1. ROBERT BEEMAN
7 Fawn Ln, Big Flats, NY 14814 • Rbeeman7@naz.edu • (607) 425-8147
OBJECTIVE
To be a member of a sales team who uses corporate and personal values to search for growth and innovation in order to
create a successfulbusiness environment.
EDUCATION
Nazareth College, Rochester,NY
B.S. in Finance
Minors in Economics and Spanish
May 2016 GPA: 3.66
Dean’s List, five semesters
Relevant Coursework:
• Spreadsheet Applications • Business Spanish • Finance Senior Seminar
• Business Management • Investments I and II • Accounting I and II
STUDY ABROAD
Immersion in Peru,Ollantaytambo, Peru (Summer 2015)
Immersed in the culture and spoke a foreign language in order to communicate, and learned how to adapt to a different
lifestyle. Traveled to five additional cities as part of Nazareth College study experience.
Charles Darwin University, Darwin,Australia (Fall 2014)
Learned how to communicate with people from different backgrounds and cultures. Completed coursework in Liberal
Arts and Sciences.
INTERNSHIP EXPERIENCE
Wealth Management Intern, Merrill Lynch - Rochester,NY (06/2015-Present)
• Create budget proposals for prospective clients.
• Learning how to balance a number of different projects at one time and prioritize those projects.
• Test various options within a retirement plan to determine what will best fit the client’s needs.
• Input information into Salesforce.com to support work of lead Financial Advisors.
Intern, Massachusetts MutualInsurance - Rochester,NY (01/2014-04/2014)
• Worked as an assistant for one of the Financial Services Professionals.
• Used Microsoft Word and Excel to effectively manage client information and generated Mail Merge letters to send
out to those clients.
• Gathered information for new clients, and entered client data into online database.
• Observed client meetings with Financial Services Professionals to gain insight into the Insurance industry.
LEADERSHIP EXPERIENCE
Finance Society Club,Nazareth College (Spring 2014-Present)
President (Fall 2015-Present), Vice President (Spring 2014-2015) - Organize meetings and designate tasks for other
board members to perform. Travelled to NYC to visit Oppenheimer Funds and Wall Street. Participate in virtual stock
market game to practice running a portfolio. Compete in Adirondack Cup-competition between universities in the
northeast for small cap stocks.
Student Managed Investment Fund,Nazareth College
Assistant CIO - Coordinate research and investments in the market with funds provided by Nazareth.
EXTRA-CURRICULAR ACTIVITIES
Nazareth Men’s Volleyball Team • English Tutor • Golf