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
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
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
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
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