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GAVIN M. THOMPSON
Current Address: 1801 Tower Road, Apt 343
[email protected] (847) 217-4378
Glenview, Il 60025
EDUCATIONDePaul University - Chicago Graduated: August 2015 Bachelor of Science in Business-Finance University of Dayton – Dayton, Ohio Transferred: June 2012 Bachelor of Science in Economics
EXPERIENCEMorgan Stanley, Chicago, IL January 2016 – May 2016 Wealth Management Intern
Analyzed retirement goals, prepared financial planning information for prospects, and direct marketed yielding 300+ qualified leads
Assisted financial advisors by coordinating marketing materials, servicing support, and promoting 4 financial seminars
Utilized CRM systems to enter data, communicated current and potential client information for over 1,000 contacts
M. Demon Fund – DePaul University, Chicago, IL January 2015 - June 2015 Co-Director of FX Trading Assisted in development of 3 EMA trend following non-coded algorithmic trading models and trained
26 members in model usage Managed 26 members by creating schedules, forming teams, training new members, delegating
projects, and planning 1 business trip Created a 36 page trading procedures document, supervised trading session recap, and directed
teams of 2 during trading sessionsVoya Financial, Chicago, IL June 2014 – September 2014 Wealth Management Intern
Partook in the creation of 3 portfolios that reduced future tax liabilities and moved funds into different vehicles increasing returns
Client prospecting to specific target markets to set meetings, build clientele base, and develop strategies to reach client’s financial goals
Utilized 3 financial advising databases and SEC 10-K reports to analyze 401(k) plans for over 1500 firms looking for anomalies
Senator Mark Kirk Campaign Office, Northbrook, IL May 2011 – August 2011 Junior Intern
Facilitated and organized 15 volunteers in Cook County for ground game tactics helping inform voters of Senator Kirks policies
Implemented campaign strategies for a congressional re-election bid and a senate election bid by increasing potential voter turnout
Preformed demographic analysis by coordinating data from 15 voting districts and training 5 volunteers on campaign procedure
LEADERSHIP & PHILANTHROPYMarcello's Father & Son Italian American Restaurants, Northbrook, IL June 2013 – January 2015 Food Transportation
Trained 2 drivers in the restaurant’s system and implemented a schedule for 7 drivers Planed logistics for 3 catering events assisting in route development and coordinated driver
communications Alpha Kappa Psi – Professional Business Fraternity, Chicago, IL November 2012 - June 2015 Membership Committee
Senior position on the Pledge Social Committee, assisted in planning, financing, and marketing of two events held by the pledge class
Junior position in Membership Committee, assisted in the promotion and acquisition of members during a time of expansion
University of Dayton Lacrosse Club, Dayton Ohio August 2010 – June 2012 Varsity Player
Played and traveled across the country with team of 36 to develop the lacrosse culture at UD Work and helped to organize a group of 12 freshman to set up various team activities
Volunteer Organizations July 2009 - August 2012 Volunteer Performed 75+ hours per quarter of various volunteer work
INTERESTS & TECHNICAL EXPERIENCERelevant Course Work: Risk Management; Quantitative Reasoning; Investment Theory and Practices; Financial Statement Analysis, HTML Miscellaneous: Microsoft Excel, Microsoft Power Point, Microsoft WordInterests: Trading, Current Events, Golf, and History