Joseph G.

Dearman
JosephDearman.weebly.com
(225) 454.5942 | Joseph.Dearman@yahoo.com
EDUCATION
Louisiana State University
Baton Rouge, La
Bachelor of Science, Finance / CFP Board-Registered Program Student
Expected May 2016
GPA: 3.02
Awards: TOPS Scholarship, Dean's List, Captain John Adrian Martin Scholarship
Relevant Coursework: Fundamentals of Financial Planning/ Retirement & Employee Benefits
Planning/ Investments/ Risk & Insurance/ Financial Management/ Financial and Intermediate
Accounting/ Estate Planning/ Income Tax Planning/ Business Law/ International Finance Economics
EXPERIENCE
The House in Tigerland
Baton Rouge, La
General Manager/ Marketing & Events Coordinator
February 2013 October 2015
Performed hiring and training of all employees
Held weekly employee meetings, and business meetings with potential distributors
Interacted with customers on day to day basis, resulting in higher customer satisfaction
Tracked weekly finances and cost relationships for managerial purposes
Handled & facilitated all aspects of marketing for the business
Merrill Lynch Wealth Management
Houston, TX
Summer Financial Advisory Program Intern
June 2015 August 2015
Interned for ML Financial Advisors, Kimberly Fontenot & Brian Grubbs
Assisted Mrs. Fontenot in pipelining $11 million in new assets
Conducted product, market and client research
Assisted in business development and solidified an important center of influence for Mrs. Fontenot
Shadowed in many client meetings and networking events
Updated and maintained many databases in the ML workstation
LEADERSHIP / ACTIVITIES
Financial Mentors of America

June 2015 - Present

Student Financial Planning Association

January 2015- Present

CFP Board-Registered Program Student

January 2015- Present

Lambda Chi Alpha Upsilon Zeta Chapter

September 2011- May 2015
Secretary/ Head Chair of Financial and Reporting Committee/ Voting Member At-Large
Served on the executive board, as a voting member at-large, for three years in a row
Ritualist for 100th year anniversary
Participated in many philanthropies that raised thousands of dollars benefiting St. Vincent de Paul
SKILLS
Skills: Leadership, customer service, interpersonal communication, flexibility, organization, teamwork,
networking, decision-making, empathy, time management and technically skilled in Microsoft Office