Diligent and assertive Marine Corp Veteran and Hofstra Graduate with a Bachelor’s Degree in Finance
and completed coursework in: finance, economics and business and a sincere interest in the financial markets.
Strong leader and mentor who others refer to for: guidance, strength and encouragement in
overwhelming, uncertain situations. Articulate communicator and concise presenter.
Demonstrated expertise includes: performing in collaborative team environments, leadership and astute
crisis dilemma solving skills with adaptability to rapid changes in fast paced, high pressured surroundings.
VALUE ADDED
Leadership/Mentoring Problem Diagnosis/Resolution Quality Control Variance Analysis Client Services
Relationship Development/Management Sales Special Event Coordination Subordinate Evaluations
Bloomberg Microsoft Office Word *Excel PowerPoint Outlook
EDUCATION
New York University Stern School of Business – New York, NY
Bachelor of Business Administration Finance 2011
*Dean’s List 2010/2011
C. W. Post – Brookville, NY
Associates Degree Criminal Justice 2009
MILITARY
United States Marine Corp Reserve 1
st
Battalion 23
rd
Marine Regiment Corporal 06/2001- 08/2007
*Recipient of three promotions: Private
Private 1
st
Class
Lance Corporal
Corporal
DUTIES FUNCTIONS & RESPONSIBILITIES
Classified Information Correspondent
Combat Action Veteran
Cross Trained with Diverse Units
Equipment Troubleshooter
Evaluated Subordinates
Military Occupation – Field Radio Operator
Safeguarded Sensitive/Top Secret Equipment
Secret Level Security Clearance
Squad Leader
Supervised Eight Junior Marines
*Meritorious Promotion to Corporal
*Certificate of Commendation Superior Performance of Duty as Field Communication Operator
*Meritorious Mast Award Field Communication Operator as Tactical Air Control Party Member
PROFESSIONAL EXPERIENCE
Major Financial Institution – New York, NY
Intern to Financial Planner 02/2011 – 06/2011
Unpaid internship working with Senior Financial Planner with $110 million assets under management.
Evaluated/analyzed information, trends/performance utilizing Excel, and PowerPoint for presentations.
Attended client and internal meetings, scheduled consultations and reviewed financial and economic
news as it related to the markets and its impact on investments.
Interacted and communicated with mutual fund portfolio managers for new investment opportunities.
Mangia Al Fresco – New York, NY
Server 09/2007 – 12/2010
Consistently ranked as a top server incorporating excellent customer service and communication skills.
Thomas Miccali FINANCIAL SERVICES
1234 5
th
Ave New York, NY 10010 (212) 123-4567 ThomasMiccali@aol.com
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