resume(final)

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Martin English II 9722 St. Barts Lane Huntersville, NC 28078 7049424569 [email protected] EDUCATION UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE Charlotte, North Carolina Bachelor of Science in Business Administration, Major in Finance, May 2015 Cumulative GPA of 3.0 Dean’s List Fall 2011; Fall 2013 PROFESSIONAL EXPERIENCE B2R Finance Charlotte, NC Sales Analyst Oct 2015-Dec 2015 Gather, organize, and analyze data for initial loan structuring and pricing including property values, area demographics, and leasing and market data Prepare term sheet and loan application for the customer, providing them with the accurate interest rate spreads according to market conditions and in-house rates Throughout the origination process, provide a constant professional point of contact with the account executive and the origination team Efficiently navigate and use designated Excel macros to evaluate the clients real estate investment portfolio and determine whether we can provide the client with the desired loan amount Wells Fargo Charlotte, NC Audit Services Intern June 2014-August 2014 Take part in testing during the fieldwork stages of the audit process in order to ensure compliance with Wells Fargo regulations and US regulations Study the specific business practices of the Wells Fargo Community Banking team in order to protect Wells Fargo’s assets and determine if the companies risk management, systems of control, and governance of processes are functioning as intended Familiarize myself with the lines of business within Wells Fargo in order to effectively audit the business and mitigate the appropriate risk Learn the fundamentals of internal audit with a strong training curriculum in both classroom and project settings TIAA-CREF Charlotte, NC Wealth Management Intern Oct 2012 – May 2014 Facilitate team meetings by discussing changing standard of procedures with team to build efficiency Find which high net worth clients are not assigned to advisors with a goal of creating a higher percentage of clients engaged with a wealth management advisor Team assigned over 26,000 clients to a Wealth Management book of business in the year 2013

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Page 1: Resume(Final)

Martin English II 9722 St. Barts Lane Huntersville, NC 28078

[email protected]

EDUCATION UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE Charlotte, North Carolina Bachelor of Science in Business Administration, Major in Finance, May 2015 Cumulative GPA of 3.0 Dean’s List Fall 2011; Fall 2013

PROFESSIONAL EXPERIENCE B2R Finance Charlotte, NC Sales Analyst Oct 2015-Dec 2015 Gather, organize, and analyze data for initial loan structuring and pricing including property values, area

demographics, and leasing and market data Prepare term sheet and loan application for the customer, providing them with the accurate interest rate spreads

according to market conditions and in-house rates Throughout the origination process, provide a constant professional point of contact with the account executive and

the origination team Efficiently navigate and use designated Excel macros to evaluate the clients real estate investment portfolio and

determine whether we can provide the client with the desired loan amount

Wells Fargo Charlotte, NC Audit Services Intern June 2014-August 2014 Take part in testing during the fieldwork stages of the audit process in order to ensure compliance with Wells Fargo

regulations and US regulations Study the specific business practices of the Wells Fargo Community Banking team in order to protect Wells Fargo’s

assets and determine if the companies risk management, systems of control, and governance of processes are functioning as intended

Familiarize myself with the lines of business within Wells Fargo in order to effectively audit the business and mitigate the appropriate risk

Learn the fundamentals of internal audit with a strong training curriculum in both classroom and project settings

TIAA-CREF Charlotte, NC Wealth Management Intern Oct 2012 – May 2014 Facilitate team meetings by discussing changing standard of procedures with team to build efficiency Find which high net worth clients are not assigned to advisors with a goal of creating a higher percentage of clients

engaged with a wealth management advisor Team assigned over 26,000 clients to a Wealth Management book of business in the year 2013 Research advisors from competing firms to find which would fit into the TIAA-CREF atmosphere Organize wealth management teams contact numbers with clients using pivot tables in excel so each team’s

performance can be evaluated efficiently Use Siebel to create and update external contact profiles for greater stored client knowledge for advisors

ADDITIONAL SKILLS Experienced in handling customer complaints efficiently and with great importance Able to excel in stressful environments to accomplish projects before deadlines Skilled in Microsoft Office applications of advanced Excel, Power-point, Word, Outlook Quick and eager to learn new skills to be a greater asset to any company I am with

INTERESTS Research stocks and investments by looking at financial statements, current news reports, and market trends Take the lead in religious preaching and teaching work by presenting researched information and conversing with

unfamiliar individuals in a variety of settings Joining teams and leagues to play basketball, football, and golf Traveled to Italy, France, Germany, Spain, and England to experience other cultures