Andrew L. Martin
Financial Professional
Zebulon,NC
Summary
Performance-oriented Financial Advisor offering experience working with privately-held investment firms. Adept at skillfully managing high-value assets. Offering expertise demonstrated by Series 6 and 63 licenses.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Equitable Advisors
Raleigh, NC
05.2018 - 03.2021
- Educated clients on financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Wrote financial plans and executed asset management strategies for 130+ clients.
- Retirement benefits specialist focused on qualified retirement plans geared towards retirement.
- Life/Health insurance licenses, Series 6, and Series 63
Website Operations Assistant
Carolina Regional Orthopedics
Rocky Mount, NC
05.2017 - 06.2017
- Managed and maintained file system covering patient information including medical history, prescriptions, and documentation.
- Utilized Athena EMR regularly to complete job tasks, developing advanced proficiency.
- Collected, arranged and input information into database system.
- Coached staff on everyday use and implementation of EMR system.
Student Manager
Appalachian State University
Boone, NC
08.2015 - 05.2017
- Supervised and managed between 120-140 student workers on campus at Appalachian State University.
- Adjusted job assignments and schedules to keep pace with constantly changing needs, delegated responsibilities, factoring in processes, employee knowledge and customer demands.
- Cross-trained existing employees to maximize team efficiency and performance.
- Assisted Associate Director of Campus Dining with day-to-day logistics and coordinating student activities.
Technical Support Manager
Carolina Regional Orthopedics
Rocky Mount, NC
05.2013 - 08.2013
- Managed the switch from Paper health records to Electronic Medical Records (EMR) as an IT Manager over the course of a summer.
- Certified with Athena EMR system through taking an online course leading up to my employment.
- Increased operational efficiency by assisting with improved filing systems for confidential client records and reports.
Senior Capstone Project
Appalachian State University
Boone, NC
01.2018 - 05.2018
- In charge of running a model Footwear company with over $500 million in assets over a 10-week period, competing on a global scale.
- Involved determining wholesale prices, internet prices, advertising budget, style and quality of the footwear, charitable contributions, celebrity endorsements, and more.
- Ranked among peers and globally according to our Stock Price, Earnings per Share, Return on Equity, image rating, as well as several other factors.
- Exceeded goals through effective task prioritization and great work ethic. Finishing 1st in class and top 300 globally.
Portfolio Manager
Appalachian State University
Boone, NC
08.2017 - 10.2017
- Portfolio Management project as part of Survey of Investments class.
- Given $1million to investment and manage over the course of a semester. Competing with 100+ students.
- FInished top 5 in class with just over 10% return over 2.5 months.
- Ranked according to our Sharpe Ratio.
Volunteer Leadership Experience
Gatekeepers Work camp
Rocky Mount, NC
06.2006 - 06.2012
- Gatekeepers Work Camp is a volunteer camp for a week each year that picks 7-10 houses in impoverished neighborhoods of the community to work on and perform home improvements.
- Functioned as the supplies runner for the worksites providing them with all necessary tools, appliances, paints, and lumber that was needed. Everything from Water heaters, to shingles, to orders of wood to build porches.
Education
Bachelor of Science - Finance and Banking, Internet Studies
Appalachian State University
Boone, NC 05.2018 - 05.2018
Skills
Mutual funds and liabilities
Stock market understanding
Insurance decisions
Series 6 license
Series 6 license
Computer proficiency
Analytical skills
Timeline
Bachelor of Science - Finance and Banking, Internet Studies
Appalachian State University
05.2018 - 05.2018
Financial Advisor
Equitable Advisors
05.2018 - 03.2021
Senior Capstone Project
Appalachian State University
01.2018 - 05.2018
Portfolio Manager
Appalachian State University
08.2017 - 10.2017
Website Operations Assistant
Carolina Regional Orthopedics
05.2017 - 06.2017
Student Manager
Appalachian State University
08.2015 - 05.2017
Technical Support Manager
Carolina Regional Orthopedics
05.2013 - 08.2013
Volunteer Leadership Experience
Gatekeepers Work camp
06.2006 - 06.2012