Dylan B. Email & Phone Number

Denville, Nj, Us

Parsippany, New Jersey, United States

Parsippany, New Jersey, United States

Greater New York City Area

As an intern at Laidlaw Wealth Management, I worked closely with Senior Brokers of the company and helped in connecting, researching, and documenting prospective clients. Using public information on the SEC's database EDGAR, I am charged with analyzing company documents in order to pinpoint promising clientele. In addition to assisting Senior Brokers, I participated in meetings within the capital markets division to observe external pitch meetings for potential company investments.

Waltham, Massachusetts

The job of Resident Assistant at Bentley University entails acting as a resource to the residents of my designated hall regarding assistance with academic troubles, roommate conflicts, and general concerns relating to the University. Along with this, I am tasked with developing a community among my respective residents. I take on the responsibility of working with Co-Resident Assistants to execute creative programs and foster student development politically, socially, and culturally. Additionally, I work to maximize positive resident interactions and enforce all University and On-Campus Housing policies.

Greater New York City Area

As a Sales Assistant at Control Sales, Inc. I was tasked with utilizing my skills to support the sales team to the best of my ability. This included in-house duties such as managing date in the ACT! database, Prophet 21, as well as Microsoft Access. I also assisted by filing quotes, orders, invoices, and closed files. In addition, I answered calls, took messages, and directed customers to the proper department. An integral part of my time employed was spent developing the company's updated procedure manual.

Bachelor Of Science - Bs, Finance, Sustainable Investing

High School Diploma

Activities and Societies: President of National Honors Society