More Related Content
Similar to samuel.j.basilius.resume (20)
samuel.j.basilius.resume
- 1. The Vanguard Group Charlotte, NC Series 7 & 63 Licensed Investment Professional Jun 2014 - Present Review client accounts valued <$1 MM to determine financial goals and make suggestions based on company investment philosophy and products Perform due diligence to ensure completeness and accuracy of procedures, simultaneously utilizing multiple systems to expedite problem resolution Communicate with and direct clients across a wide range of business segments to elevate client experience, anticipate needs and secure satisfaction Identify and relay viable solutions for clients with pressing needs or unmet expectations, employing training and conflict mitigation techniques Continuously expand personal awareness of market news, company initiatives and legal changes to encourage team goals and client education Renewable Tech Ventures Rexburg, ID Junior Analyst Jan 2014 - Apr 2014 Orchestrated the efforts of 11 individuals in planning and executing research for two separate and simultaneously operating consulting projects Collaborated with clients and firm's management throughout the consulting process to relay progress or challenges in data collection and analysis Assessed feasability of a business plan surrounding a $250,000 piece of equipment through exhaustive research in a personally unfamiliar industry Created detailed reports outlining methodologies and results, which culminated in a presentation to clients and the firm's management Provided regular written and verbal feedback to project teams, group members and management while promoting morale and accountability Shy Guy Enterprises, LLC Rexburg, ID Owner Mar 2013 - Dec 2013 Advanced business acumen through self-motivated research, identifying a viable market for entrepreneurial opportunity as a full-time student Evaluated online platforms for suitability in online retailing, having identified the most practical method for accomplishing business objectives Extensive research in all areas of online retailing and product selection in order to effectively start a business venture and achieve personal goals Artco Printing Rexburg, ID Corporate Sales Associate Jun 2011 - Dec 2012 Lead sales associate on a major account with the National Wildlife Federation; Exceeded business goals with more than $300,000 in personal sales Served as principal customer service liaison in forging new corporate relationships and ensuring the fulfillment of existing customer expectations BYU-Idaho Investment Society Rexburg, ID President Jan 2014 - Apr 2014 Oversaw collaborative research of >30 students and presented results to the University's investment board for a $6 MM charitable endowment fund Directed and performed analysis of global macroeconomic conditions and capital markets for 12 asset classes within the endowment fund Fostered continuing education of students from different educational backgrounds to enhance their understanding of the global investment climate Vice President Jul 2013 - Dec 2013 Planned and led weekly meetings for student volunteers along with trainings for Senior Analysts under the direction of the Society President Senior Analyst Apr 2013 - Jul 2013 Conducted a 3 person research team in analyzing and forecasting performance of the endowment fund's Long-Term Bond asset class The Church of Jesus Christ of Latter-day Saints Atlanta, GA Full-Time Volunteer Service Representative Apr 2008 - Aug 2009 Led full-time volunteers, organizing religious teaching, service and public affairs efforts throughout the region in accordance with set procedures Achieved Spanish fluency through frequent public speaking obligations and continuous cultural interaction across many socioeconomic groups BYU-Idaho Student Support Rexburg, ID Orientation Leader/Student Ambassador Apr 2012 - Jul 2012 Assumed responsibility for a group of 30 incoming Freshmen through a leadership program, partnering with volunteers of various skill sets Actively engaged in a group setting to reach out to prospective students to identify and address needs or concerns in all facets of campus life Brigham Young University - Idaho Rexburg, ID Bachelors in Financial Economics - GPA 3.68 Apr 2010 - Apr 2014 Presented macroeconomic analysis and monetary policy recommendations to economists, faculty and peers at The Federal Reserve Symposium Skills Spanish fluency Samuel J. Basilius916-671-0440 11915 Allforth Lane Apt. 2410 Charlotte, NC 28277 sbasilius@gmail.com Experience Volunteer & Leadership Education