David James Cynkin
CV/ Resume
San Diego,CA
Summary
Strong leader able to learn quickly while working efficiently with others in a team. Motivated by rigorous and fast-paced experiences where thinking on your feet mentally and physically is prevalent. David's inherent creativity and indefatigability caters to his strong core-values in a professional environment.
Overview
2025
2025
years of professional experience
3
3
Certifications
Work History
Registered Client Associate
UBS Financial Services
10.2023 - Current
- Worked with a Forbes industry recognized Wealth Management team in Downtown San Diego.
- Built value in helping to foster connections with high-net-worth clientele with on-phone or in-person interactions.
- Gained exposure to the complex needs of clients and the process of providing suitable means to achieving their unique goals. Performed tasks relating to investment research and administrative assistance.
- Provided timely deliverables to the team: Household performance reports, annuity/insurance research work-ups, expenses & gifts to clients.
- Grew knowledge base in capital markets, financial planning, and relationship management from numerous connections made within the firm.
- Utilized new proprietary Artificial Intelligence tools and how they can streamline the process of task completion and client experience.
CFO Finance Paid-Internship Program
University Of Oregon
9 2022 - 6 2023
- Placed into 3 rotations of University of Oregon Finance departments over 10 months with expert advisors to help carry-out projects.
- Analyzed Treasury departments investment management strategies such as: 3 tiered risk/liquidity based assets portfolio management, debt issuance, and capital budget analysis with Director of Treasury Ops, Jeff Schumacher.
- Utilized capitalization to prepare accounting reports and financial forecasting for the University's digital assets. (Advised by heads of Business Affairs and Finance Admin).
- Engaged in 2 hours of professional development each week as well as meetings with CFO of University, Jamie Moffit and Executive Assistant, Jove Rousseau.
Charles Schwab Summer Intern - Apprenticeship
Charles Schwab
06.2022 - 11.2022
- Mentored under VP—Financial Consultant, Henry McClurg at Charles Schwab.
- Gained knowledge in how to build strong professional connections with clients and co-workers and providing high-quality service. Also got exposure to other Schwab divisions including: Financial advising, asset & portfolio management, private banking, and technical/fundamental analysis.
- Developed knowledge on Schwab market offerings including and attained understanding for specific credentials needed.
Founder/President
Multi-Market Investment Club, University of Oregon
01.2021 - 06.2023
- Cultivated student engagement, able to grow club to over 60+ committed members.
- Established an inclusive networking environment to students from different backgrounds/ majors to share ideas with basis of knowledge in Stock Market and Cryptocurrency.
- Engage in analyzing and back-testing technical analysis strategies for equities. Connect strategies to research any correlations in financial news reporting.
- Link to Website: https://djcynkin.wixsite.com/uomultimarketclub
Business Development & Marketing, Intern
Leroy Merlin
09.2020 - 01.2021
- Led in a team of 5 - created industry reports and competitive analysis to provide insight on marketing opportunities to firm representatives. Utilized Pitchbook for research and microsoft suites for presentations.
- Worked with company managers to recognize their specific goals in the felid of marketing and sustainability. Gave final pitch presentation and implemented new initiative for company to perform as public involvement activity, to increase Brazil's awareness about sustainability.
Taekwondo Instructor
Church's Martial Arts
01.2006 - 01.2019
- Achieved 3rd Degree Black Belt in Taekwondo and Extreme Martial Arts. 2-Time World Champion, U.S National and State Champion.
- Led classes of over 40 students and taught private lessons in self-defense and honorable life skills.
- Performed stunts/ acrobatics in athletic commercials & team demonstrations: Apple iPhone, Hasbro Toys.
Education
Bachelor of Science -
University of Oregon
2019.09 - 2023.06
Skills
Adaptability
Creativity
Teamwork
Negotiation
1-On-1 Communication
Research Abilities
Microsoft Teams & Excel
Certification
Securities Industry Essentials Exam (SIE), FINRA
Hobbies
Martial Arts | Surfing | Hiking | Volleyball | Football | Freestyle Skiing
Timeline
Series 7 - General Securities Representative Exam, FINRA
11-2023
Registered Client Associate
UBS Financial Services
10.2023 - Current
Securities Industry Essentials Exam (SIE), FINRA
05-2023
Series 66 - Uniform Combined State Law Exam, NASAA
05-2023
Charles Schwab Summer Intern - Apprenticeship
Charles Schwab
06.2022 - 11.2022
Founder/President
Multi-Market Investment Club, University of Oregon
01.2021 - 06.2023
Business Development & Marketing, Intern
Leroy Merlin
09.2020 - 01.2021
Taekwondo Instructor
Church's Martial Arts
01.2006 - 01.2019
CFO Finance Paid-Internship Program
University Of Oregon
9 2022 - 6 2023
Bachelor of Science -
University of Oregon
2019.09 - 2023.06
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