Simon Blattstein Email & Phone Number

United States

Schenectady, New York, United States

Binghamton, New York

• Create and manage a comprehensive $26,000 semesterly budget as executive treasurer for a 54-man Fraternity to ensure liquidity and financial stability • Collaborate with Delta Sigma Phi’s national organization to develop a strategic payment plan to eliminate accumulated debt while decreasing the cost of dues by 11% • Arbitrate cases in the chapter’s Judicial Board relating to internal conduct issues and financial delinquency by originating punitive and restorative resolutions to prevent future incidents

Guilderland, New York

• Develop empathetic relationships and trust with club members through daily interactions to enhance guest experience• Train and prepare new employees to properly perform various tasks to maximize workplace efficiency• Collaborate with a team under strict deadlines in preparation for various tournaments and outings to ensure proper staffing assignments

Binghamton, New York

• Create and manage an active budget for all incoming and outgoing funds pertaining to the Interfraternity Council • Collaborate with representatives from 17 different fraternities to ensure prompt payment of dues and assist chapters with extenuating financial circumstances • Review and approve expenditure and reimbursement requests by analyzing and maintaining accurate financial records

Binghamton, New Yor

• Evaluate market research and express outlook on the Consumer Discretionary sector to cover holding positions for student-run, long-only investment fund with over $350,000 in assets under management • Execute holding updates and pitches focused on meaningful qualitative factors and valuation methods including Discounted Cash Flow and Comparative Companies analysis

Albany, New York Area

• Collaborated with Financial Representatives to customize plans for clients to ensure financial security and stability • Analyzed client’s tax returns using proprietary software to identify areas to save money and sales opportunities • Supported office operations by establishing proper documentation as required by FINRA and performing various administrative tasks including answering client’s calls and scheduling appointments on the phone

Guilderland, New York

• Created and presented workshops on various financial concepts such as equity and debt to classmates to improve their knowledge of finance and increase interest in financial skill development• Organized guest speakers from the financial industry to present and interact with members about their experiences in the workforce• Planned and participated in an informational day trip to the Federal Reserve Bank in New York City to explore the bank’s internal operations and provide students with a hands-on finance experience to spur interest• Collaborated with Guilderland High School’s Backpack Program to volunteer and fundraise over $1,000 for food-deprived students in the community by organizing donation drives at various school functions• Evaluated market research and managed equity positions in stock market simulation contests through Wharton School of Business and Ithaca College to hone investment analyst skill set and develop financial acumen• Recruited new students to get involved through the production and distribution of informational fliers and presentations at general interest meetings

Master Of Science - Ms, Accounting And Finance

Activities and Societies: Investment Fund, Finance Society, Delta Sigma Phi Fraternity

Education record