Justin Bateman
Buffalo,NY
Summary
Aspiring financial professional, seeking opportunities in financial management, pursuing SIE, Series 7, Series 66 licenses.
Overview
3
3
years of professional experience
Work History
Financial Intellectual Property Intern
SUNY Research Foundation
Albany, New York
06.2024 - 08.2024
- Conducted comprehensive market research for 5 + intellectual property disclosures, providing valuable insights to support commercialization decisions.
- Assisted in creating the directory for the S4 SUNY Summer Startup School, streamlining participant communication, and event coordination.
- Managed and organized Excel spreadsheets, improving data accuracy and accessibility for research initiatives.
- Collaborated with a team of financial professionals, utilizing effective communication to analyze client needs.
Assistant Manager
Fairways of Halfmoon
Mechanicville, New York
05.2021 - 08.2023
- Coordinated scheduling for golf outings, wedding services, and tournaments, ensuring seamless event execution
- Assisted general manager with financial management and operational planning for the golf course and event services
- Maintained golf course facilities and provided customer service in the pro shop and Hank Hudson Brewing Company during events
Education
Bachelor of Science - Business Management, Financial Analysis
University at Buffalo
12.2024
Skills
- Financial Modeling and Valuation
- Advanced Microsoft Excel
- Market Research
- Data Analysis
Extracurricular Activities
Financial Management Association, Buffalo, New York, Board Member, 08/01/22, 12/31/24, Engaged in discussions on financial markets, investment strategies, and industry trends., Attended workshops on financial modeling and valuation techniques., Collaborated on case studies and group projects related to financial analysis.
References
References available upon request.
Timeline
Financial Intellectual Property Intern
SUNY Research Foundation
06.2024 - 08.2024
Assistant Manager
Fairways of Halfmoon
05.2021 - 08.2023
Bachelor of Science - Business Management, Financial Analysis
University at Buffalo
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