Beruflich Dokumente
Kultur Dokumente
Veldman
Bjv2105@columbia.edu
(602) 335-9911
6187 Lerner Hall
New York, NY 10024
Education
Columbia University – New York, NY
August 2006 - Present
• Columbia College, Bachelor of Arts in Economics
• Relevant Coursework: Principles of Economics, Macroeconomics, Microeconomics, Financial Economics,
International Money and Finance, Money and Banking and Financial Systems, Business Cycles
• GPA 3.0/4.0
Work Experience
Fitzgerald Wealth Management – Scottsdale, AZ May
2009 – August 2009
Junior Assistant
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• Built and maintained database reports of clients’ actions to better assess their risk / reward tolerance rate and
financial objectives to envision long-term investment strategies
• Generated comprehensive client profiles to facilitate account management
• Developed and evaluated alternative risk and return views and strategies for wealth management
• Received accreditation to help financial advisors create financial plans
• Gained an understanding of investment strategies including those used for retirement and education savings
• Collaborated on projects with team members to improve productivity
Leadership