John Norman Email & Phone Number

New York, New York, United States

Markets Treasury - Investment PortfolioFX Institutional SalesEM Rates Trading

New York, New York, United States

FuturesEquity Derivatives Trading

• Interned remotely with the customer success team of a multimillion-dollar software testing company• Connected with customers and communicated with sales team to determine the individual risk levels of over 250 customers with expiring subscriptions, and helped forecast annual recurring revenues in Excel based on the risk levels of the customers’ renewals• Kept Salesforce renewal opportunities up to date based on purchase orders received and invoices sent, with a focus on renewal prices, start and end dates, current stage of the renewal process, and uploaded quotes, purchase orders, and invoices

University Park, Pennsylvania, United States

• One of 50 students selected from hundreds of applicants to be a part of the program for the Spring 2021 semester, listened to weekly presentations from Wall Street professionals, gained an extensive understanding of the finance industry• Networked with professionals in the industry to learn about the various career paths in finance including, but not limited to, asset management, equity research, investment banking, private equity, sales & trading, and wealth management• Instructed on resume, interview, and networking skills and was evaluated through a mock Wall Street interview conducted by officers of the Nittany Lion Fund, a $12 million hedge fund comprised of private investor capital managed by students

Bachelor'S Degree, Finance

Activities and Societies: Penn State Investment Association, THON, Wall Street Boot Camp, The FinTech Group

Education record