Daniel K.

Meislin
20 Briarwood Ln. New Hartford, NY 13413 (315) 939-0464 danmeislin@gmail.com
EDUCATION
Binghamton University, State University of New York
Bachelor of Business Administration with a Concentration in Finance Expected May 2016
GPA- 3.67/4.00

New Hartford Senior High School - New Hartford, NY June 2013
GPA- 3.86/4.00 AP Scholar with Distinction
EXPERIENCE
Merrill Lynch Wealth Management, Utica NY Summer of 2014
Global Wealth & Investment Management Intern
Redesigned and revitalized our branchs pitch book to provide prospects and existing clients with a relevant and detailed
summary of staff bios, services provided, and insight into our Goals-Based Wealth Management approach
Developed and maintained a carefully allocated mock asset portfolio, deciding on funds via quantitative analysis of fund
manager performance, Lipper rating, fund manager tenure and more, to gain insight into asset management and allocation
Corresponded with dozens of fund managers by phone in order to take a detailed inventory of contact information for both
internal and external mutual fund wholesalers
Implemented a LinkedIn page for the office after having reviewed compliance requirements and best practices, in order to help
the branch take advantage of social medial and potentially find a new source of prospects
Managed the updating and consolidation of client files in order to streamline the lookup of client data
Wrote concise and detailed summaries on a plethora of internal conference calls, with topics ranging from: Puerto Rican
Municipal Bonds, Financial Advisor Best Practices, Technology Enhancements, Business Development Opportunities and
more, in order to give advisors knowledge without taking too much time out of their extremely busy schedules
Implemented WebEx virtual conferencing software to enhance services for out-of-town clients
Laid the foundation for implementing Salesforce Contact Management, through research and the creation of action plan
templates, in order to transition out of using an excel spreadsheet for contact management

Faxton St. Lukes Healthcare, Utica NY Winter of 2012Spring of 2013
Volunteer Gift Shop Cashier
Assisted customers by processing purchases and answering questions in order to ensure efficiency and customer satisfaction
Proposed marketing strategy to Gift Shop manager, emphasizing the fact that all gift shop funds are donated to the hospital,
with the intent of increasing purchases by altruistic customers
Maintained the order and neatness of the gift shop in order to keep the store aesthetically pleasing
Ensured that the gift shop was closed properly by following specified procedures in order to deter theft and ensure that the
lights were not left on overnight
Operated helium tank in order to provide balloons for birthdays and get well soon sentiments

National Honor Society, New Hartford NY Fall of 2012-Spring of 2013
Member
Collaborated with dozens of colleagues to raise funds in order to support charitable activities such as the planting of trees on
the High School grounds in memoriam of a student who passed away
Brainstormed fundraising techniques, such as sponsorship by local businesses, and how to market said fundraising, by putting
up posters in the hall for example, in order to support our charitable acts

Oneida-Herkimer-Madison BOCES, Utica NY Fall of 2010
Volunteer ESL Tutor
Taught English to non-native speakers by emphasizing phonics with the goal of helping them better function in the English
speaking world
Translated difficult words by physically acting out the words meaning to help students link new words to concepts they are
already familiar with
Developed a multicultural mindset in order to effectively communicate with people from a plethora of different cultural
backgrounds
SKILLS AND INTERESTS
Computer: Proficient in: Microsoft Word, PowerPoint, Excel, Image software such as Photoshop and GIMP
Interests: Current Events/World News, Politics, Guitar/Ukulele, Camping, Hiking