Alan Frishman
Newton,MA
Summary
To obtain real experience in asset management in order to pursue a career in the financial field. Having strong foundation academically and personal investment experience, I have found my passion and am driven to continue my professional growth.
Overview
10
10
years of professional experience
Work History
Tennis & Pickleball Program
Bunny Hop Tennis
01.2014 - Current
- Marketed through Facebook and set up lessons using Calendly for booking
- Developed structured lesson plans for different skill levels and integrated with employees
- Tracked expenses and revenues that business earned to purchase new equipment
- Advanced my connections for work experience and built trust with my clients
Financial Research Analyst
The Areopa Group
01.2023 - 05.2023
- Areopa helps startups with financing loans from financial institutions by recognizing their collateral in the form of intellectual property
- Reached out to banks via email and zoom call meetings to invest in Areopa's startups
- Conducted market research to evaluate startup business prospective
- Presented and designed power-point presentations to promote investment in funds.
Equity & Fixed Income Operations Intern
State Street Corporation
06.2022 - 08.2022
- Created and maintained precise and accurate models, and reports of volume metrics on excel
- Processed international, federal, and domestic securities transactions (equities, fixed incomes)
- Identified and researched problem transactions (i.e
- Data quality, settlement details, etc.)
- Resolve any such conflict via communication with fund managers, team members, and external groups.
President & Founder
Investment Club
01.2017 - 01.2020
- Responsible for managing pooled funds of over $10,000 with over 30 members participating
- Conducted market research to identify prospective trades and created presentations to educate members about the fundamentals of investing
- Ability to recruit members and form long term trust and relations
- Applied Warren Buffet's strategy for value investing, implementing to capture undervalued opportunities
Education
BBA - Finance
University of Massachusetts Amherst
Amherst, NH05.2024
Skills
- Creating investment portfolios tailored to client requests
- Highlighting risk management and return on investment strategies
- Proficient in Microsoft Office and Excel applications
- Accounting background in analyzing financial statements
- Individualized Coaching
- Written and Verbal Communication
- Dean's List
- Relationship Building
Languages
Russian
Full Professional
Timeline
Financial Research Analyst
The Areopa Group
01.2023 - 05.2023
Equity & Fixed Income Operations Intern
State Street Corporation
06.2022 - 08.2022
President & Founder
Investment Club
01.2017 - 01.2020
Tennis & Pickleball Program
Bunny Hop Tennis
01.2014 - Current
BBA - Finance
University of Massachusetts Amherst