 Delh...lizamodels9
 
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In.../:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...lizamodels9
 
Call Girls in DELHI Cantt, ( Call Me )-8377877756-Female Escort- In Delhi / Ncr
Call Girls in DELHI Cantt, ( Call Me )-8377877756-Female Escort- In Delhi / NcrCall Girls in DELHI Cantt, ( Call Me )-8377877756-Female Escort- In Delhi / Ncr
Call Girls in DELHI Cantt, ( Call Me )-8377877756-Female Escort- In Delhi / Ncrdollysharma2066
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...lizamodels9
 
Lowrate Call Girls In Sector 18 Noida ❤️8860477959 Escorts 100% Genuine Servi...
Lowrate Call Girls In Sector 18 Noida ❤️8860477959 Escorts 100% Genuine Servi...Lowrate Call Girls In Sector 18 Noida ❤️8860477959 Escorts 100% Genuine Servi...
Lowrate Call Girls In Sector 18 Noida ❤️8860477959 Escorts 100% Genuine Servi...lizamodels9
 
Banana Powder Manufacturing Plant Project Report 2024 Edition.pptx
Banana Powder Manufacturing Plant Project Report 2024 Edition.pptxBanana Powder Manufacturing Plant Project Report 2024 Edition.pptx
Banana Powder Manufacturing Plant Project Report 2024 Edition.pptxgeorgebrinton95
 
A.I. Bot Summit 3 Opening Keynote - Perry Belcher
A.I. Bot Summit 3 Opening Keynote - Perry BelcherA.I. Bot Summit 3 Opening Keynote - Perry Belcher
A.I. Bot Summit 3 Opening Keynote - Perry BelcherPerry Belcher
 
CATALOG cáp điện Goldcup (bảng giá) 1.4.2024.PDF
CATALOG cáp điện Goldcup (bảng giá) 1.4.2024.PDFCATALOG cáp điện Goldcup (bảng giá) 1.4.2024.PDF
CATALOG cáp điện Goldcup (bảng giá) 1.4.2024.PDFOrient Homes
 
BEST Call Girls In BELLMONT HOTEL ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In BELLMONT HOTEL ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,BEST Call Girls In BELLMONT HOTEL ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In BELLMONT HOTEL ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,noida100girls
 
(8264348440) 🔝 Call Girls In Keshav Puram 🔝 Delhi NCR
(8264348440) 🔝 Call Girls In Keshav Puram 🔝 Delhi NCR(8264348440) 🔝 Call Girls In Keshav Puram 🔝 Delhi NCR
(8264348440) 🔝 Call Girls In Keshav Puram 🔝 Delhi NCRsoniya singh
 
RE Capital's Visionary Leadership under Newman Leech
RE Capital's Visionary Leadership under Newman LeechRE Capital's Visionary Leadership under Newman Leech
RE Capital's Visionary Leadership under Newman LeechNewman George Leech
 
Marketing Management Business Plan_My Sweet Creations
Marketing Management Business Plan_My Sweet CreationsMarketing Management Business Plan_My Sweet Creations
Marketing Management Business Plan_My Sweet Creationsnakalysalcedo61
 
Catalogue ONG NUOC PPR DE NHAT .pdf
Catalogue ONG NUOC PPR DE NHAT      .pdfCatalogue ONG NUOC PPR DE NHAT      .pdf
Catalogue ONG NUOC PPR DE NHAT .pdfOrient Homes
 
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update  Presentation SlidesKeppel Ltd. 1Q 2024 Business Update  Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation SlidesKeppelCorporation
 
Vip Dewas Call Girls #9907093804 Contact Number Escorts Service Dewas
Vip Dewas Call Girls #9907093804 Contact Number Escorts Service DewasVip Dewas Call Girls #9907093804 Contact Number Escorts Service Dewas
Vip Dewas Call Girls #9907093804 Contact Number Escorts Service Dewasmakika9823
 

Recently uploaded (20)

Call Girls In Radisson Blu Hotel New Delhi Paschim Vihar ❤️8860477959 Escorts...
Call Girls In Radisson Blu Hotel New Delhi Paschim Vihar ❤️8860477959 Escorts...Call Girls In Radisson Blu Hotel New Delhi Paschim Vihar ❤️8860477959 Escorts...
Call Girls In Radisson Blu Hotel New Delhi Paschim Vihar ❤️8860477959 Escorts...
 
2024 Numerator Consumer Study of Cannabis Usage
2024 Numerator Consumer Study of Cannabis Usage2024 Numerator Consumer Study of Cannabis Usage
2024 Numerator Consumer Study of Cannabis Usage
 
Investment analysis and portfolio management
Investment analysis and portfolio managementInvestment analysis and portfolio management
Investment analysis and portfolio management
 
Call Girls In Kishangarh Delhi ❤️8860477959 Good Looking Escorts In 24/7 Delh...
Call Girls In Kishangarh Delhi ❤️8860477959 Good Looking Escorts In 24/7 Delh...Call Girls In Kishangarh Delhi ❤️8860477959 Good Looking Escorts In 24/7 Delh...
Call Girls In Kishangarh Delhi ❤️8860477959 Good Looking Escorts In 24/7 Delh...
 
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In.../:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
 
Call Girls in DELHI Cantt, ( Call Me )-8377877756-Female Escort- In Delhi / Ncr
Call Girls in DELHI Cantt, ( Call Me )-8377877756-Female Escort- In Delhi / NcrCall Girls in DELHI Cantt, ( Call Me )-8377877756-Female Escort- In Delhi / Ncr
Call Girls in DELHI Cantt, ( Call Me )-8377877756-Female Escort- In Delhi / Ncr
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
 
Lowrate Call Girls In Sector 18 Noida ❤️8860477959 Escorts 100% Genuine Servi...
Lowrate Call Girls In Sector 18 Noida ❤️8860477959 Escorts 100% Genuine Servi...Lowrate Call Girls In Sector 18 Noida ❤️8860477959 Escorts 100% Genuine Servi...
Lowrate Call Girls In Sector 18 Noida ❤️8860477959 Escorts 100% Genuine Servi...
 
Banana Powder Manufacturing Plant Project Report 2024 Edition.pptx
Banana Powder Manufacturing Plant Project Report 2024 Edition.pptxBanana Powder Manufacturing Plant Project Report 2024 Edition.pptx
Banana Powder Manufacturing Plant Project Report 2024 Edition.pptx
 
A.I. Bot Summit 3 Opening Keynote - Perry Belcher
A.I. Bot Summit 3 Opening Keynote - Perry BelcherA.I. Bot Summit 3 Opening Keynote - Perry Belcher
A.I. Bot Summit 3 Opening Keynote - Perry Belcher
 
CATALOG cáp điện Goldcup (bảng giá) 1.4.2024.PDF
CATALOG cáp điện Goldcup (bảng giá) 1.4.2024.PDFCATALOG cáp điện Goldcup (bảng giá) 1.4.2024.PDF
CATALOG cáp điện Goldcup (bảng giá) 1.4.2024.PDF
 
BEST Call Girls In BELLMONT HOTEL ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In BELLMONT HOTEL ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,BEST Call Girls In BELLMONT HOTEL ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In BELLMONT HOTEL ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
 
(8264348440) 🔝 Call Girls In Keshav Puram 🔝 Delhi NCR
(8264348440) 🔝 Call Girls In Keshav Puram 🔝 Delhi NCR(8264348440) 🔝 Call Girls In Keshav Puram 🔝 Delhi NCR
(8264348440) 🔝 Call Girls In Keshav Puram 🔝 Delhi NCR
 
RE Capital's Visionary Leadership under Newman Leech
RE Capital's Visionary Leadership under Newman LeechRE Capital's Visionary Leadership under Newman Leech
RE Capital's Visionary Leadership under Newman Leech
 
Marketing Management Business Plan_My Sweet Creations
Marketing Management Business Plan_My Sweet CreationsMarketing Management Business Plan_My Sweet Creations
Marketing Management Business Plan_My Sweet Creations
 
Catalogue ONG NUOC PPR DE NHAT .pdf
Catalogue ONG NUOC PPR DE NHAT      .pdfCatalogue ONG NUOC PPR DE NHAT      .pdf
Catalogue ONG NUOC PPR DE NHAT .pdf
 
Best Practices for Implementing an External Recruiting Partnership
Best Practices for Implementing an External Recruiting PartnershipBest Practices for Implementing an External Recruiting Partnership
Best Practices for Implementing an External Recruiting Partnership
 
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update  Presentation SlidesKeppel Ltd. 1Q 2024 Business Update  Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
 
Vip Dewas Call Girls #9907093804 Contact Number Escorts Service Dewas
Vip Dewas Call Girls #9907093804 Contact Number Escorts Service DewasVip Dewas Call Girls #9907093804 Contact Number Escorts Service Dewas
Vip Dewas Call Girls #9907093804 Contact Number Escorts Service Dewas
 
KestrelPro Flyer Japan IT Week 2024 (English)
KestrelPro Flyer Japan IT Week 2024 (English)KestrelPro Flyer Japan IT Week 2024 (English)
KestrelPro Flyer Japan IT Week 2024 (English)
 

Michael rotem resume-20

  • 1.
  • 2.
  • 3. “ I am currently a Senior at the Kelley School of Business at Indiana University majoring in Accounting. Following the completion of my degree, I would like to utilize my analytical skills at a fortune 500 company. I come from a background which includes a variety of detail-oriented work in the financial services and accounting industries. I would love to leverage my strong work ethic to help improve a company's growth.’’ 30-Second Pitch
  • 4.
  • 5.
  • 6.
  • 7.
  • 8. E-Commerce & Internet Marketing Co-owner of Parade and Drill Team Equipment family business started in 1934 Transformed the phone/fax ordering system to an e-commerce website containing over 300 products for a company with about $100,000 in annual sales and 3,700 customers Introduced various internet marketing strategies through Search Engine Optimization and Cost-Per-Action advertising to boost traffic to the website by 20% in the first month --------------------------------------------------------------------------------------------------------------------------------------- Recognized Cost-Per-Click affiliate responsible for directing clients to e-commerce websites Converted over 100 leads for the website
  • 9. Tribune Broadcasting, New York, NY June-August 2010 Accounting Department Intern, Assistant to the Manager of Financial Planning for WPIX-TV Managed a team of three interns in a survey analysis for the Creative Services department and developed five visually informative diagrams displaying the collected data leading to revised branding strategies Conducted a comprehensive business and revenue analysis through the use of pivot tables in Microsoft Excel to determine on-air programming profitability Interacted closely with the General Sales Manager to realize the potential impact on sales revenue of alternate syndicated programs Facilitated a month-end variance report comparing the projected and actual program costs to improve accuracy for future estimates
  • 10. Bank of America, Merrill Lynch, New York, NY June-August 2011 Advisory Intern, Global Wealth and Investment Management Group Implemented a new filing system which extracted important client data for financial advisors to make client meetings more efficient Researched and presented on the consumer and investing habits of the Baby Boomer Generation to provide financial advisors with information to better target their largest client segment Compiled research on the relationship between dividend yield and share price to determine the best investments for over 75 client Personal Investment Accounts Supported the FAND Group, a team of financial advisors who manage $500 million in assets, in preparing Client Resource Management reports to analyze client portfolio progress and maximize investment opportunities
  • 11.
  • 12.
  • 13.
  • 14.
  • 16.
  • 17.
  • 18.
  • 19. Vision Retirement “ It is extremely satisfying to look back on my career and say that I exceeded the goals I set for myself back in my senior year at Indiana University.” Eulogy “ Michael Rotem was a man of great character and everyone who came into contact with him soon realized that. Michael’s unique qualities allowed him to live the dream he always wanted.” Master of Accounting CPA Exam Successful Career Entrepreneur
  • 20.