Samuel Lux

203 West Broadway,

Jim Thorpe, PA 18229
samuelr.lux@gmail.com
(570)-249-0066

Professional Profile
Excellent oral and written communication skills. Computer literate including working knowledge of Microsoft Office.
Works independently with minimal supervision; effectively manages several diverse tasks simultaneously; results and
profit oriented. Seeking a position in the finance industry that will allow for the utilization of financial analysis skills, and
contribution to the success of an effectively operating company.

Education
West Chester University

August 2014

Bachelors of Science, Business Administration

Major: Finance / Minor: Arabic Language
Finance GPA: 3.6 / Cumulative GPA: 3.5

Experience
J.P. Morgan Chase, Newark, DE
October 2014 - Present
Compliance Operations Specialist
Reconcile employees accounts with reported transaction activity
Communicate with employees and resolve any discrepancies with the personal account dealing policy
Communicate with brokers to receive pertinent information regarding employee accounts
Assist with Ad Hoc projects aimed to improve efficiency of statement reconciliation process
Collaborate with management for effective and efficient process improvement
Mauch Chunk 5 & 10, Jim Thorpe, PA
Customer Service Associate
Developed entrepreneurial, and basic business skills working for the family business
Created a cost benefit analysis to determine the best economic option available
Examine customer trend analysis to ensure maximum customer satisfaction
Entrusted with opening and closing store on regular basis
Create closing reports
York-Li Educational Services, Cairo, Egypt
SAT Tutor
Sound knowledge of tutoring techniques
Effectively communicated concepts to students preparing for SAT exams
Implemented learning strategies developed to meet students academic goals
Worked in an international professional environment

January 2007- Present

August 2011- November 2011

Related Course Work

Financial Accounting
Developed an understanding of the financial statements including income statement, balance sheet, and statement
of stockholders equity
Acquired a basic understanding of the accounting industry which will allow for fundamental analysis and the
critical evaluation and valuation of companies
Intermediate Financial Management: Financial Analysis Project on the Aerospace Industry
Completed regression analysis to determine the beta for various companies
Completed the weighted average cost of capital of several companies
Developed an understanding of portfolio analysis
Utilized various metrics to determine investment returns