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Taylor M.

University of Maryland, College Park Cumulative GPA: 3.4/4.0
Bachelor of Science: Finance Expected: May 2018
 Relevant Coursework: Financial Statement Analysis, Applied Equity Analysis, Advanced Financial
Management, Strategic Management, Intermediate Accounting
 Banking and Private Wealth Management Fellows Program
 Previous Universities: Towson University and College of Charleston
Temple View Capital Bethesda, MD Sept. 2017 – Dec. 2017
Asset Management Intern
 Valuated real estate investment opportunities using DCF and Monte Carlo simulation
 Designed digital and print flyers for employees to be distributed to brokers and potential clients
 Collaborated with a team of interns to plan an automated email campaign
 Created social media advertisements for Instagram and Facebook to attract new clients
The Cluckin’ Crab Ocean City, MD May 2017 – Aug. 2017
Social Media Manager
 Developed website and social media channels including Facebook, Instagram, Yelp and TripAdvisor
 Researched and designed a target market for digital and print advertisements
 Created and deployed several Facebook and Instagram Ads with Adobe Photoshop
 Provided marketing insight for design, selection, and acquisition of merchandise
 Drove grand-opening sales with several measurable promotions to over $10,000
Loftus Wealth Strategies Millville, DE June 2016 – Aug. 2016
Financial Planning and Research Intern
 Conducted in-depth fundamental research and technical analysis using FRED, MarketSmith, and
StockCharts to prepare weekly summary reports for senior management. Topics included updates on
industry trends, investment ideas, news events, and opinions regarding mutual funds and individual
 Introduced innovative research techniques using Microsoft Excel, Yahoo Finance, Stockcharts, and
MarketSmith to increase efficiency and provide crucial data to management
 Developed marketing strategies using email campaigns, social media advertisements, and website
elements to drive clients to company website
De Lazy Lizard Bar & Grill Ocean City, MD May 2013 – Aug. 2014 (Summer)
Retail Manager
 Hired, trained, and managed four employees for store operations
 Renovated, designed, and stocked seasonal retail store selling company merchandise
 Programmed point of sale system to execute store operating functions including credit card and cash
payments, item names and prices, auto sales tax add-on, and receipt printing
 Developed promotions and sales to grow revenue to $45,000 per month (seasonal)
 Provided marketing insight for design, selection, and acquisition of merchandise
Activities: Finance, Banking, & Investment Society; 2016 Deloitte UMD Case Competition Finalist
Skills: Microsoft Office Suite; Valuation (DCF, DDM, FCF); Adobe Photoshop; WordPress; MarketSmith
Interests: Financial Technology; Car Rebuilding; Skiing; Basketball; Golf; College Football