Landon Fagle Email & Phone Number

Albany, Ny, Us

Clifton Park, New York, United States

Waltham, Ma

I am responsible for researching, analyzing, and evaluating the future financial position of potential equities within the communications industry to add to our diverse $1.2M portfolio. We do this through an analysis of growth drivers, comparative company models, discounted cash flows, and recognition of considerations. Analysts present pitches to the general body of the investment group as to why we should take a long position in a certain stock in hopes of getting approved via vote.

Saratoga Springs, Ny

Wellesley, Ma

At FCG as a wealth management intern, I am responsible for opening new client accounts and ameliorating issues in mutual fund, equity, and fixed income accounts. I also help to orchestrate RMDs from client accounts. In addition, I assist with projects to automate routine office functions and help create systems to manage the flow of information in accordance with regulatory guidelines. I often prepare material for client meetings and stay abreast of new business, processing, tracking, and auditing.

Malta, Ny

I perform a variety of financial transactions for credit union members on a daily basis, everything from withdrawals and deposits to loan payments and cash advances and all in between. I gained immense knowledge on the banking industry, investing and saving strategies, as well as rules and regulations surrounding the industry. It has also allowed me to learn the program Episys Quest.

Saratoga Springs, Ny

I served as a parking attendant at the Saratoga Racecourse the past two summers. Here I worked a 5am-1pm shift six days a week. I organized and parked patrons vehicles for their satisfaction and convenience. At "the track" as it is referred to, I interacted with lots of different people and learned how to make small talk to connect with people rather than pass them by. I also learned to work in a team with my fellow attendants to create the parking lot.

Malta, Ny

I was a cashier at a major grocery store chain checking out customers handling cash and credit transactions. I learned a lot about customer service and how to greet people and develop conversation in a short period of time.

Bachelor'S Of Science, Corporate Finance & Accounting, 3.73

Activities and Societies: Bentley Investment Group, Bentley Investment Banking Club, Bentley Real Estate Group

Advanced Regents Diploma, 4.0

Activities and Societies: Varsity Baseball & ShenVault