joseph stern

* Prepared asset allocation models, research reports, portfolio and return analyses, and marketing materials for servicing portfolios of the groups’ twenty clients and developed periodic reviews of asset classes and performance statements based on clients’ risk profiles * Constructed portfolio simulations along with benchmark performance reports for current and prospective clients using Merrill Lynch, BlackRock - Morningstar and Monte Carlo portfolio generators * Researched equity, alternative investment strategies, and economic trends for portfolios of high net worth individuals * Initiated marketing effort, contacted finance professionals at hedge funds, private equity firms, and investment banks, and developed a network of highly valuable clients for the firm

Associate on the middle-market private equity team of a single-family office.

Summer Analyst at Deutsche Bank

* Sold over $35,000 of high-quality kitchen cutlery * Established customer network through referral and lead generation * Managed all aspects of business from initial contact to closing * Spoke at weekly sales meetings to motivate a diverse 50+ person sales team and offer tips to succeed * Awarded with "Summer Excellence" for outstanding sales and consistently the top 5% of sales among the sales team.

Minor: Bio-medical Engineering Activities and Societies: Cooper Union Finance and Investment Club, The Cooper Union Hillel, CU Toastmasters Chapter