SMU Resume 2020

1. Nick Gerstein
7214 Marquette St. Dallas, TX 75225 · (214) 830-7515 · ngersteinlozano@smu.edu
EDUCATION
Southern Methodist University, Cox School of Business Dallas, TX
Bachelor of Business Administration, Finance Dec 2021
Cumulative GPA: 4.00/4.00
• EnCap & LCM Alternative Asset Management Program: Accepted into a highly selective fi-
nance honors program based on academic performance and rigor as well as an interview process.
• Honor Roll with High Distinction: Recognized for being in the cumulative GPA top 5% of all
SMU undergraduates for semesters Fall 2018, 2019 and Spring 2019
• College tuition paid through the Distinguished Scholarship (merit-based scholarship)
Southern Methodist University, Dedman College of Humanities and Sciences
Bachelor of Arts, Economics
Economics GPA: 4.00/4.00
EXPERIENCE
BBVA Global Wealth Management Dallas, TX
Incoming Summer Analyst May 2020 - Aug 2020
Living Modern Furnishings & Design Dallas, TX
Financial Administrator May 2019 - Present
• Manage all accounts payable and accounts receivable functions, and company-wide logistics
• Analyze the company’s profit and loss with the CPA through weekly sales and expense reports
• Oversee the vendors’ purchase orders to ensure the proper application of pricing for all merchandise
Marketing & Sales Representative Nov 2015 - May 2019
• Create advertisements which are sent to regional and national magazines for seasonal promotions
• Interact with customers to determine their needs, and co-lead sales to reach monthly sale quotas
LEADERSHIP & ACTIVITIES
SMU Student Senate Investment Committee Dallas, TX
Analyst Sep 2019 - Present
• Research and pitch equities in order to allocate the student-run fund and to generate investment ideas
• Manage the nearly $500,000 portfolio, which includes 29 equities and 4 mutual funds of all sectors
• Pitched Black Stone Minerals and PayPal Inc. for 12-month hold, with semi-annual reports of stock
through tracking of NYSE: BSM and NYSE: PYPL
• Analysis of stocks’ competitive advantages and valuation differentiation; a focus on competitors
ADDITIONAL INFORMATION
Languages: Spanish (Native Speaker), French (Written and Conversational Proficiency)
Skills: Proficiency in Microsoft Outlook, PowerPoint, Word, Excel
Additional Activities: SMU Finance Club, SMU Asociación de Empresarios Mexicanos, Alpha
Lambda Delta Honor Society, SMU Best Buddies
Interests: Watches, Traveling, Sushi, Peaky Blinders (TV Show), Great Gatsby (Movie/Novel)