Bowen Leary

49 Fern Street Auburn, Maine 04210 Cell: 207-576-6042 Learyb1@wit.edu

Career Focus
I would like to be able to demonstrate my financial management, business management and information
systems training in an entrepreneurship role. I look forward to being able to apply my strong technical,
analytical and problem solving skills to deliver results.

Education
Wentworth Institute of Technology, Boston, MA, United States
Bachelor of Science: BUSINESS MANAGEMENT (August 2015)

3.7/4.0 GPA
Highest Academic Scholarship: Arioch Scholar
Coursework in Macroeconomics, Microeconomics, Financial Accounting, Financial Management, Business
Communications, Management Information Systems and many more.
Deans List Fall 2011, Spring 2012, Fall 2012, Spring 2013, Fall 2013

Work History
Penobscot Financial Advisors Bangor, ME

05/2014 to 12/2014

Intern

Assisted in financial planning operations by building financial portfolios and predicting the success chance
of a client based on their current assets and allocations of those assets.
Helped transfer hundreds of clients assets during a broker dealer change.
Trained in financial planning software such as Morningstar, MoneyGuidePro, and EMoney.

Claro Advisors, LLC Boston, MA

01/2013 to 05/2013

Intern

Supported Claro Advisors, LLC by applying proficient Excel skills to sort data and create spreadsheets.
Analyzed bond yields, duration and prices to determine if clients risk profile was in line with their
underlying investments.
Cold-called prospective clients after training from an Advisor at the firm.

TD Bank Lewiston, ME

06/2013 to 08/2013

Intern

Reconciled thousands of safe deposit box payments using Microsoft Excel.

Participated in an environmental project with other interns in order to promote TD Banks green image.

Wentworth Institute of Technology Boston, MA

09/2012 to 05/2013

Student Tutor

Provided students the guidance they needed in identifying their challenges while partnering with them to
resolve their problem.
Recognized opportunities for students on how to overcome their challenges and motivated them while
teaching them new techniques.

Hoop Basketball Camp Casco, ME

06/2012 to 08/2012

Coach/Counselor

Coached a variety of age groups at a summer camp where I demonstrated my mentoring and leadership
skills.
Managed different personalities of the campers and ensured they all enjoyed their overnight experience at
camp.

Technical Skills
Microsoft Word, Excel and PowerPoint proficiency.
Computer proficient with Windows and Macintosh operating systems.
Morningstar, MoneyGuidePro, EMoney, and Treeno software.