Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

John Hayes

Pearl River,NY

Summary

Finance professional with experience in financial planning, portfolio management, and institutional financial operations. Strong analytical skills, client-focused communication, and proven academic and athletic achievements.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Financial Professional

Equitable Advisors
New York, NY
12.2025 - Current
  • Develop and implement personalized financial plans.
  • Manage client portfolios and adjust strategies based on market trends.
  • Assisted in preparing investment reports to enhance client understanding of portfolio performance.

Athletics Finance and Business Operations Intern

SUNY Plattsburgh Athletics
Plattsburgh, NY
01.2025 - 05.2025

● Assist in reconciling financial accounts and managing procurement processes to ensure accurate and timely reporting.

● Prepare and maintain financial documentation for auditing and compliance purposes.

● Monitor and analyze data related to institutional spending, budget allocation transfers, and financial management processes

Education

Bachelor of Science - Finance

SUNY College At Plattsburgh
Plattsburgh, NY
05-2025

Skills

  • Portfolio Management
  • Market Analysis
  • Financial auditing
  • Financial services
  • Strategic financial planning
  • Asset allocation
  • Investment strategies

Certification

Series 7

Series 66

Securities Industry Essentials

Accident & Health (LAH)

Timeline

Financial Professional

Equitable Advisors
12.2025 - Current

Athletics Finance and Business Operations Intern

SUNY Plattsburgh Athletics
01.2025 - 05.2025

Bachelor of Science - Finance

SUNY College At Plattsburgh