Jonathan Herrick
Canandaigua,NY
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Management Intern
Morgan Stanley, The Legacy Group of Jericho
Jericho, NY
03.2024 - Current
- Utilized Microsoft Excel for report generation
- Provided support with administrative tasks such as filing documents, scheduling meetings.
- Expanded understanding of a diverse range of financial instruments such as stocks and alternative investments
- Attained expertise in Salesforce CRM and Morgan Stanley’s “3D” Software Platform
- Researched new products, services, regulations, and industry trends related to wealth management.
Tax Intern
Gil and Schonig CPAS LLP
Port Washington, NY
03.2022 - 08.2022
- Built strong client relationships to facilitate tax return preparation
- Prepared different Tax Returns including standard 1040s and 990Ns
- Developed proficiency in Intuit QuickBooks and ProSeries accounting software.
- Prepared GAAP-compliant financial statements for accurate financial reporting.
- Collaborated with team to review company data for preparation of Audit Statements.
Bag Room Assistant
Canandaigua Country Club
Canandaigua, NY
07.2017 - 08.2021
- Fostered strong relationships with our golfers, improving communication and customer service skills
- Contributed to the successful management of summer events and tournaments
- Developed a culture of synergy that improved the work ethic amongst coworkers and fostered positivity in the workplace.
Education
Financial and Accounting Management -
Northeastern University
Boston, MA12-2023
Some College (No Degree) - Accounting And Finance
Nazareth College
Rochester, NYCertification
- Bloomberg Market Concepts Certification
- FINRA Securities Industries Exam (SIE)
Timeline
Wealth Management Intern
Morgan Stanley, The Legacy Group of Jericho
03.2024 - Current
Tax Intern
Gil and Schonig CPAS LLP
03.2022 - 08.2022
Bag Room Assistant
Canandaigua Country Club
07.2017 - 08.2021
Financial and Accounting Management -
Northeastern University
Some College (No Degree) - Accounting And Finance
Nazareth College
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