Pat

11/13/2018
Baltimore, MD

Position Desired

Finance
Hoboken, NJ; Jersey City, NJ; New York City, NY
Yes

Resume

PROFESSIONAL SUMMARY
Ambitious, detail-oriented Financial Professional scheduled to take the CFA Level I Exam in June with an aim to become chartered within five years.

SKILLS
Forecasting trends
Preparing models
Budget development

Excel proficient
BBG Market Concepts Certified
Analytical problem solver

EDUCATION
Towson University - Baltimore, MD | B.B.A Finance Concentration |12/2017
Coursework in Hedging FX Risk, Stock Price Valuation and LBO’s
European Study Abroad Program, Edinburgh, Scotland 2015

WORK HISTORY
Celtic Commercial Finance | 06/2018 to Current
National Account Manager - Baltimore, MD
Build customized CapEx financing solutions for $5-50m size businesses
Successfully established the credit-worthiness of multiple clients through careful evaluation of financial statements

“SECU” State Employees Credit Union | 06/2017 to 06/2018
Procurement Manager - Baltimore, MD
Created an entirely new system of coin-deposit cost analysis which prioritized operating margins over gross revenue
Controlled the statewide operations budget reducing annual costs by 6%
Renegotiated three unfavorable vendor contracts to eliminate waste

New Day Financial, LLC | 01/2017 to 03/2017
Internship, Mortgage Underwriting and Origination - Fulton, MD
Discovered several key opportuniti...

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