Jeremy A. Westaway
Financial Advisor And Assistant Portfolio Manager
Morristown
Summary
Seeking to join a dynamic team at a premier wealth management firm where I can leverage my prospecting skills, market expertise, and passion for helping clients achieve financial independence
Overview
6
6
years of professional experience
Work History
Financial Advisor, Assistant PM
Lionheart Wealth Management
Summit, NJ
05.2022 - Current
- Client Acquisition & Portfolio: Built book of business primarily through direct outreach, serving corporate executives at Big 4 firms and Fortune 500 companies including Microsoft, AON, Mastercard, Cisco, IBM, and Palo Alto Networks
- Portfolio Management: Managed proprietary investment models as assistant portfolio manager, consistently outperforming S&P 500 benchmark over 12-month period
- Performance: Drove client retention through disciplined portfolio construction, personalized investment strategies, and proactive relationship management; expanded AUM via referral generation and targeted prospecting
- Advisory Support: Delivered investment analysis and presentation materials for senior advisors, ensuring regulatory compliance and clear communication of portfolio insights
Quality Control Scientist
SciMedx Corporation
Dover, NJ
10.2020 - 04.2022
- Laboratory Operations: Managed IFA department production schedules during COVID-19 pandemic, ensuring timely delivery of diagnostic test kits to international clients while supporting R&D initiatives
- Process Optimization: Improved production efficiency and reduced waste through data analysis and implementation of continuous improvement protocols
Undergraduate Behavioral Research Assistant
Brain Health Institute, Robert Wood Johnson Medical School
New Brunswick, NJ
06.2019 - 04.2020
- Behavioral Neuroscience Research: Executed Seeking Persistence Paradigm (SPP) protocols including self-administration, extinction trials, and surgical catheter preparation; conducted Conditioned Place Preference (CPP) testing to assess addiction's behavioral effects across dams and offspring
- Histological Analysis: Performed immunohistochemistry procedures including tissue sectioning, staining, mounting, and long-term storage for microscopic examination
Education
Bachelor of Arts - Psychology, Sociology
Rutgers, The State University of New Jersey
New Brunswick, NJ05.2020
Bachelor of Arts - Mechanical Engineering, Economics
Binghamton University
Binghamton, New York 05.2001 -
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Morristown-Beard School
Morristown, NJ01.2015
Skills
- Fluent in Microsoft Office w/strength in Excel, Thompson One, Vestmark, Portfolio Visualizer, Morningstar, FactSet Data Research, Qualtrim, TradingView, etc
- Wealth management Skills, including: Insurance planning, Investment strategies, Retirement planning, Portfolio management, Cash flow management, Asset allocation
- Verbal and written communication, Customer service, Problem-solving, Time management, Multitasking and organization, Sales and marketing, Lead generation, Equity research
- Self-taught Guitar Player – 12 years with experience playing in a band
Internships
Students 2 Science – Educational NJ STEM Program | Dover, NJ Research Intern (Spring 2015)
- Conducted trace element analysis of consumer toy samples using ICP-OES (Inductively Coupled Plasma Optical Emission Spectrometry) to identify potential child safety hazards; trained peer students on proper equipment operation and laboratory protocols
Awards
Winner – 2024 Top Prospector Challenge
- Executed 600+ daily outbound calls over two-week period, generating highest client acquisition and AUM growth among all participants
Timeline
Financial Advisor, Assistant PM
Lionheart Wealth Management
05.2022 - Current
Quality Control Scientist
SciMedx Corporation
10.2020 - 04.2022
Undergraduate Behavioral Research Assistant
Brain Health Institute, Robert Wood Johnson Medical School
06.2019 - 04.2020
Bachelor of Arts - Mechanical Engineering, Economics
Binghamton University
05.2001 -
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Morristown-Beard School
Bachelor of Arts - Psychology, Sociology
Rutgers, The State University of New Jersey