Anthony Rosen Email & Phone Number

Irmo, South Carolina, United States

• Utilize platforms including ClientWorks, Morningstar, E-Money, and DocuSign to enhance client management, financial planning, portfolio analysis, and investment research
• Develop investment plans for clients, considering risk tolerance, time horizon, and financial goals
• Designed diversified portfolios for 3 theoretical clients with distinct risk tolerances (high, moderate, low) using modern portfolio theory to maximize expected returns

Columbia, South Carolina, United States

• Lead 8-team stock market competition, each starting with $100,000 in buying power, aimed at maximizing cumulative return through active portfolio management over the semester
• Educate members on investment types, strategies, valuation techniques, and risk management
• Develop and present slides on market trends and current financial news for weekly meetings
• Network with industry professionals to secure speakers in investment and finance, enhancing educational opportunities and increasing membership by 35%

Columbia, South Carolina, United States

• Recruitment Committee:
• Organized two weeks of recruitment events, focusing on outreach and engagement of potential new members
• Coordinate with 160+ chapter members to align recruitment initiatives and set clear expectations
• Achieved the largest Fall Rush Class in chapter history, successfully recruiting 51 new membersScholarship Committee:
• Motivate 160+ chapter members to achieve academic success through managing study rooms and enforcing academic probation policies
• Facilitate workshops to build professional networks and improve members profiles on LinkedIn

Columbia, South Carolina, United States

• Assessed client needs to recommend appropriate accounts, lines of credit, and investment options, simultaneously contributing to the credit union’s growth
• Developed personal relationships with clients built on trust through accurate account management
• Processed over $200,000 in financial transactions daily, including deposits, withdrawals, money transfers, loan payments, and foreign currency exchange

Penfield, New York, United States

• Delivered courteous customer interactions and adeptly resolved problems for optimal customer satisfaction
• Accounted accurate drawer counts and monitored inventory levels proactively, meeting necessary daily food preparation levels while minimizing waste
• Maintained ongoing communication with the baker while working the line, ensuring the timely fulfillment of customer orders and meeting varying levels of demand

Bachelor Of Business Administration - Bba, Finance, Risk Management & Insurance, Junior

Activities and Societies: Phi Delta Theta and Capstone Scholars Program

Bachelor Of Business Administration - Bba, Finance, Risk Management & Insurance, Junior

Activities and Societies: Carolina Fund, Carolina Investment FoundationConcentration: Business Analytics

Education record